Acting for a wide range of agricultural and diversified rural businesses covering the length and breadth of Scotland, from Wick to Castle Douglas, our farms and landed estates team specialises in advising on all commercial, financial and tax issues; including capital taxes, VAT and succession planning.
Our team has specialist expertise in advising on appropriate trading structures to ensure that valuable reliefs are enhanced and liabilities mitigated using planning. We have detailed knowledge and understanding of the issues and challenges faced by our clients, whether managing cash flow or passing on the business to the next generation.
Our approach ensures that advantage is taken of reliefs and elections, such as farmer’s averaging, herd basis and capital allowances. With the costs of inputs rising, uncertainty due to the impact of Brexit, squeezed margins and ongoing climate change, this insight ensures opportunities are maximised.
Another area we increasingly work in is around renewables projects, which are becoming more commonplace. In this area it is increasingly important that specialist advice is taken at an early stage; tailored to specific circumstances – whether you are operating the project yourself or leasing the ground to a third party and receiving an income.
The most successful businesses are those that plan ahead. We work with our clients in advance of any land transactions to ensure they receive the best possible advice on protecting Inheritance Tax reliefs and minimising Capital Gains Tax.
This applies whether you are a landowner or a tenant.
Please see below some Useful Links
Partner and Head of Personal Tax
Hazel began her training as a Chartered Accountant in 1992 and joined French Duncan in 2012 when they merged with Macfarlane Gray. She has specialised in tax for more than 10 years and heads up the tax compliance and consultancy team in the Stirling office, managing a varied client base of businesses and private clients.
Hazel has previously served as the Scottish President of the Chartered Association of Certified Accountants for two years and is currently a member of the Scottish committee.
Hazel’s specialisms include capital taxes planning, personal tax planning, advising owner-managed businesses, tax investigations and property taxation, including capital allowance claims. She has particular interest in the construction and agricultural sectors.
Hazel was brought up in a family business and has a deep understanding of the issues surrounding owner-managed firms. She draws on this background when advising on commercial and tax matters.
Entrepreneurial Services Director
Drew qualified as a chartered accountant in 2008 from an accountancy practice in Dundee having trained as a general practitioner working in all areas of accounting, including: auditing; company accounts; partnership accounts; company tax; personal tax; management accounts; business planning; bookkeeping; tax planning and systems advice.
Having joined French Duncan in 2009 as an audit senior, Drew worked his way up to Audit Manager and managed a portfolio of audit clients across a range of sectors. With a primary focus on commercial business, his client portfolio included: healthcare, property, construction, manufacturing and agriculture. Having worked in compliance for a number of years Drew transferred to our Managed Client Services department and was appointed Director in our Entrepreneurial Services Department in May 2017. Drew uses his strong technical skills gained from his years in audit mixed with his background as a general practitioner to understand his clients’ business. Drew appreciates the importance of getting a true understanding of both the clients business and personal objectives in order to offer the most appropriate and helpful advice.
Tax Senior Manager
0141 221 2984
0141 221 2984
Starting her career as a tax trainee at French and Cowan, Anne pursued her career specialising in tax at various Big Four firms before joining French Duncan in 2008. She has also worked as a tax tutor at Glasgow Graduate School of Law and a tax consultant to an executry solicitor.
Anne has extensive experience in such areas as: personal tax compliance; capital gains tax; inheritance tax planning; HMRC enquiries trust compliance and the taxation of executries.
Anne helps her clients achieve the desired outcome, whilst always bearing heed to present and future consequences of any action taken. She believes her clients should never feel pressured into following advice and non-tax issues are always considered alongside the tax savings.
Anne’s ethos is to be approachable, helpful, honest and technically aware, whilst always acting in the best interest of her clients.