Preparing a heritage management plan (NE63)

This technical guidance is designed to help estate managers prepare a Heritage Management Plan (HMP) for heritage property that has either been granted conditional exemption from capital taxation or designated as the object of a Maintenance Fund (MF) under the Inheritance Tax Act 1984 as amended by subsequent legislation.

It may also be used on a voluntary basis to prepare management plans for heritage property that has been exempted or designated without an HMP being required, or in anticipation of submitting a claim for conditional exemption. The guidance is based on real Heritage Management Plans that work well in practice.

This publication is available in hard copy from Amanda Mathews, National Heritage Adviser, Natural England. Tel 01747 871679. Email

Related publications NE64 and NE161