With a track record going back over 160 years, Carter Jonas is a trusted partner to many land and property owners. We have finance specialists and legal experts who can advise clients on many complex issues, from taxation and the management of accounts to arbitration and mediation.

We’ve come a long way since we were established in 1855. Today, we adopt cutting-edge technology alongside tried and tested practices to deliver the highest standards of professional service and reliable, independent advice.

Financial specialists

Carter Jonas’s specialists can help you with a range of property-related financial matters, such as inheritance planning, taxation, receivership, payroll, single farm payments and the management of accounts.

We are the leading agent for the Agricultural Mortgage Corporation (AMC), which provides specialist funding for agricultural and rural businesses. As such, we are one of the largest single sources of rural and farm finance in the UK. We can guide you through the application process, making sure that your particular requirements are considered and prioritised.

Legal experts

Our local knowledge and our experience of dealing with a vast array of property means that we are well placed to act as arbitrators, mediators or expert witnesses on many issues requiring legal advice.

As arbitrators and mediators we spend our professional lives dealing with property matters, and we experience at first hand many different situations involving clients. This gives us the knowledge required to speak with authority and diplomacy and to help focus negotiations in an objective way. As a result, both parties have the knowledge and comfort that a third party can help if a settlement cannot be reached.

We can lead the discussion to a quick and fair resolution.

We can advise on

Inheritance Tax (IHT) planning is familiar to many in the agricultural and rural communities. The rules, however, are complex and need specialist advice to be implemented in such a way as to minimise inheritance tax paid. Despite this, there are still many people who fail to make a will and, when they die, they leave many complications to those left behind. Within farming especially, it’s important that proper plans are made with regards to inheritance planning, and professional advice from your lawyer, accountant and surveyor is vital. It is never too late to make arrangements, so if you would like to discuss your situation in confidence, please do get in touch.

Our computerised payroll system speeds up the calculation of employees’ pay and automatically produces year-end returns for clients. Not only does this take a laborious process off your hands, it ensures that you benefit from the financial incentives offered by HMRC for the prompt submission of returns using this method. And no matter how regularly you pay your staff – whether it’s weekly, monthly or more ad hoc – our flexible service will take care of it.

Tax planning is a complex area. Constant changes to legislation mean that keeping your plan under review is important to ensure that your assets are retained and not given away to pay tax unnecessarily.

With our experience in guiding our clients through the tax planning process, we have helped families successfully manage the handover of assets to the next generation. We have seen the bigger picture unfold on many occasions and can advise both on capital values and on the practical side of implementing plans for the future, working with accountants and solicitors as part and parcel of the process.

Tax planning should not be ruled by the amount of tax that is paid; there are other considerations just as important to take into account. We share our experiences with clients to help them benefit from the very latest advice and innovative ideas on how to best plan for the future.

VAT can be extremely complicated. Our services range from assessing an estate for VAT recovery to registration and completion of VAT returns. Not only will we take the whole process off your hands, we will also make sure that as much VAT is recoverable from your property as possible.

Get in touch
Dudley Holme-Turner
Consultant, Commercial Valuations
020 7518 3286 Email me About Dudley
Simon Pallett
Consultant, Rural
01962 833 369 Email me About Simon
@ Caroline Bason
Caroline Bason
Head of Client Accounting, Rural
01743 213254 Email me About Caroline
Simon is a Partner, based in Winchester, who advises clients throughout southern England on a wide range of rural property, valuation and management issues. His expertise includes farm and estate management, the buying and selling of farms and estates, valuations for taxation, loan security, matrimonial and other purposes, on-farm auction sales, landlord and tenant issues, planning and development and diversification. He is an appointed agent and valuer to the Agricultural Mortgage Corporation and an accredited rural arbitrator on the RICS panel with extensive experience of dispute resolution acting for both landlords and tenants. He is also Chairman of the Newbury & District Agricultural Society which hosts the annual Royal County of Berkshire Show.

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