Trees and Arboriculture

Tree safety inspections and the landowner's duty

6 min readBy PlanScope Editorial Team

The duty is the ordinary duty of care applied to trees. How zoning by occupancy sets the inspection regime, what the record must contain, and why the closed-out action matters most.

The tree safety inspection duty is not a statutory inspection regime with a prescribed frequency. It is the ordinary duty of care, applied to trees: a landowner must do what a reasonable and prudent landowner would do, in the circumstances of that site, with the trees that are there. No statute says inspect every three years. What the law does is ask, after something has fallen, whether the owner had a system and followed it.

Which is why the record matters more than the inspection interval.

Where the duty comes from

Three strands run together.

The Occupiers' Liability Act 1957 imposes a common duty of care to visitors, to take such care as is reasonable to see that they are reasonably safe in using the premises for the purposes for which they are invited. The Occupiers' Liability Act 1984 imposes a narrower duty towards people who are not visitors, including trespassers, where the occupier knows of a danger and knows people may come near it.

Alongside them sits ordinary negligence, which is the route most claims take where a tree falls onto a neighbour's property or a vehicle on the road. And for anyone running a business, including a landlord managing let property, section 3 of the Health and Safety at Work etc. Act 1974 brings a duty towards people who are not employees.

The highway adds another layer. Highway authorities have powers under the Highways Act 1980 to require action where a tree is dangerous to road users, and a notice under those powers is not something to negotiate with slowly.

None of this creates a duty to guarantee safety. Regulators and courts have consistently treated the risk from falling trees as low relative to other risks of daily life, and expect a proportionate response rather than a precautionary cull.

Zoning a site by how people use it

Proportionality is applied through zoning, which is the practical heart of recognised tree safety guidance.

Divide the holding by how many people are near the trees and for how long. A car park, a play area, a school boundary, a bus stop, an adopted footpath and a building frontage are high occupancy. A grazed field, a woodland interior away from paths and a fenced margin are low. The same tree in the same condition gets a different answer in each.

  • High occupancy: frequent formal inspection, prompt action on defects, lower tolerance of uncertainty.
  • Moderate occupancy such as informal paths and private gardens: periodic inspection, action on identified defects.
  • Low occupancy: reactive management, inspection after notable events, no routine programme.

Draw the zones on a plan and keep it with the inspection records. That plan is the document that shows a decision was reasoned rather than arbitrary, and it is the first thing a claimant's expert will ask to see.

Inspection frequency and who carries it out

Since no statutory frequency exists, set one that matches the zone and write down why.

Two levels of looking are usually enough for most estates. Informal observation by staff who are on site anyway, grounds maintenance, caretakers, letting agents, trained to notice obvious signs and to report them. And formal inspection by someone with recognised tree inspection training, using a structured ground-based assessment method, on a defined cycle in the higher occupancy zones.

Qualification matters for the formal tier. Look for a recognised professional tree inspection qualification and familiarity with a structured risk assessment method, rather than a chainsaw ticket. A tree surgeon is not automatically a tree inspector, and the commercial interest of the person recommending the works is a fair question to raise.

Add event-driven inspections after storms with damaging winds, after prolonged drought, and after ground disturbance near trees such as trenching or level changes.

What the record should contain

The record is the defence. Written properly it takes a few minutes per tree.

Field Why it matters
Date, inspector name and qualification establishes who looked and whether they were competent
Zone and tree reference, with a plan shows the system was applied consistently
Method used shows a structured assessment rather than a glance
Observations and defects the factual basis for the decision
Recommended action and priority timescale converts observation into a plan
Date the work was completed, with evidence closes the loop

That last row is where most systems fail. An inspection that identifies a defect and recommends action within three months, followed by nothing, is worse than no inspection at all, because it establishes knowledge of the danger without the response.

Keep records for a long period. Limitation periods in personal injury and property damage claims can run well beyond the point at which a managing agent has changed twice.

Acting on identified defects

Match the intervention to the defect and the zone.

Many defects are managed rather than removed. Reducing an end-weighted limb, installing a brace, monitoring a crack on a defined cycle, fencing off a target area, or relocating a bench or a path away from the tree are all legitimate answers and all less costly than felling. Where a target can be moved, moving it is often the least expensive answer on the table.

Write the works up properly when remedial pruning is the answer, along the lines set out in writing pruning specifications properly, because a vague instruction to a contractor produces a result nobody intended and no record of what was asked for.

Where removal of several trees is the answer on a larger holding, check the felling licence position as well, because the quarterly volume exemption is easier to exceed than owners expect.

Where a tree is retained on a defined monitoring cycle, diarise the next inspection at the point the decision is made. A monitoring decision without a date is a decision to do nothing.

A Tree Preservation Order does not suspend the duty of care, and the duty of care does not suspend the Order. Both apply, and the timing has to be managed.

For works that are not urgent, allow for the consent process: an application for consent under an Order, or a six week notice for a tree in a conservation area. Build that lead time into the inspection cycle, so that remedial work identified in autumn is applied for immediately rather than in the following spring.

Where the risk is immediate, a separate exemption applies for works urgently necessary to remove an immediate risk of serious harm, with notice given to the council as soon as practicable afterwards and a heavy evidential burden on whoever carried them out. Those requirements sit in the Town and Country Planning (Tree Preservation)(England) Regulations 2012 and should be understood before anyone reaches for a saw.

After an incident

If a tree fails and causes damage or injury, the first task is to preserve evidence. Photograph the failure point before the debris is cleared, retain a section through the failure if you can, and record the weather conditions.

Then assemble the file: the zone plan, the inspection history for that tree, the works records, and any correspondence about it. Send it to your insurer and take advice before responding to a claim.

Where trees on a development site are involved, the picture also includes any Tree Survey and approved protection measures, and subsidence allegations follow their own evidential path as covered in trees and subsidence claims.

This is general guidance, not legal advice. Liability for tree failure turns on the facts, so take advice from a qualified arboriculturist and your insurer before relying on any of it.

PlanScope provides AI-assisted draft reports for planning applications. Reports should be reviewed before submission. We do not guarantee planning approval.

Frequently asked questions

How often do trees have to be inspected?

No statute sets a frequency. The duty is to act as a reasonable and prudent landowner, which in practice means setting a cycle proportionate to how many people are near the trees and recording why that cycle was chosen. High occupancy zones such as car parks and play areas warrant formal inspection more often than woodland interiors.

Who is qualified to inspect trees for safety?

Someone with recognised professional tree inspection training who uses a structured ground-based risk assessment method. A chainsaw qualification is not a tree inspection qualification. It is also fair to ask whether the person recommending the works would be carrying them out, because the commercial interest is relevant to the recommendation.

What should a tree inspection record include?

Date, inspector name and qualification, the zone and tree reference keyed to a plan, the assessment method used, the observations and defects found, the recommended action with a priority timescale, and the date the work was completed with evidence. The completion entry is the one most often missing and the one that matters most.

Does a Tree Preservation Order override the duty of care?

No, and neither overrides the other. Both apply. For non-urgent remedial work, allow lead time for an application for consent or a six week conservation area notice, and build that into the inspection cycle. Where the risk is immediate, a separate exemption applies with notice given to the council afterwards.

What should I do if a tree fails and causes damage?

Preserve evidence before the debris is cleared: photograph the failure point, retain a section through it where possible, and record the weather. Then assemble the zone plan, the inspection history for that tree, the works records and any correspondence, and send the file to your insurer before responding to any claim.

Sources and further reading

tree safetyoccupiers liabilitytree preservation orderlandlordrisk management

This article is general guidance about the planning system in England and, where stated, the rest of the UK. It is not legal or professional advice. Check your local planning authority’s validation requirements and take professional advice for your specific site.

More in Trees and Arboriculture

View all →
Trees and Arboriculture6 min read

Woodland creation on a development site and its upkeep

New woodland is easy to draw and hard to keep alive. The planting design, the establishment regime and the legal mechanism all have to agree with each other.

Read article →
Trees and Arboriculture7 min read

Tree officer site visits and what they inspect

The officer looks at the fence line first. Here is the full checklist, the consequences of an incursion, and the site record that protects you.

Read article →
Trees and Arboriculture7 min read

The five year maintenance condition on new planting

Planting that dies within five years must be replaced in the next planting season. The obligation runs with the land and survives the sale of the house.

Read article →
Trees and Arboriculture7 min read

Tree pits, structural soils and street tree establishment

Street trees fail on soil volume, not species choice. Work backwards from the mature canopy, put the volume on the drawing, and resolve the service corridor first.

Read article →
Trees and Arboriculture7 min read

Tree roots and proximity to a public sewer or drain

Most undertakers control building and planting within around 3m of a public sewer. Resolving that against retained trees is a layout decision, not a condition to discharge later.

Read article →
Trees and Arboriculture8 min read

Ash dieback and what it changes in a tree survey

Infected ash is not automatically a category U tree. How to record crown decline and basal lesions, categorise honestly, and handle protected ash under the 2012 exemption.

Read article →