BS 5837 & Development

Arboricultural information for planning and design

I prepare BS 5837 arboricultural information for development projects where existing trees may influence layout, access, construction or the planning process.

Projects range from house extensions and individual dwellings to more complex development sites.

My work combines site survey, arboricultural assessment and clear scaled CAD drawings so that tree constraints, development impacts and protection measures can be understood quickly and incorporated into the wider planning submission.

Cover of a publication titled "Trees in relation to design, demolition and construction - Recommendations" by BSI Standards Publication, with images of a factory worker, firefighters, a forest, and cars.

What a typical commission can include

A full BS 5837 package may include:

  • On-site tree survey and tree schedule

  • Scaled CAD Tree Survey Plan

  • Tree Constraints Plan

  • Arboricultural Impact Assessment

  • Tree Protection Plan

  • Arboricultural Method Statement

  • Construction and tree-protection details

  • Site-specific annotations and drawing notes

  • Advice during design development

Not every project needs every element. I tailor the work to the site, the proposal and the information genuinely required for planning.

Good drawings reduce ambiguity

A planning report is only useful if the important information can be understood.

I place particular emphasis on the quality of the drawings because they often communicate the critical arboricultural issues more effectively than pages of written explanation.

Tree positions, crown spreads, Root Protection Areas, proposed buildings, access, construction impacts, protective fencing, ground protection and specialist construction measures can all be shown clearly and at scale.

My drawings are prepared to sit alongside architectural and planning information rather than looking like an unrelated technical appendix.

Diagram showing planning and shading layout for a building, including tree shading arcs, footprint, and canopy pruning extent.
Arboricultural Impact Assessment drawing showing proposed development plans including tree protection, tree removal, and construction details. Features include retained hedgerows, tree shading forT Oak T9, root protection zones, and proposed hard surface driveways and parking areas. The diagram indicates existing trees, proposed tree removals, and measures to minimize environmental impact.
A detailed site plan showing landscaping, construction, and infrastructure elements including grass, proposed patio, house, garage, driveway, fencing, trees, and measurement annotations.

Early advice can save redesign later

Trees are easiest to accommodate before the layout becomes fixed.

Where I become involved early, I can identify which trees genuinely constrain the site, where the main design pressures occur and which issues are likely to matter during planning.

This can help the project team avoid designing around assumptions that later prove unnecessary, or overlooking constraints that subsequently force redesign.

Comparison of early and late arboricultural planning for a house project. The early side shows a tree survey plan with healthy trees, constraints, house layout, and access; the late side shows conflicts, redesign, and associated delays with a house already designed, demonstrating the benefits of planning early.

From tree survey to planning submission

I normally begin by reviewing the site information and proposed development, followed by an on-site tree survey.

I then prepare the tree schedule and base arboricultural drawings before assessing how the proposal relates to retained and removed trees.

Where impacts can be managed, I set out the protection and construction measures needed to make the proposal workable.

The finished package is designed to provide the information needed by the applicant, designer, planning consultant and local planning authority without unnecessary complication.

Survey → Constraints → Design Review → Impact Assessment → Protection → Arboricultural Method Statement → Submission

Diagram showing the steps of a survey process for tree protection, including site survey, constraints plan, design review, impact assessment, tree protection plan, arboricultural method statement, and submission, illustrated with people, trees, a house, and construction equipment.

Straightforward sites and difficult sites

Some commissions are straightforward.

A house extension may simply require a tree survey, constraints plan and proportionate assessment of the proposed works.

Other sites involve tight layouts, retained mature trees, access constraints, levels, hard surfacing or construction close to Root Protection Areas.

I am happy dealing with both.

The same principles apply: understand the trees properly, identify the real constraints and present the information clearly.

Working with architects and planning consultants

Much of my work comes through architects, planning consultants and developers.

I aim to make the arboricultural information easy to coordinate with the wider design rather than something that arrives at the end of the process and creates another problem.

Where revisions are required, I can review updated layouts and advise on whether tree-related issues are likely to be material before the application is submitted.

BS 5837 does not mean “no development near trees”

Root Protection Areas are sometimes treated as though they create an absolute barrier to development. In practice, the relationship between proposed development and retained trees requires site-specific assessment.

Development and retained trees often have to coexist.

The important question is not simply whether development enters a theoretical constraint area, but whether the relationship can be justified and managed through appropriate design, construction methods and protection.

Where a proposal is technically workable, the arboricultural information should explain why.

Illustration of a backyard with a large tree enclosed by a protective fence, demonstrating good design practices for coexistence with trees. Features include retained tree, protective fencing, no-dig surface, and careful design of development respecting the tree.

Experience that informs the advice

My BS 5837 work is informed by both long-term independent consultancy and extensive experience assessing development proposals from within local-authority development management.

That gives me a practical understanding of both sides of the process: what applicants and designers need to submit, and what planning and tree officers need to assess.

PhD in Forestry | Professional Member, Arboricultural Association | Professional Tree Inspector | FRSA | 20 years independent consultancy | 9 years local-authority trees and landscape experience

Need BS 5837 information for a project?

If you have a site, proposed layout or planning application that may be affected by trees, send me the available information.

A site plan, proposed layout, planning reference and any existing tree information are useful starting points.

I can then advise what arboricultural work is likely to be required.