Dawn Walton ACA CTA

Dawn is both a Chartered Tax Advisor and Chartered Accountant with considerable experience of providing best advice to small and medium sized businesses.

She qualified with the Institute of Chartered Tax Advisors the following year and works closely with the Senior and Tax Partners in relation to any tax advisory work. She also has her own portfolio of high net worth clients and assists the tax department with any technical queries they have.

Throughout her career Dawn has developed a particular interest in Trusts and Inheritance Tax and has built up a reputation in this niche area of taxation. She now works closely with local solicitors advising on all taxation and accounting aspects and has assisted clients to make significant tax savings through the use of trusts and estate planning.

Specialist Areas

Inheritance Tax Planning, Trusts, Succession Planning, Owner Managed Businesses, Profit Extraction Planning, Accounts & Business Support, Tax

Specialist Sectors

Food & Beverage, Retail, Rural, Travel & Tourism