Legacy Forestry Launches Tax-Efficient Woodland Investment Opportunity

Legacy Forestry, an enterprise selling UK woodlands to those who want to take advantage of HMRC’s favourable tax treatment of forestry investment, has just launched with an exciting offering of UK woodlands.

Following recent government changes to the UK tax framework, there is increasing public awareness of how owning woodland can affect the amount of inheritance tax an individual, or couple, pays. Legacy Forestry is uniquely placed in offering appropriately sized commercial woodlands to individuals and couples seeking to benefit from the current UK inheritance tax regime. However, potential investors should note that tax reliefs are subject to change and dependent on individual circumstances.

Legacy Forestry has woodlands for sale between £250,000 and £800,000, which sit comfortably under the £1m individual threshold for inheritance tax relief of 100% under Business Property Relief (BPR). For a married couple, £2m 100% Business Property Relief allowance could be available together. In simple terms, this means eligible individuals could use woodlands to protect £2m of their combined estate from inheritance tax, potentially saving £800,000 of tax.

Legacy Forestry provides a tailored solution to potential buyers looking to ensure that their wood is commercially managed, so it qualifies for BPR. This includes providing a bespoke UK Forestry Standard (UKFS) compliant woodland management plan (WMP) using the Forestry Commission format, combined with guidance on contractors, commercial management, and other advice and resources. This turn-key solution makes purchasing this type of commercial woodland easy for individuals and couples who do not have prior experience of woodland ownership.

Industry reports demonstrate the strong historical performance of woodland investments and forestry values over the two decades. Savills research suggests that based on long-term data sets, average productive values have increased by around 325% over a 20-year period, representing a compound annual growth rate of about 8%. Investors should be aware, however, that past performance is not indicative of future returns, and woodland investments are subject to market risks.

Legacy Forestry’s offerings go beyond just being potentially good financial propositions. Woodlands contribute to biodiversity conservation, carbon sequestration, and the preservation of natural habitats. Many of the individuals and couples who buy woodlands from Legacy Forestry appreciate these broader impacts, aligning their financial strategies with sustainable and socially responsible investment principles.

Legacy Forestry’s National Manager, Dan Sharp, highlights the compelling benefits of owning commercial woodland: “Thanks to the unique tax advantages provided by HMRC, forestry investment can offer significant inheritance tax advantages and potential returns, though investors must consider individual circumstances and market risks. Legacy Forestry does not provide tax advice and is not regulated by the Financial Conduct Authority (FCA). Woodland or land purchases are not covered by the Financial Services Compensation Scheme (FSCS).”

Sharp adds, “Legacy Forestry offers an end-to-end service, allowing potential purchasers not only the opportunity to benefit financially from owning woodland but also giving investors the opportunity to create a meaningful and positive legacy for future generations to enjoy.”

Legacy Forestry’s team includes woodland and forestry management professionals to help buyers integrate woodland investment into broader estate planning and wealth management strategies.

Legacy Forestry invites financial editors, investment analysts, and journalists specialising in wealth management and sustainability to engage directly with Dan Sharp. Discussions will focus on the benefits of buying woodland and how UK woodland investment can serve as a tax-efficient way to leave a meaningful legacy.

For detailed insights, additional data on woodland and forestry ownership, and to arrange interviews, please contact the Legacy Forestry press team at Quick Brown Fox PR: victoria@quickbrownfoxpr.com or richard@quickbrownfoxpr.com or on +44 (0) 7799873714

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NOTE: Woodland investment is not covered by the Financial Services Compensation Scheme (FSCS). Legacy Forestry does not offer tax, legal or accounting advice, and is not regulated by the Financial Conduct Authority (FCA). The value of woodland investments and the income from them may fluctuate. Tax reliefs are subject to change and dependent on individual circumstances. Please see https://www.legacyforestry.co.uk/about for further Legal Information.

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Editors notes

Legacy Forestry is a UK woodland and forestry specialist with over 40 years’ experience in managing and selling commercial woodlands. The woodlands we sell are carefully sized to fall within HMRC’s 0% inheritance tax band, and always include a UK Forestry Standard-compliant management plan in Forestry Commission format. We own all land that we sell and do not act as agents, ensuring that the buying process is clear, efficient and straightforward. Our buyers receive personalised end-to-end guidance through the process. Legacy Forestry’s turn-key solution ensures that buyers who wish to benefit from HMRC’s favourable tax treatment of forestry investment can do so in tandem with sustainable woodland stewardship across the UK.