WTN · § II · SERVICES PAGE 03 / 06 EDITION TWO · MMXXVI
§ II · Services

The work of careful representation.

Seven instructions, under one roof.

Each service below is led by a partner from first conversation to final report. Most instructions begin with a meeting; some never need to become anything more.

Acquisitions.

Finding the right holding — and proving it before contracts are signed.

What this involves

We act for buyers of land, commercial premises and residential investment property across the region. The work begins with a careful brief — what is required, why, and on what terms — and proceeds through search, appraisal, negotiation and due diligence.

Where a holding does not exist openly on the market, we find it. Many of the practice's best acquisitions have been off-market, drawn from long-held relationships with landowners and agents across the South West.

  • Search and shortlisting
  • Off-market introductions
  • Valuation and offer strategy
  • Heads of terms and negotiation
  • Co-ordination with solicitors, planners and surveyors
  • Post-completion handover
A grassy field in Somerset, with trees and a fence in the distance.

Disposals.

Bringing a parcel to market with the patience and discretion it deserves.

What this involves

The right disposal method depends on the holding — on the market it sits within, the audience it appeals to, and the timing of the sellers behind it. We advise on, and conduct, sales by private treaty, informal tender, formal tender and at auction.

Marketing material is prepared at the standard of the practice: in plain language, with measured photography and the documents a serious buyer expects to see at the first meeting. We do not stage, and we do not embellish.

  • Pre-marketing appraisal and pricing
  • Method of sale recommendation
  • Particulars, photography and data room
  • Targeted distribution and viewings
  • Offer review and recommendation
  • Exchange and completion oversight

Development.

Reading a site against the planning, the market and the brief.

What this involves

We advise landowners, promoters and developers across the lifecycle of a site — from initial viability through planning, design, marketing and sales of the completed scheme. The work is informed by a working knowledge of the regional housebuilding market and a long memory for the comparable evidence that supports it.

For larger schemes we co-ordinate with planners, architects, engineers and solicitors, and act as the single point of recommendation for the owner.

  • Pre-planning advice and site appraisals
  • Site viability and residual valuation
  • Mix, pricing and unit design input
  • Sales and marketing strategy
  • Section 106 disposals
  • Bulk investment and PRS sales
  • Board reports for promoter and developer clients

Stewardship.

The day-to-day work of keeping a holding in good order.

What this involves

For investors and landlords with one or more holdings, we provide considered, hands-on stewardship: a regular review of leases, rent, repair, refurbishment and reletting strategy, and a quiet conversation each year about what to do next.

Where works are required, we appoint and oversee. Where a tenant moves on, we re-let. Where a refurbishment is timely, we plan and budget. The goal is not activity for its own sake — it is to keep a holding in good order over the long view.

  • Lease event diaries and rent review monitoring
  • Refurbishment scoping and contractor procurement
  • Reletting strategy and marketing
  • Service charge and budget oversight
  • Annual reviews and recommendations

Valuations.

Evidence-based valuations — prepared in writing, signed by a partner.

What this involves

We prepare formal valuations for a wide range of purposes: purchase or sale, secured lending, financial reporting, matrimonial or probate work, dispute resolution and family arrangement. All valuations are produced in accordance with the RICS Valuation Global Standards (Red Book).

Reports are written plainly. The basis of value, the evidence relied upon and the assumptions made are all set out so that the conclusion can be understood — and, if necessary, defended.

  • Red Book valuations for secured lending
  • Acquisition and disposal valuations
  • Tax-led valuations (probate, IHT, CGT)
  • Matrimonial and dispute valuations
  • Strategic and indicative appraisals

Landlord & tenant.

Rent reviews, renewals, regears and dilapidations — advised by a partner who has worked both sides of the table.

What this involves

The day-to-day commercial property work that makes the difference between a holding that runs smoothly and one that does not. We act for landlords and for tenants — though not on the same matter — and bring the same standard of evidence and considered argument to either side.

  • Rent reviews — open market, indexed, fixed
  • Lease renewals under the 1954 Act
  • Regears and surrender negotiations
  • Dilapidations — preparation, service and response
  • Section 25 and Section 26 notices
  • Expert determination and arbitration support

Strategic advice.

For clients with more than one interest — a quiet conversation about what to do, and in what order.

What this involves

Many of our long-standing clients hold more than one property, and the question is rarely about a single transaction — it is about how the portfolio behaves over time. We provide an annual or semi-annual review of holdings, with a written recommendation on what to keep, what to refinance, what to refurbish and what to part with.

The work is intentionally unhurried. The aim is to give the client a document worth re-reading next year — and a partner worth telephoning in the meantime.

  • Portfolio reviews and re-weighting recommendations
  • Acquisition and disposal sequencing
  • Succession and ownership-structure considerations
  • Independent input alongside accountants and solicitors
Rolling pasture with a stone wall in the South West.

Not certain which service applies?

Many instructions begin with a single conversation. We are happy to listen first and recommend afterwards.

Begin a conversation