Farming intertwines business and family like nothing else, and as such, it is so important for farm owners – or those soon to be farm owners – to take time to consider the best course of action for their specific situations.

Some things to consider might be:

• Investment planning – making sure your farm and personal holdings are diversified and making the most of tax planning opportunities;
• Tax planning – structuring the business and your personal assets in order to reduce any potential tax liabilities;
• Retirement planning – how to ensure you can plan to stop working at a time that suits you and your family. Choosing the right type of investment/pension for this is crucial;
• Succession planning – how best to pass on farm assets to the next generations.

We provide honest and personalised financial planning that is easy to understand.

If you are within the farming industry and would like an initial introductory meeting to see how we are able to help you, please get in touch. All initial meetings come with no obligation.

You can contact us here.

Associate Member of the British Christmas Tree Growers Association

Barnes Robertson Financial Planning are privileged to be an Associate Member of the British Christmas Tree Growers Association (BCTGA). Our adviser, Adam Humphries, has grown up within this industry, his family owning a local Christmas tree farm.

We wanted to stand by our commitment to the farming community, by supporting an organisation that is closely connected to us.

For more information, visit https://www.bctga.co.uk/

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