Succession, APR/BPR & Tax Planning
Succession & Tax: For Farmers
What Succession & Tax changes for the person actually doing the work.
For the person running the business, the test of any farm software is whether it removes work or adds it. Inheritance tax reform has made succession planning urgent for a defined group of farming families, and the position depends on the interaction between asset values, the relief cap, spousal transferability and the multi-year scheme agreements that can bind a successor. This module models that interaction and structures the family conversation that has to follow.
In their words
What the job actually looks like
These are not marketing personas. Each one is a distinct job with a distinct constraint, and the module is designed so that solving one does not create work for the others.
Farming family principal
Aged over 60 with land above the cap
Needs the exposure quantified before a family meeting.
- 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
Successor
Next generation
Needs to know what obligations come with the land.
- Assess relief qualification asset by asset
- Model exposure against the cap for individuals and the couple
- Identify binding scheme and tenancy commitments
- Appraise structural options
Rural solicitor
Estate planning
Needs asset, agreement and tenure data assembled accurately.
- Model exposure against the cap for individuals and the couple
- Identify binding scheme and tenancy commitments
- Appraise structural options
- Convene the family conversation with a structured agenda
End to end
How Succession & Tax runs, start to finish
The module is modelled as a state machine, so at any point the business knows exactly which stage every record is at and what has to happen next.
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1
Register and value all assets and business interests
This is where the record starts, and getting it right here removes work at every later stage.
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2
Assess relief qualification asset by asset
The platform prompts only for what this stage genuinely needs, and carries everything forward.
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3
Model exposure against the cap for individuals and the couple
Conflicts with scheme rules, regulatory windows and existing commitments are flagged here rather than discovered later.
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4
Identify binding scheme and tenancy commitments
Capture works offline, so this stage is completed in the field rather than remembered afterwards.
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5
Appraise structural options
Everything recorded at this point becomes evidence automatically, in every format that will later ask for it.
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6
Convene the family conversation with a structured agenda
This is the stage most businesses currently do twice, once for the operation and once for the paperwork.
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7
Instruct professional advisers with the pack assembled
Results feed the whole-farm view, so the effect of this stage is visible against the rest of the business.
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8
Implement, document and review annually
The cycle closes here, and what is learned is carried into next season's plan rather than lost.
Capabilities
What Succession & Tax does
Every capability below is built on the same underlying record, so entering something once is enough for it to appear wherever it is needed.
Record and plan
- Asset and business valuation register with basis and date
- Agricultural and Business Property Relief qualification assessment by asset
- Relief cap exposure modelling per individual and per couple
Operate and monitor
- Spousal transferability modelling with allowance utilisation
- Ten-year instalment option modelling with cashflow impact
- Scheme agreement succession implications — which agreements bind a successor
Comply and evidence
- Tenancy succession rights assessment by agreement type
- Partnership and corporate structure options appraisal
- Lifetime gift and seven-year rule tracking
Analyse and improve
- Family conversation framework with structured agenda and record
- Will, trust and partnership agreement document register
- Professional adviser coordination across solicitor, accountant and land agent
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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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.
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.
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
Free tool
Run the numbers for your own holding
Enter your figures and get an answer you can act on, with the method shown so you can check it. Save the result to your account or take it away as a PDF.