Trustee Development Spring 2015

18 February, 2015

The personal responsibility of an estate trustee far exceeds that of a company director, shareholder, limited liability partner or sole trader. This responsibility extends to settlors and beneficiaries, and many others besides. Many people rely on rural estates for their livelihood and homes. Estates are under wider public scrutiny on a scale never experienced before. The complexities of farming and rural estate management have never been greater. New business opportunities abound for the creative estate manager, but the prospect of commercial reward comes with risk.

Working with the CLA we have devised a one day trustee training course which includes a tour of an award-winning estate. The Rhug estate will be our host on 17 March 2015, and we are delighted to be visiting Ragley Hall for the first time on 21 March.

The programme will ensure that estate trustees know their job: a vital safeguard for settlors, beneficiaries, estate managers, other professional advisers and, not least, trustees themselves.

Training Outcomes
On successful completion you should:
• Understand the extent of the personal responsibility of a trustee to beneficiaries;
• Understand the trustees’ role, authority and responsibility in the management of a rural estate;
• Participate effectively in trustees’ meetings and other trust business;
• Relate effectively to beneficiaries, settlors, staff, key advisers and other interested parties in the strategic management and direction of a rural estate

To book a place please follow this link:

https://www.dropbox.com/s/gsuas1gvrojpiib/Trust%20Programme%20Spring%202015.pdf?dl=0

Alternatively, please email Charles Cowap, cdcowap@gmail.com or call Charles on 07947 706505, or use the contact form below. RICS members, chartered accountants and solicitors will be able to claim formal CPD in respect of their participation.


Compulsory Purchase Update: Ludlow local RICS meeting 5 February 2015

6 February, 2015

Slides from the RICS local meeting held at the Feathers Hotel, Ludlow on 5 February 2015


Estates Gazette Rural View: Christmas Reading

17 December, 2014

I have been writing a quarterly column for the Estates Gazette since 2013 called Rural View.  This year’s articles have covered Water, Forestry, Scotland and farming safety.  If you’d like to catch up with any of the articles over the Christmas holiday, here they are:

Farming Safety: EG Rural View Dec 14 H&S

Scotland: Rural View Sep 2014

Forestry and Woodland Valuation and TaxationEG Rural View May 2014 Forestry

Water: EG Rural View February 14 Water

Meanwhile a happy Christmas and prosperous new year to all my readers and visitors.


Valuation: Cross-roads or cul-de-sac?

13 December, 2014

This was the title of my presentation at the RICS Wales Rural Conference held on Tuesday 9 December 2014 in Llandrindod Wells.  Here are the slides.

The contrast between the complexities of valuing woodland for taxation purposes and renewable energy installations is meant to indicate the broad sweep of the challenge facing the modern rural valuer. This is a challenge which is likely to be become broader and more complex with the need to consider the valuation of natural services and capital. Equally the accountability of valuers is only set to grow as the two case updates demonstrate.


Defra: a challenging brief

16 July, 2014

The Conversation asked me to write an appreciation of Owen Paterson’s tenure as Secretary of State for the Environment. It was published last night under the title, Badgers may cheer Owen Paterson’s exit from Defra, but not everyone feels the same

A white, middle-aged, country man who nevertheless forgot to take his wellies to a flood zone a stone’s throw from one of his infamous badger cull areas, now finds himself culled. Is this how we should remember the Rt Hon Owen Paterson MP, Secretary of State for the Department of the Environment, Food and Rural Affairs, September 2012-July 2014?

Paterson’s appointment to Defra was popular with farmers and landowners because he was seen as one of their own: MP for that most rural of constituencies North Shropshire, and a leading figure in the European tannery trade. Defra was badly in need of a safe pair of hands after Caroline Spelman’s disastrous attempt to privatise the Forestry Commission. Moving across from the Northern Ireland brief, Paterson was to prove an able choice in this regard.

That is not to say the Defra tractor ploughed a steady course during his tenure. Read the rest of this entry »


Farmers’ Awareness of Wildlife Conservation Value – England and Wales

14 July, 2014

Farmers: please can you help a postgraduate student at Birmingham City University (BCU) with this survey?  This also forms part of the wider research undertaken by Professor Alister Scott at BCU.  The researchers say:

“This short survey aims to investigate the Farmers’ Awareness of wildlife conservation values in England and Wales. It forms part of research by Birmingham School of the Built Environment Birmingham City into aspects of Environmental Sustainability

“We would like to find out more about your ideas and attitudes towards the conservation value of your farm. The information gathered in this survey will be used for research purposes, to help us provide much needed intelligence on how farmers feel nature conservation activities can be supported. None of the questions are compulsory, and your responses will remain anonymous.”

Alistair has stressed that it’s not necessary to answer every question if that would take too long as all and any responses will be useful.

The survey itself can be downloaded here:

BCU Farmer Survey

Thank you.


Adding Value to Land: 10 things to think about

19 June, 2014

Presentation from the RICS National Rural Conference held on 19 June 2014 at the Royal Agricultural University, Cirencester.  Ten ideas which will be important to future success in land management.

 


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