Succession, APR/BPR & Tax Planning
Succession & Tax: Case Studies
Worked examples showing how the module is used in practice.
The examples below are illustrative worked cases built from the module design. Named customer references are published only with written consent.
Worked example
How a business like yours would use Succession & Tax
The problem: Needs the exposure quantified before a family meeting.
What they do
- Register and value all assets and business interests
- Assess relief qualification asset by asset
- Model exposure against the cap for individuals and the couple
- Identify binding scheme and tenancy commitments
What changes
- Exposure quantified against the cap
- Allowance utilisation across the couple
- Succession plans documented
This is an illustrative worked example built from the module design, not a customer reference. Named case studies are published only with the business's written consent.
In the field
Succession & tax, as it actually looks
Photography from working UK holdings alongside the interface that records it. Every frame below is a commissioned slot: the brief is stated until the photograph is taken.
Succession & Tax — a walkthrough
A working pass through succession & tax: entering the record once, and watching it appear in the evidence pack, the calendar and the scheme application without being typed again.
- 0:00 What the module is for
- 0:48 Entering the record
- 2:05 Where it appears next
- 3:20 The evidence pack
Photography slots state their own brief until the shot is commissioned, so the layout never shifts when real images arrive.
What we are hearing
The problems people describe to us
These are composite statements drawn from user research conversations, not attributed customer quotes. We publish named references only with written consent.
I am not short of software. I am short of one place where the same field means the same thing in all of it.
The scheme closed on a Tuesday evening. I had the application half built. Nobody told me the budget was nearly gone.
We farm on both sides of the border. Everything takes twice as long and I still cannot see the whole position on one screen.
Audit week costs me three days. Every single record they ask for is already written down somewhere on this farm.
- 12
- Capabilities in this module
- 5
- Interactive tools
- 3
- Linked support schemes
- 5
- Data integrations
- 5
- Measures reported
Measurement
How you will know it is working
The module reports against these measures from the day it is switched on, so the value is demonstrable rather than assumed.
- 01Exposure quantified against the cap
- 02Allowance utilisation across the couple
- 03Succession plans documented
- 04Binding commitments identified
- 05Annual reviews completed
Obligation calendar
What succession & tax asks of you, and when
Windows, deadlines and recurring obligations for England. Set a different nation and the calendar reconfigures; farm across a border and it shows both, reconciled.
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April 3 entries
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4 April: Model exposure against the cap for individuals and the couple
A recurring step in succession & tax.
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6 April: Agricultural and Business Property Relief Reform
Effective from 6 April 2026.
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20 April: Adding Value Grant
Round-based.
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May 1 entry
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5 May: Register and value all assets and business interests
A recurring step in succession & tax.
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June 3 entries
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5 June: Farming Transformation Fund
Round-based by theme.
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6 June: Identify binding scheme and tenancy commitments
A recurring step in succession & tax.
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15 June: Sustainable Farming Incentive 2026
Two windows in 2026: window one from 30 June, window two from September.
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July 2 entries
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14 July: Slurry Infrastructure Grant
Round-based.
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17 July: Water Management Grant
Round-based.
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August 1 entry
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14 August: Assess relief qualification asset by asset
A recurring step in succession & tax.
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October 1 entry
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5 October: Farming Equipment and Technology Fund
Round-based, usually open for a defined application period.
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November 2 entries
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12 November: Improving Farm Productivity Grant
Round-based.
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27 November: Environmental Land Management Capital Grants
Round-based, with rapid allocation once open.
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December 1 entry
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26 December: Countryside Stewardship
Rolling and round-based depending on the tier and option group.
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Government cannot currently see, in real time, where its own farming budget is going. A scheme was closed overnight because the cap had been reached, and hundreds of millions of pounds went unspent over three years because replacement schemes were not ready. The evidence for change is government's own.
See Succession & Tax running on your own holding
Thirty minutes, using your parcels, your schemes and your enterprises rather than a sample farm. No obligation and no sales script — if it does not fit your business we will say so.
- Free tier available
- No card required
- Your data stays yours