9.30am registration - 10am presentations – 1pm lunch – 2.00pm tours
Cost £15 CLA members; £25 non-members
At Ugbrooke there is an additional charge payable at the venue for the afternoon tour of £5.00 pp
Wednesday 12 October – Ugbrooke Park, Chudleigh, Devon TQ13 0AD
Tuesday 18 October – Chavenage House, Tetbury, Gloucestershire GL8 8XP
Wednesday 19 October – Hamptworth Estate, Salisbury, Wiltshire SP5 2DR
We are continuing the tradition of holding our annual finance events at some wonderful settings in the West Country. This autumn you can join us for a morning of essential financial advice followed by a two course lunch of local produce and an exclusive guided tour of the venue with our hosts.
The seminars will look at the following topics:
• The latest ideas on minimising Inheritance Tax
• Planning for succession – what to consider
• Agricultural and Property Reliefs – an update
• How to hedge the single farm payment
• Tax efficient trading structures
• Effective management of pensions and investments
Following each seminar there will be a Q&A session with a panel of experts including representatives from CLA Tax Management Services, Roger Halle from CLA Independent Financial Planners, Tom Barclay from CLA Foreign Exchange Services and Will Richards from CLA Fine Art. In addition we will also hear from Jeremy Mitchell from CLA Insurance Services who will talk specifically about insuring estates, farms and diversified businesses.
Ugbrooke House
Ugbrooke House has been the home of the Cliffords since 1564 and is the present Clifford family’s private home. The nation’s history has sported Clifford names in war, politics and religion. The present house was re-modelled in the 1760’s by Robert Adam, the Chapel and Library Wing (where we will hold our seminar) are authentic and characteristic of Adam’s castle style.
Ugbrooke Park is a good example of the work of Capability Brown. The gardens include a box parterre planted over two hundred years ago, a secluded Spanish garden, unusual semi-tropical trees and shrubs and a lakeside walk to the waterslash.
The house contains fine furniture, paintings, beautiful needlework, porcelain and an extremely rare family military collection. Ugbrooke has appeared in television programmes such as David Starkey’s ‘Monachy’. The house has been beautifully restored by Lady Clifford and featured in many leading ‘interiors’ magazines.
Chavenage House
Originally built in 1383, there have been additions and renovations to the property over the centuries. Since Tudor times, only two families have owned Chavenage, the current owner David Lowsley-Williams having inherited the House from his uncle.
Chavenage has been used as a film/TV location on many occasions – an episode of Poirot was shot there, the comedy series ‘Grace & Favour’, an episode of the BBC medical drama Casualty, and recently the house doubled as Sir Timothy Midwinter’s Manor House in ‘Lark Rise to Candleford’. It was seen in the BBC series Bone Kickers and Tess of the D’Urbervilles and featured in BBC3’s ‘For the Love of Barbara’.
We will tour this wonderful Elizabethan home and learn of the two families that have occupied the house since the reign of Elizabeth I together with the legends and stories including the ghosts!
Hamptworth Estate
Situated on the northern edge of the New Forest National Park, half way between Southampton and Salisbury on the Wiltshire/Hampshire border is the beautiful Hamptworth Estate. We will be hosted by Donald Anderson, whose family home it has been for just over 200 years. Hamptworth dates back many centuries and it is thought that the first house was built on the current site of Hamptworth Lodge in around 1620 AD.
The house underwent extensive alteration during the late Georgian and Victorian period and when the present owner's grandfather, Harold Moffatt inherited the estate in 1910, he pulled the house down and rebuilt it as he thought it might well have been in its original form.
The brickwork designs are particularly fine and a feature was made of drain pipes and guttering. Some of the leaded windows have diamond cut inscriptions. Internally, Moffat made much of the furniture himself and these pieces are an accurate copy of the Jacobean Style.
The Estate itself is made up of 3,000 acres of glorious parkland, gardens and woodland and it is forestry that supports the Estate today.
To book your place go to www.regonline.co.uk/claswevents or call 01249 700200.
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