At Campbell Dallas our experts have detailed knowledge of the issues affecting Landed Estates today. We are advisors of choice to over 400 rural landowners across Scotland, advising on the full range of commercial and accounting aspects encountered in the running of a successful rural business.
Our team have the inside knowledge required to advise our clients, with many managing their own rural business outside of the office. They are immersed in the complex relationships between heritage, the future, succession planning, economic pinch-points and the regulatory environment. They help clients mitigate this complex web and work out what will work best, depending on current and future objectives.
Our team can offer best advice and direction on business structures, cashflow, financial reporting, Tax & VAT planning and strategic planning, plus more niche areas including:
Our services are tax focused with the experience to deal with a wide range of issues that commonly arise on Landed Estates.
We can provide tax advice on:
- Mineral extraction
- Historic buildings
- Development land
- Gifting assets
- Heritage assets
- Partial exemption
A large number of our clients have successfully diversified into a range of additional businesses which complement the existing Estate business.
We have experience of advising clients who have diversified into:
- Fishing, shooting & sporting venues
- Corporate hospitality & wedding venues
- Visitor & leisure attractions
- Retail & farm shops
- Equestrian centres
- Restaurants and tearooms
- Holiday letting
Energy & Natural Resources
Many Estates have harnessed their natural resources to generate their own power supply and export to the grid. Our clients include many rural businesses who have self-developed their own renewable projects, developers, wind farm and hydro scheme operators. The team have kept abreast of legislative developments for rating and other changes affecting this sector.
The services focus on project appraisal to assess viability of proposals and structuring the project in a tax efficient way to meet the owners’ objectives.
Brewing & Distilling
A number of rural businesses have diversified into brewing and distilling.
We advise a number of clients in this sector and have developed an industry focused team with expertise across a number of disciplines. Our team has developed a thorough understanding of the Brewing & Distilling sector.
This collective knowledge, understanding and wide network of connections within the industry allows us to help our landed estate clients by providing informed advice on key areas and issues they are likely to encounter at different stages of growth.
We can advise on:
- Start up ventures
- Debt advisory
- Buying or selling
- Exporting & internationalisation
- Intellectual assets & valuations
- R&D tax credits
The majority of Landed Estates are run by families and they play a crucial role in the local and wider rural economy. Family businesses often have great personal value, as they have been passed down through many generations. If you are a member of a family that happens to own and run a business you will be aware of the tensions and pressures that can build trying to balance the demands of business with family life. Our experts can guide you through how to plan for exit, new family members taking active roles, the effects of non-family members holding senior roles and how to drive the business forward. We work with many well-known family businesses across Scotland.
Partner and Head of Landed Estates
Ian is a general practice partner, based in our Perth office. He looks after a diverse portfolio of owner managed businesses, ranging from groups of companies to family partnerships providing accountancy, business advisory and taxation advice. Coming from a farming background in Fife, Ian initially studied Land Economy at Aberdeen University which gave him a good grounding in Rural issues in the Estate sector. Ian trained as a Chartered Accountant in the late 90s has a specialism in rural business and has had significant exposure to renewable projects in recent years.
Partner and Head of Rural Services
Andy has a wealth of experience looking after businesses of all sizes and types. He acts for a number of corporate groups based in the East of Scotland, many with property and construction interests. Away from the larger corporates he is accustomed to providing commercial and tax advice to family businesses. Andy manages the firm’s Perth office and heads up our Rural Business Group. He is a partner in a family business, which farms on the outskirts of Perth. This interest in farming has lead to an extensive client base in the agricultural industry and he acts for a significant number of farmers and landowners. He regularly speaks at agricultural seminars on tax and succession related topics.
Andrew is a CA and Chartered Tax Adviser who has worked in practice in Ayr for over 20 years. Whilst representing clients across a variety of sectors Andrew has a particular specialism in agriculture and other rural businesses.
Partner and Head of Renewables
Ian is Head of Renewables, a member of the firm’s Tax Consultancy Group and Corporate Finance Group. He works with many of our estate clients, advising them on the set-up and running on on-site renewable projects which take advantage of the natural resources of wind, water and sun on many estates. Ian has established himself as a leading advisor placing an emphasis on profit improvement, capital taxes, VAT and stamp duties planning and forensic work.
Partner and Head of Family Businesses
Fraser, a partner in our Glasgow office is Head of Family Businesses in Scotland and is responsible for the audit of large groups of companies and international clients as well as advising a diverse range of owner managed businesses. Fraser leads the firm’s Family Business Advisory team and takes a particular interest in assisting business families balance the conflicting pressures of family and business life. A keen field sportsman, Fraser is also a member of the Game & Wildlife Conservation Trust.
Partner and Head of VAT & Indirect Taxes
Veronica, a Partner in our Glasgow office is a Chartered Tax Adviser and Associate of the Institute of Indirect Taxation. She specialises within VAT and has been a VAT advisor for 30 years, including working in-house for HMRC. Veronica’s clients cover a wide range of sectors including aesthetics, higher education, housing, transport and local government sectors. Her work includes strategic planning as well as assisting with compliance issues and negotiations with HMRC locally and nationally. Veronica speaks regularly at VAT conferences.
Gordon is qualified FCCA and ATT. He has over 25 years’ experience of a wide range of clients, ranging from small unincorporated businesses to large corporate companies and charities. Gordon has worked extensively within the agriculture sector and manages most of our estates, farming and agricultural support clients in the Ayrshire area.
Business Advisory Services Director
John Gold trained and qualified as a Chartered Accountant in 1999. John has a broad experience in general practice with owner managed businesses. Having a degree in Land Economy from Aberdeen University gives John a good understanding of Estate Management which combined with his tax knowledge, allows him to provide advice to Landed Estate clients with a commercial edge.
Business Advisory Services Director
Susan is a qualified Chartered Accountant. She has extensive experience of owner-managed businesses, dealing with all aspects of accountancy and tax compliance. She also has responsibility for many of the firm’s high net worth individuals, non-UK residents and sporting estate and agricultural clients.