Family Businesses

Supporting family businesses lies at the heart of WR Partners. Running a family business can be both challenging and rewarding and we are committed to working with you to realise your goals and ambitions and support you in achieving the lifestyle you desire.

Running a family business can be both challenging and rewarding and we are committed to working with you to realise your goals and ambitions and support you in achieving the lifestyle you desire.

We have a team with the depth and breadth of experience which you can rely on to provide you with the specialist knowledge and technical expertise to support you in meeting your regulatory responsibilities and achieving your goals and ambitions.

Our experienced and knowledgeable team, with specialists in a wide variety of sectors, including agriculture, property, manufacturing, retail, leisure and hospitality, places great emphasis on working in partnership with you to understand your needs, opportunities, challenges and ambitions.

Making Time


Time is precious and we are here to provide our support to enable you to focus on the areas of your business and family life which provide you with the most reward and enjoyment.  Running your business can be challenging enough without the added burden of regulatory compliance.

Accounting and Taxation


We provide accountancy, taxation and VAT support to ensure that you have up to date financial information to support you in your day-to-day decision making and financial management. We provide year end accounts and tax return services helping you to meet your regulatory responsibilities in an efficient and effective manner.

Our taxation support extends beyond that of regulatory compliance. We view support in corporate and personal tax efficiency as core to our service to you.

Business Growth


We work in partnership with our clients in considering strategy and setting goals and a pathway to success. Growth can be achieved through various means including organic development and acquisition. Our team is experienced in supporting acquisition through due diligence, tax efficient structuring and provision of budgets and forecasts.

Family Dynamics


The goals, motivation and preferences of different family members may vary which in turn may lead to tension and disagreement. We work with our family businesses to help mitigate conflict through facilitating discussion to highlight individual as well as collective needs.  Effective inter-generational tax and succession planning is central to our support.

 

Family succession


Securing business succession from generation to generation is imperative for many families.  We can support you in clear and timely planning, essential to ensure that the transition from one generation to the next can be achieved as smoothly and tax efficiently as possible. Our approach is carefully moulded to ensure that all generations are supported and can move forward with confidence, in the knowledge that their needs are catered for.

Selling your business


Family succession is often not an option or the right path to retirement.  We have significant experience in supporting families who have made the decision to sell their business. Providing valuation advice, deal support and bespoke tax planning we will work closely with you through the sale process to help you secure your intended value from the sale and provide post sale support to protect your future.

Our Servcies

  • Bookkeeping, management accounts and VAT support
  • Preparation of year-end financial statements
  • Corporate and personal tax
  • Payroll services
  • Company secretarial services
  • Audit
  • Business and company valuation
  • Business acquisition and sales support
  • Remuneration planning
  • Inheritance tax and succession planning

Family Business Team

Tom Downes

Landed Estates Partner


Combining Tom’s background and his many years of experience, Tom is an experienced advisor specialising as a Trust and Estate practitioner.

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Roy Jackson

Rural Partner


Roy has worked with our Agricultural clients for over 20 years and is committed to developing our team to enhance both client service and experience.

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Get in Touch


We love meeting new, exciting businesses. Get in touch with our team to see how we could enhance and protect your financial position.

Or if you’d prefer to speak to someone directly just give us a call on: 08000 664 664 or email: hello@wrpartners.co.uk.

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Want to talk to someone?

For new enquires, give us a call on
08000 664 664


Email us on
hello@wrpartners.co.uk


WR Partners office locations
Shrewsbury
Nantwich
Northwich
Wrexham
Newtown


We are a leading firm of accountants, auditors, and tax specialists who help businesses protect their wealth and generate profit.