Event Details
Tuesday 29 September 2026
9:30AM - 3:45PM
Escot Park, Escot House,
EX11 1LU
Members- £25 Inc VAT with 1 additional family member free (details in description)
Non Members- £38 Inc VAT
Join us for an informative and practical session focused on helping landowners and rural businesses plan ahead with confidence.
With ongoing changes to taxation, evolving environmental markets, and increasing complexity around family and business planning, it’s more important than ever to stay informed and prepared. This event brings together expert speakers to share clear, practical guidance on key topics including tax updates, succession planning, investment considerations, and emerging opportunities linked to land and natural capital.
Whether you’re actively planning for the future or simply want to better understand the current landscape, this session will provide valuable insights, real-world examples, and the chance to ask questions in an open and supportive setting.
The morning will conclude with a networking lunch and optional estate tour.
Special Member Offer: One paying CLA member can bring additional family members at no additional cost. Once you have booked your place, please email isabella.hamilton@cla.org.uk to arrange the complimentary family member ticket.
Young Farmers Offer: Please email isabella.hamilton@cla.org.uk for a discounted ticket.
Agenda
09:30 – Registration & Refreshments
10:00 – Welcome & Opening Remarks (5 mins)
Chair: Ann Maidment, CLA South West Director
10:05 – Tax Update: What Landowners Need to Know (20 mins)
CLA Tax Team
A clear overview of the latest tax developments, including inheritance tax and practical considerations for landowners and rural businesses.
10:25 – Planning for the Future: Passing on Land & Assets – Part 1 (20 mins)
PKF Francis Clark
An introduction to succession planning, covering practical steps to help ensure a smooth transition between generations.
10:45 – Investment & Financial Planning in Changing Times (20 mins)
Rathbones
A look at current market conditions and how to approach financial planning, diversification, and risk in an uncertain environment.
11:05 – Refreshment Break (15 mins)
11:20 – Planning for the Future: Making It Work – Part 2 (20 mins)
Stephens Scown
A deeper dive into planning tools such as trusts and family structures, with a focus on practical application and common pitfalls.
11:40 – New Opportunities from Land: Natural Capital & Environmental Markets (20 mins)
Strutt & Parker
An accessible overview of biodiversity, natural capital, and emerging land-based opportunities—what’s available now, what’s coming, and what to consider before getting involved.
12:00 – Panel Q&A (30 mins)
All speakers
12:30 – Closing Remarks (5 mins)
12:35 – Networking Lunch
13:35 – Optional Estate Tour
14:45 – Tea, Cake & Depart