Heritage Property

Preserving history. Shaping legacy.
We advise individuals, families, executors, trustees and beneficiaries on the ownership, management and preservation of heritage property in the UK and internationally. Our work spans historic homes, landed estates, agricultural holdings and listed buildings – properties that embody both cultural significance and personal legacy.

As an independent London firm with deep roots in private capital, we bring legal precision and practical insight to every aspect of heritage ownership. We understand that these assets are not just investments, but part of a family’s story – requiring stewardship, sensitivity and foresight. The guidance we provide gives you the confidence to protect what endures. 

 

A joined-up view 

 

Managing heritage property demands expertise across multiple disciplines. We take a holistic approach, bringing together specialists in real estate, private client, and tax   to deliver integrated advice. Whether acquiring or selling property, navigating planning or conservation issues, or structuring ownership for succession, we ensure that every decision supports the long-term preservation of the asset and the family’s interests. 

 

Our experience extends to charitable and trust ownership, diversification and development projects, and the creation of governance frameworks that balance heritage obligations with modern realities. 

 

Quiet strength. Lasting value. 

 

We recognise that heritage property often carries emotional as well as financial significance. Our approach is calm, discreet and personal – focused on understanding what matters most to you and aligning legal, commercial and conservation priorities. We act early to prevent issues, resolve them pragmatically when they arise, and protect both the asset and its story for future generations. 

 

As a certified B Corporation, we are committed to helping owners and custodians manage heritage property responsibly – achieving the right balance between preservation, purpose and progress. 

 

Advice that’s built to last 

 

Drawing on more than a century of experience and a trusted network of heritage, tax and conservation experts, we provide guidance on: 

 

  • Ownership, title and succession structures 
  • Listed building and planning regulation 
  • Agricultural and estate management 
  • Tax efficiency and diversification 
  • Conservation obligations and grants 
  • Charitable trusts and public access arrangements 

 

We look beyond the immediate transaction to anticipate how today’s choices shape tomorrow’s legacy – ensuring your heritage property is protected, purposeful and prepared for the future. 

 

Collaborative in approach. Committed in purpose. Connected where it matters most. 

Contact our team