• Michael Heaton

    Heritage Consultants

  • Heritage Statements

  • Suitable for inclusion in a Design & Access Statement
  • Conservation management Plans

    Essential for all applications for Heritage Lottery Funding or English Heritage funding

Heritage Statements


Whilst PPS5: Planning for the Historic Environment did not invent the concept of the 'Heritage Statement', it did introduce the concept of 'proportionate': whether 'proportionate' relates to the archaeological/ historical importance of the affected site, or the economics of the development project, has yet to be established.  Nonetheless, the guidance is clear and has been adiopted by Section 12 of the National Planning Policy Framework: planning applications for projects that potentially affect heritage 'assets' (an inelegant term) should be informed and supported by brief statements identifying those 'assets', the likely impact of the project on them and, possibly, the mitigatory measures that would be adopted to minimise that impact.

This is merely formalising the working practices of LPA officers,  who would ordinarily make an 'appraisal' of each application, and passing the financial responsibility for it to the applicant.

A Heritage Statement should be brief, succinct and suitable for inclusion within a D&A Statement. It will be based on rapid appraisal of primary and secondary sources, but will not normally catalogue or illustrate them graphically (cf. Desk Studies), and a site inspection and it will not normally be illustrated. It will identify heritage issues, but will not necessarily deal with them. For most sites, this should be achievable in a day, but it requires experienced practitioners, familiar with the site's background and with much of the information at their finger tips.  


Conservation Management Plans

These are at the other extreme of the 'brevity' scale. Developed in Australia, they have been adopted by the lead heritage bodies in the UK and are a mandatory pre-requisite of Heritage Lottery Fund (HLF) and English Heritage (EH) funding for projects affecting historic buildings or archaeological sites. They will also be required before EH and local authority determination of consents for substantive works to major historic buildings such as Grade I or II* buildings or Scheduled Monuments. The HLF, EH and the Church of England have produced much guidance on what appears to be an evolving, but nonetheless expensive and time-consuming art-form, which all potential commissioners of such studies should examine in detail before instructing.