Petersfield Update 2017

Annual Briefing for Rural Practice Surveyors and Agricultural Valuers

The Tithe Barn

The Tithe Barn,

Ditcham, Nr Petersfield

Hampshire GU31 5RQ


Wednesday, 15th November 2017



Click here for details on how to find The Tithe Barn


Click here for on-line registration - Please note that a
registration form needs to be completed for each delegate.


09:15 Registration and Coffee
09:45 Welcome to conference delegates
  Owen Davies BSc (Hons), MRICS, FAAV, Chairman Agricultural Valuers Association of Hants, Wilts and Dorset
09:50 Introduction
  Chairman Morning Session: Gerard Smith BA (Hons), MRICS, FAAV, RICS Rural Professional Group Board Chairman
10:00 Agricultural Law Update
  Mark Charter, Partner, Thrings LLP, Southampton
10:35 Charity Trusteeship
  Andrew Whitby-Collins, Auxilium Advisers Limited, Hindhead, Surrey
11:10 Coffee
11:30 Sporting Aspects of Estate Management
  Andrew Davis, Royal Agricultural University, Cirencester
12:05 Questions to Panel of Morning Speakers
12:35 RICS Update
  Gerard Smith BA (Hons), MRICS, FAAV, RICS Rural Professional Group Board Chairman
12:45 Light Buffet Lunch
13:50 Introduction
  Chairman Afternoon Session: Robin Edwards BSc (Hons) MRICS FAAV, Regional Director, CLA, South East Region
14:00 Understanding the Domestic Minimum Energy Efficiency Standards and Challenging an EPC Rating
  Paul Mayne BSc (Hons), MRICS, Head of Operations, Elmhurst Energy, Lutterworth, Leicestershire
14:35 UK Food Farming and Environment Policy
  Susan Twining, Chief Land Use Policy Adviser, CLA, London
15:10 The joys of the current tax landscape, including CGT, IHT and reliefs
  Luke West, Partner, Private Client Tax Services, Smith & Williamson, Guildford
15:45 Questions to Panel of Afternoon Speakers
16:15 Tea and Disperse
  The views and opinions expressed are those of the speakers and are put forward for guidance only - anyone proposing to follow them does so at their own risk without firstly clarifying the suitablility of that advice with the speaker or another specialist in that field.


Mark Charter


Mark Charter is a a highly experienced agricultural partner at Thrings. He acts on behalf of individuals, families, trusts, partnerships, companies and even government departments on a range of agricultural cases. Based in the Southampton office, he advises farmers, estate owners and the wider landowner community across the south west and beyond. He is particularly experienced in dealing with the sale and purchase of farms, estates and agri-businesses, and in cases involving high-value secured lending for farms and estates. As well as ‘pure’ agricultural law matters (such as FBTs, AHA tenancies, contract farming and agri-environmental schemes), Mark also advises on development and diversification projects, including renewables, for landowners. Mark has a specialist interest in the equine space and his work has included advising clients on setting up polo yards and businesses, and the sale and purchase of studs, racing yards and estates. He is a Fellow of the Agricultural Law Association.


Andrew Davis

Andrew Davis started his working life as a tenant farmer on 2,200 acres, comprising arable, beef and sheep, for 16 years.  The tenancy was bought out when the estate sold and Andrew moved to the CLA in 1991 where he became Regional Director for the South East in 1994.  In 2005 he became a part-time lecturer in Estate Management at the Royal Agricultural University, including elective modules on Game and Deer Management and Heritage Property.  Andrew also writes a regular countryside column in local newspapers and national magazines.  Since 2007 he has been secretary/convener of the Standing Conference on Countryside Sports and Management and he is also the Policy Co-ordinator of the Conservative Rural Affairs Group.


Paul Mayne

Paul Mayne worked in private practice for 17 years before joining Elmhurst Energy in 2008, bringing with him a wealth of experience from both the domestic and commercial property sectors. He has successfully managed the existing dwellings team for seven years and has actively promoted industry-leading technical support and customer service. As the new head of operations, Paul will assume overall responsibility for the existing dwellings, domestic on-construction, non-domestic and accreditation teams and will maintain and further improve the high standards expected by Elmhurst Energy’s members.



Robin Edwards

Robin Edwards joined the CLA South East team based in Andover as the Regional Director in October 2012.  He is a rural practice Chartered Surveyor with a wealth of experience including rural policy, land management, renewables and tourism.  Robin previously held wide-ranging roles with Hampshire County Council, MOD Cyprus and Defence Estates.  He started his career in West Dorset on private landed estates having graduated from Seale Hayne Agricultural College.


Gerard Smith

Gerard Smith is agricultural partner of Lacy Scott & Knight.  Gerard’s client base extends from modest sized tenant farmers through to larger country estates with in excess of 5,000 acres and 150 residential properties. His work ranges from Landlord & Tenant, Dispute Resolution, through to practical and straightforward advice in planning, general estate management as well as undertaking valuations for financial institutions, estate planning and Expert Witness. Gerard was educated at university in the United States and on returning to the UK he obtained his Diploma in Valuation (Agricultural Practice) and qualified as a Rural Practice Chartered Surveyor through correspondence.  Following a brief interlude working in London within the property sector and then the City, (non property related) he moved to East Anglia in 2003 joining Lacy Scott & Knight and became a Partner in 2008. He was awarded his Fellowship of the CAAV in 2006 and became a Recognised European Valuer in 2010.  Gerard also sits on the First Tier Tribunal, being appointed by the Secretary of State in 2010 and became a Trustee of the Zoological Society of East Anglia (Banham Zoo and Africa Alive) in 2014. Gerard is Chairman of the RICS Rural Board and sits on the Land and Resources Global Board and represents the RICS on the ILMS (International Land Measurement Standards) Coalition.  

Susan Twining

Susan Twining is the Chief Land Use Policy Adviser at the CLA and manages its land use policy team. This focuses on the big policy issues affecting agriculture, forestry and the environment and on-going policy areas include Basic Payment Scheme, Countryside Stewardship, animal health and welfare, water abstraction reform and pesticide use. The team aims to identify the key issues and  priorities, inform and influence government thinking and provide timely advice to CLA membership. In the last year Brexit has dominated the policy agenda, with trade, labour, regulation and future agriculture policy all key issues. Susan has led the development of CLA post-Brexit agricultural policy – the Food, Farming and Environmental policy. Previously Susan was an associate director at ADAS UK Ltd, a privately owned agricultural and environmental research and consultancy organisation, and had a number of roles including provision of farm advice, research and policy development for private organisations and Government.


Luke West

Luke West’s area of expertise includes income tax, CGT, IHT and estate planning.  He has worked in tax for over 25 years and acts as a trusted adviser on a wide variety of private client tax matters to both large complex multi-generational family groups and individual family members. These include phased gifting across family generations, structuring advice on green field and brown field sites for property development, reinvestment of family business wealth using enterprise investment schemes (EIS and Seed EIS) and creation of family office and tax-efficient vehicles. Luke regularly speaks on private client tax and budget matters to various audiences including the CLA.  He is a Chartered Tax Adviser, member of the Association of Tax Technicians and Surrey CLA branch committee member.


Andrew Whitby-Collins

Andrew Whitby-Collins has a wide range of experience advising charities, other not-for-profit organisations and high net worth individuals. He was a solicitor in the Charities Group at Charles Russell LLP and in 2012 was named as one of Private Client Practitioner's Top 35 Under 35.  Prior to his time at Charles Russell, Andrew spent several years in Westminster as a political adviser.  He is a trustee of Creative Mentors Foundation which supports children with dyslexia through arts and music education, a former school governor and volunteers for Young Enterprise.





It is hoped to make most, if not all, of these available on this website. Shortly after the seminar an email will be sent to all delegates giving the appropriate password.

The conference fee of £95.00 (including £15.83 VAT) includes both coffee on arrival and mid-morning together with a light lunch and tea at the end of the afternoon. A registration form must be completed for each delegate. All registrations will be acknowledged by e-mail wherever possible. A receipt will be sent if requested. If you do not receive confirmation please telephone our Cambridge office to ensure that we have registered your booking.

Cancellations may be made by telephone but should be confirmed in writing and will be subject to a 25% administrative charge. No refunds can be made by cancellations notified after 8 November 2017. Substitute delegates will be accepted at any time.

The conference may qualify for up to 5 hours CPD. Please see your professional body's regulations on CPD.

Pace Projects reserves the right to change the venue and/or the speakers at any time and without prior notice. Pace Projects also reserve the right to cancel the conference, in which case all monies will be refunded in full.

Last edited: 28 September 2017. Webmaster: