Comprehensive succession planning with Kirkwood Wilson

Kirkwood Wilson is a family-owned firm of Chartered Accountants. We understand the challenges faced by family-run businesses and have the knowledge and expertise to support you in overcoming these challenges. We can support your family business by attending meetings, assisting with an exit strategy, planning for any capital gains or inheritance tax and reorganising the business structure. Our experienced team can also offer you guidance on trusts and retirement planning.

When the time comes, passing your business down to children (or grandchildren) requires careful planning and deliberation. This is something that we would not recommend leaving to the last minute. Our experienced team can assist your retirement planning and ensure that you maximise your tax allowances wherever possible.

Commercial finance support

At Kirkwood Wilson, we offer advice on many commercial finance options that allow businesses of all sizes to achieve their investment goals. We can support the growth of your business as your workforce expands and help you to maintain a healthy cashflow.

Through years of business succession planning, we have developed a trusted network of lenders and brokers to help us arrange finance for our clients. The types of commercial finance available with Kirkwood Wilson include overdrafts, loans, invoice finance, trade credit, asset finance and mortgages.

From company start-up to the growth of your business, we offer guidance on financial forecasts to support your funding applications. Through a close working relationship, we will develop a detailed insight into your business and keep you on target to meet your goals and objectives. Our aim is to provide useful advice and practical solutions that can make a real difference to your business.

Company formation and secretarial services

We can also provide you with our company administration service, which includes company incorporation and filing all of the necessary documents that are required to ensure that your records with Companies House are always kept up to date.

Virtual finance director

SME businesses do not always have access to a finance director, which is why we offer virtual finance director services. A virtual finance director provides guidance on monitoring business performance and cash flow, setting budgets, preparing management accounts and outlining business plans and financial forecasts. Our objective is to help your business grow by filling the gaps in any areas of expertise that small businesses can sometimes experience.

If you would like to find out more about our business advice services, contact us today. Call our team on 01704 546000 or email us on