Keeping And Protecting What You Have Earned
We get up every morning to help family run businesses build a better future for the next generation because family is the most important part of all of our lives.
When you first set up your business, perhaps when you were young and carefree with little or no assets to worry about, you were happy to take risks because quite frankly you had little to lose.
However as you get older and have accumulated a home, a family, some investments, your desire to take risks dramatically reduces. Your thoughts turn to protecting what you have accumulated for the benefit of your children or even just to support you in your old age. Thoughts turn to paying off debts faster to reduce borrowings, or investing to build value for the future as you plan for a potential exit or sale.
We have listed just a few of the things we help our clients to consider when protecting assets from risks.
Protecting company assets by restructuring Why leave valuable assets in a risk based trading business?
Savings and investments both Corporate and Personal.
Illness or injury and its affects on both your business and your personal life.
Divorce 42% of marriages end in divorce so how do you protect your business?
Retirement planning or perhaps you would prefer to die at your desk? Not many people would.
Caring for the elderly so that may be to support your parents or ensure your business can help pay for your own care.
Estate planning and reducing potential Inheritance Tax. Inheritance tax was once called a voluntary tax paid by those who distrust their heirs more than they dislike the Chancellor of the Exchequer.
Existing clients can login to WandD Family Zone (Private) to find out more about the above.
We want to spend time with you face to face to really help you create a successful business and build a better future for your family.
What our clients say!
"I am constantly delighted with the comprehensive and tailored support that we receive, they are a wonderful bunch of professionals. They provide us with prompt and friendly help and guidance whenever needed which is important when running a small company."
"They are forward thinking and always take the opportunity to give advice on improving our profitability. I can't think of anyone I would trust more with our accounts."
"As a director of a small business still in relative infancy ,having a local accountant that I can depend on is of upmost importance . Wood & Disney oversee my accounts with great efficiency and care and offer a personal bespoke service which enables me to devote my time to the day-to-day running of the business ,knowing my financial matters and all duties that need to be legally fulfilled are in reliable and professional hands."
"The team at Wood & Disney are approachable , friendly and all round ,a pleasure to work alongside."
"We have been using Wood & Disney for approximately 10 years now and have always been very satisfied with the service provided. We get practical plain English advice with no jargon, with business advice, which can make a real difference to our success as well as doing all the usual tax and accounting stuff. We would recommend them to anyone."
"I am just writing to thank you and your staff for all the help you have given us all year with our accounts. We have been so impressed with the professional and efficient service you provide. Wages are calculated each week without delay and Laura has always gone the extra mile to answer our questions when we've needed advice."
"At the end of five years of profitable trading I wish to place on record my thanks for the way in which our accounts and tax affairs have been conducted. The advice and support given by everyone ensured that we avoided myriad pitfalls into which we could have fallen. The promptness and accuracy of your service is commended. It is a pleasure to work with dedicated professional people."
"Since applying to your team of accountants later last year my husband and I have now realised just how misinformed we were previously. Book keeping, once a miserable task resentfully performed, has now proved to be a fundamental quality experience which has enhanced our autonomy."
"The humanistic approach undertaken by the team is of significance when dealing with people who are not so experienced in the fine art of accounts. Once again thank you, and may our future transactions prove just as satisfactory."
"Please can I take this opportunity to thank you and John for completing these accounts for me swiftly, and in an efficient manner. It is a great please to deal with a firm who can provide a good service without the need for me to get heavily involved in too much detail."
"I was really touched to receive the bottles of Australian Wine in honour of my 60th. It also reminds me that I have been using your firm, originally through Philip Wood, since 1976 (so half my life!). So thanks to you and the firm, and I look forward to your continued support. For some, retirement may begin at 60, but I am intending to stay in harness for some time still.. So you may assume that we will remain in contact for some years to come."