Family owned business

Do you run your own business? We have extensive experience in dealing with family-owned businesses, and we can offer a full range of compliance and tax planning services to you, especially if you’re a small to medium-sized enterprise. Our promise to you as an owner is to provide you with personal financial, tax, and compliance advice that makes sense for you. 

This expertise carries over into the support we can offer you as a whole. No question is too much trouble. Our services should cover everything you need, and change the way you look at your business as a whole.

We can offer professional advice in the following areas:

  • Tax and Corporation Tax planning
  • Succession planning
  • Tax-efficient exit strategies
  • Capital gains tax planning
  • Business valuations
  • Improvement strategies

As a proud partner-led firm, we will have direct and consistent contact with you, strengthening our relationship and building secure trust.

Key services:


  • Tax planning
  • Succession
  • Business valuation
  • Improvement strategies

Get a free consultation

Let’s talk. You’re very welcome at our Swansea or Cross Hands offices, or we can stick to phone or video. Rydym yn siarad Cymraeg.