ESTATE AGENTS
 

THE AIM

To have a constant flow of quality new properties coming on to your books, good communication with the vendor, easy access for viewings, quick sales with no chains and sensible fees.  

WHY IS THIS HARD?

On average it takes 15 calls to get a market appraisal and only 1 in 5 of them will make it onto your books. This means you have to make an average of 75 calls to list one new property.  In the end you are likely to sell half of them, meaning you have to make 150 market appraisal calls and conduct 10 appraisals for each property that you sell.  This is before you have even picked up the phone to start talking with prospective buyers, all for a commission of 1.5%.

HOW WE CAN HELP

At The Planning Solution we review the properties you are both appraising and curently have on your books to identify where planning opportunities might arise.  Not only can this help you win new business, but it can also help increase your fees, at times by 500% or more. In addition, where this involves new construction, you tend to have easier access to the property, there are no chains, invariably good communication with a professional vendor and a 100% sale rate.

PROPERTY SEARCH

 

THE AIM

To understand the full extent of possible development when discussing a property with a client.  To talk as a professional who is an expert in your field.  To be a reliable source of planning knowledge and spot opportunities where others have not. 

WHY IS THIS HARD?

In reality it is unlikely that you will have full working knowledge of the Local Plan.  And because you work over such a large area it is difficult to have useful relationships with the multiple local planning professionals that you might need.  What's more, for the sites where there is the most obvious value-add you will most likely be up against developers.  And when it comes to the crunch you may not be convincingly versed in the time and cost implications of the improvements / development that you are proposing.

HOW WE CAN HELP

We have full knowledge of your Local Plan and we provide pre-qualified advice of what is possible, what it is likely to cost, how long it might take and what added value the improvement or development might bring.  We give you the mindset of a developer, helping you to go up against them and win better deals.  And we work to short timelines, allowing you to respond quickly to your clients and help them buy better.  

 
 

STEP

 

THE AIM

As the global body representing practitioners who specialise in family inheritance and succession planning, you need to be able to educate fellow professionals, connect families with the most appropriate advisors and promote the highest possible professional standards across the profession.  

WHY IS THIS HARD?

Within the world of property there are many unreliable and inconsistent partners.  In fact The Planning Solution is the only UK planning specialist focussing solely on property related value-add for retirees, inheritance and succession planning.  With many so-called specialists being unfamiliar with the legislative detail and nuances of the UK residential market, connecting clients with the wrong partner risks significant negative exposure for both the client and the association. 

HOW WE CAN HELP

With our in-depth knowledge of the UK residential market and successful history of using planning legislation to add value for our clients, a link with the Planning Solution adds both financial and perceived value to the STEP offering.  We understand the sensitivities and language of succession planning, respond rapidly and reliably and offer a simple fee structure to avoid unncecessary confusion.  As a body we are pro-active and ingenious with the solutions we offer, using our understanding of space, cost, value and planning legislation to maximise residential real estate values for STEP partner clients.  

FAMILY OFFICES

 

THE AIM

To create an environment of trust between the client and family office that the value of their residential real estate portfolio is being pro-actively maximised at every turn.  To realise greater property-related value-add than the client has previously eperienced, using a specialist in whom you have confidence to deliver creative, legally-backed solutions to bring value where less or none was anticipated before.  

WHY IS THIS HARD?

The residential property market has many layers of advisers, all eager for their pound of flesh. And before long, with percentages leaking at every juncture, there is little or no value-add left for the client.  The legislation itself is complex and nuanced and it is easy to make sweeping assertions about value creation without properly understanding or respecting the ambitions of the property owner and how to achieve them. 

HOW WE CAN HELP

At the Planning Solution we live and breathe the world of residential property.  Indeed we have a deep understanding of planning legislation and how it can be applied.  We take a proactive approach and create individual solutions for each property and portfolio, very often bringing additional value where none had been anticipated.   

 
 

PROBATE SOLICITORS

THE AIM

To secure the highest possible transfer of wealth to the beneficiary or beneficiaries of wills. To be seen to be creating extra value through your own expertise. And to respond to your clients rapidly, reliably and sensitively at this difficult time.

WHY IS THIS HARD?

Beneficiaries of wills are often not aware that there may be extra value to achieve in the property they have been gifted.  They will often look for a rapid sale and where one of the beneficiaries has been nominated as 'leader' it is rare that he or she will want or know how to explore what opportunities there might be.  What's more, unless the probate solicitor has a proper understanding of the UK real estate market and its planning legislation, they are unlikely to be able to make meaningful recommendations to clients.  

HOW WE CAN HELP

With over 100 years of combined experience in the world of planning legislation and value-creation for clients, The Planning Solution's team is the go-to partner for professionals looking to deliver expertise in a market in which they are not experts themselves.  In doing so, probate solicitiors are able to confidently offer value-add opportunities to beneficiaries of property, adding both an additional service to their own offering and a higher level of inheritance for their clients.  

INSTITUTE OF LEGACY MANAGEMENT

 

THE AIM

As the association representing in-house legacy managers within the charitable sector, one of its key aims is to help charities achieve the very best value for the properties they are generously left in individuals' wills. This involves supporting its 500+ members with the best professional advice, championing the interests of donors and driving up professional standards.  

WHY IS THIS HARD?

The UK property market is serviced by thousands of generalist planning agents, none of whom (with the excpetion of The Planning Solution) focus specifically on the legacy sector.  Legacy managers therefore encounter significant risk if they enter this arena. What's more, they may not themselves be familiar with the nuances of the residential property market and its legislation, and will therefore be limited in the scope and detail of the brief they are able to give. Managing the process then becomes onerous, regrettably with the result that UK legacy managers tend not to realise maximum value for the properties they are bequeathed.  

HOW WE CAN HELP

As the specialist in this sector, The Planning Solution is able to train and advise ILM members on the opportunities that planning permission presents and give them the tools they need to take this route.  In doing so we reduce or even remove risk from them and dramatically increase the value potential of the properties that are left to the charities that they represent. 

"Our success rate on permissions sought is currently 94%" 

 

As an ILM partner firm our goal is to respond to ILM members efficiently and professionally and champion the interests of their donors at every stage.