This free-to-attend conference will bring together heritage experts who will be discussing all aspects of owning, developing and protecting heritage property.

Programme

12.30pm Registration & lunch
1.30pm

Welcome

Michael Hiscock, Wright Hassall

1.45pm

The legal challenges of heritage property

Philip Harris, Wright Hassall

2pm

Sustainability in the heritage sector

Roger Cullimore, Warwick District Council and Institute of Historic Building Conservation

2.30pm Coffee break
2.45pm

Heritage at risk in the West Midlands: challenges and opportunities

Sarah Lewis, Historic England

3.15pm

Building a compliance culture

Lynda Jubb, Jubb and Jubb Ltd and Chair of the RICS Building Conservation Forum

3.45pm Coffee break
4pm

Tax opportunities and issues for owners of heritage property

David Chismon, Saffery Champness

4.30pm

Successfully delivering heritage building projects

Mark Balkham, Rodney Melville & Partners

5pm Networking drinks
6pm Conference close

Speakers

Sarah Lewis, Principal Heritage at Risk Adviser, Historic England

Sarah Lewis has worked in conservation since 1991. As a conservation officer in local authorities she provided advice to owners and developers, designated conservation areas, delivered heritage grants, advised on conservation and design aspects of planning and listed building applications and was an expert witness at public inquiries. Sarah has been with English Heritage since 2009 where she now leads the Heritage at Risk Team in the West Midlands. The team provides advice on the repair and management of monuments, listed buildings, registered landscapes, conservation areas and listed places of worship and delivers a £1.7m programme of grant aid.

On 1 April 2015 English Heritage will become Historic England.

David Chismon, Director, Saffery Champness

David’s principal area of work is advising owners of landed and rural estates, which includes individuals, companies, partnerships and trusts, including Heritage Maintenance Funds. He also provides advice to owner-managed businesses and high net worth individuals, and enjoys working closely with clients, their families and other professional advisers. David has a keen interest in ensuring that wealth is not eroded by capital taxation and is well versed in providing clear and practical advice that is tailored to meet both the business and personal objectives of his clients. In addition, he understands that cash flow is often a major concern and works hard to ensure that income tax is minimised and budgeted for well in advance.

Lynda Jubb, Director, Jubb & Jubb Ltd

Lynda Jubb is a Chartered Surveyor and Historic Environment Adviser with accreditations from RICS and IHBC. She is also a qualified expert witness. Her specialisms are building re-use and urban design. Her clients lead in every sector, and include Calthorpe Estates, The Parliamentary Estate, and the Archdiocese of Liverpool. She advises on development, grants, policy, and building performance for historic places and her projects have included work to complex and rare buildings. Lynda is the Chair of RICS Building Conservation Forum, a member of RICS International Governing Council and on the Board of AABC (Architects Accredited in Building Conservation).

Mark Balkham, Rodney Melville & Partners

Mark attended the Bartlett School of Architecture, University College London, qualifying as an Architect in 1984. He was elected as a corporate member of the Royal Institute of British Architects in 1986.  Mark became a Partner of Rodney Melville and Partners in 2000, specialising in historic building work and the design of new contemporary buildings in historic settings.  Specialist areas of work include strategic planning, new uses for historic buildings, formulating pragmatic solutions, managing large complex projects, collaborative working and funding opportunities.  Mark is a Trustee of the BBC’s Restoration Fund and the West Midlands Historic Buildings Trust. He is also Director and Board Member of the Register of Architects Accredited in Building Conservation and expert witness and advisor to English Heritage.

Philip Harris, Wright Hassall

Philip has 25 years experience as a construction solicitor and advises on all aspects of construction law. Philip has also practised as an commercial arbitrator, mediator and adjudicator and has completed over 85 mediations and 100 adjudications. He has been appointed to several specialist panels on behalf of the Chartered Institute of Arbitrators, by the Law Society and the Institute of Chartered Accountants.  Philip has conducted dozens of arbitrations to a final award and has experience as an arbitrator in international disputes. As a CEDR accredited mediator, on the panels of the Law Society, Association of Midland Mediators, RIBA, Talk Mediation and other bodies, Philip has mediated in a very wide range of disputes and has been recommended by major local authorities, retailers, charities and individuals. As a construction adjudicator, Philip’s experience pre-dates the Housing Grants, Construction & Regeneration Act 1996 because he adjudicated under the 1981 With Contractors Design Form of Contract.

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