Telephone: 01539 725855

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The farming community

Strong links with generations of farming families – We understand the unique nature of farming businesses…

Cumbria has a strong agricultural tradition. Over the years we have evolved a close relationship with the farming community, indeed some of our very first clients back in 1986 were farmers.

We understand the unique nature of a farming business, which typically involves:

  • Several generations of a family.
  • Taxation affecting the disposal of land and property.
  • Inheritance and other complex planning issues.

We can provide specific advice on Agricultural Property Relief and have dealt with every possible scenario involving Shareholder Protection and inheritance tax. We regularly work with the farmer's accountant to ensure all aspects affecting the farming business and finance have been covered.

Generations of family businesses

We also understand the highly personal issues involving extended families and generations where the benefits will be felt long term. It takes an experienced and personable Financial Planner to help plan the best options sensitively and comprehensively.

Secure your farm for future generations...
Call us on: 01539 725855

Our clients say...

  • I have always found Chris and FMB to be most helpful and able to respond to queries promptly.

    Tony Walker  (March 2014)
Read more testimonials

Additional Information

  • Please Note

    The Financial Conduct Authority does not regulate tax advice or  trust advice.

  • What is Share-Ownership Protection?

    Share-Ownership Protection is an insurance policy, common in the farming industry, where proceeds are used to help buy the share of the business if an owner is diagnosed with a critical illness or dies.

    If you would like to find out more, please call us on 01539 725855.

  • Is FMB right for you?

    Call us for an informal chat on 01539 725855 or drop in to our offices located just off the A591 outside Kendal and tell our financial planners your story.

    How to find us »

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