FAMILY BUSINESS ADVISING & SUCCESSION PLANNING

Our Services:

Dawn specialises in working with family businesses, coaching them through changes, helping them to develop their teams and their systems to develop robust and thriving businesses to hand down to the next generation. As a qualified and experienced accountant, Dawn’s expertise also includes tax planning to ensure that businesses do not pay a penny more tax than they need to and not a penny less.

Dawn facilitates discussions within the family business to plan for the future, addressing the following:

  • When will you retire?

  • How will the business be managed?

  • Who will own the business?

  • Will the owners/shareholders be non-working family members?

  • Will your children be involved/children’s spouses?

  • Would you like the business to stay in the family?

Contact Us

Wills and Estate Planning Ltd,
Thornborough Hall,
Leyburn,
North Yorkshire DL8 5AB

Tel: 01969 623092

Email: dawn@willsandestateplanning.co.uk

 

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What our Clients Say
Whether dealing with Dawn herself or any of her team we always get the help we need and at a level we feel comfortable with.
Martin Adwick
About

Wills and Estate Planning ltd is licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

Details of our probate accreditation can be viewed at icaew.com/probate under reference number C004760414