How to Write a Heritage Statement That Supports Planning Permission

A heritage statement is a vital document when applying for planning permission, especially in areas where historical significance must be considered. As architects, developers, and property owners, understanding how to craft a comprehensive and well-structured heritage statement is crucial to ensuring your planning applications are successful. 

In this guide, we’ll walk you through what a heritage statement is, when it’s required, and how to create a document that meets local authority expectations and supports your project.

What is a Heritage Statement?

A heritage statement is a formal document that outlines the impact of a proposed development on the historical or architectural significance of a building or site, particularly if it's a heritage asset. The purpose of the statement is to demonstrate that the development will preserve or enhance the significance of the heritage asset and its setting.

When applying for planning permission, a heritage statement provides the planning authority with detailed information about the property’s historical context, architectural value, and any potential changes proposed. It is used by local authorities to evaluate the impact of new works on buildings, sites, or areas of historic interest.

When is a Heritage Statement Required?

A heritage statement is usually needed for planning applications involving listed buildings, properties within conservation areas, or developments that could impact nearby heritage assets. Even if the building itself is not listed, the local planning authority may request one if the site is close to protected structures or areas of historical interest. It’s always best to check with your local council early in the design process to confirm whether your project requires a statement.

What to Include in a Heritage Statement

A well-crafted heritage statement will include several key sections, each of which addresses specific elements required by the planning authority. Here are the main components you should cover:

1. Historic Context

The first step in writing a heritage statement is to establish the historic context of the property or site. This involves outlining its age, original purpose, architectural style, and any changes made over time. You should also describe the surrounding area, noting any conservation features or neighbouring heritage assets. By explaining the property’s origins and evolution, you help the local authority understand its place within the wider historical landscape and why it holds significance.

2. Significance of the Heritage Asset

Next, the statement should identify what makes the heritage asset important. This may relate to its design, materials, craftsmanship, or its association with historical figures or events. Explaining why the building or site is valued, whether locally or nationally, shows that you recognise and respect its character. A clear understanding of significance forms the foundation for assessing the impact of proposed works, helping to justify your design choices within a heritage context.

3. Description of the Proposed Works

After establishing the background, clearly describe the works you intend to carry out. This section should explain the purpose of the development, the scope of the alterations, and how they relate to the building’s existing form and materials. The goal is to show that you’ve considered how each aspect of the proposal interacts with the heritage features. Well-drafted descriptions demonstrate that your design balances modern needs with historical sensitivity.

4. Heritage Impact Assessment

A heritage impact assessment evaluates how the proposed changes might affect the asset’s significance. It should outline both potential benefits and possible harm, then explain how any negative impacts will be minimised. For example, using matching materials or preserving original features can help maintain character while allowing necessary updates. This section reassures planning officers that your design has been developed with care and awareness of its heritage implications.

5. Impact on the Setting

The setting of a heritage asset contributes greatly to its overall character. In this section, explain how your project relates to the surrounding landscape, streetscape, or neighbouring buildings. Consider how sightlines, scale, and materials will influence the visual relationship between old and new. Even if the works are minimal, acknowledging the setting shows that you’ve assessed the development in its full context, rather than treating the building as an isolated structure.

6. Conclusion and Justification

Your conclusion should summarise the statement and provide a balanced justification for the proposed works. Explain how your design maintains or enhances the asset’s character, meets planning policy, and delivers wider benefits such as improved functionality or safety. A concise, confident summary reinforces that the proposal has been guided by an informed and responsible approach to heritage preservation. This final section can help persuade decision-makers of the project’s overall merit.

Formatting Tips for Writing a Heritage Statement

When it comes to presenting your heritage statement, clarity and organisation are key. Here are some tips to keep in mind:

1. Clear structure: Use headings and subheadings to separate sections (as we've outlined above).

2. Concise and focused: Avoid unnecessary detail. Stick to the key facts and assessments that are relevant to the application.

3. Professional tone: Your heritage statement should be formal and objective, reflecting the importance of the document.

4. Visual aids: Include photographs, maps, and architectural drawings to help visualise the asset’s significance and proposed changes.

5. Compliance with local authority requirements: Ensure that your heritage statement adheres to any specific guidelines or formats requested by the local planning authority.

Aligning with Local Authority Expectations

Each local authority may have slightly different expectations for heritage statements, so it’s important to consult with them early in the planning process. They may have specific criteria or templates for submitting heritage statements, and failing to meet these could delay your application.

AMS Surveys, with our expertise as heritage house surveyors, can assist in ensuring your heritage statement aligns with local authority expectations and supports your planning application.

How AMS Surveys Can Help

Writing a heritage statement can be complex, especially when dealing with heritage assets and conservation areas. At AMS Surveys, we provide expert support in preparing heritage statements for planning, conducting heritage impact assessments, and ensuring that all relevant information is accurately presented. Our team of RICS Chartered Surveyors and CABE-registered Building Engineers can guide you through the process, ensuring that your application meets all legal and planning requirements.

If you're working on a project involving heritage assets and need help completing your heritage statement, get in touch with AMS Surveys today. We’ll work with you to protect and enhance the value of your building while achieving your development goals.

Contact us today for expert help with your heritage statement and planning application, and ensure that your development complies with heritage requirements.