As recognised family business advisers, we support family business owners – across generations – in finding and navigating the best course for their businesses (and their families).
We support family business owners in finding and navigating the best course for their businesses.
Our specialist family businesses service includes:
Developing a family business code – by conducting individual interviews and questionnaires with key stakeholders, combined with a series of facilitated discussions, we work with family businesses to develop a tailored family business code
Succession planning – when the principles of succession planning are clear, we can advise on the tax implications and help you to act to optimise the tax position for the family
Supporting the next generation – we can provide specific training or act in a more general and wide-ranging mentor role for the next generation of (family or non-family) business leaders
What our clients say
Trusted advice and support
Charities & Not-for-Profits Partner
Susan provides audit, accounting, taxation and business advisory services to small and medium-sized limited companies, pension schemes, charities and not for profit organisations.Susan's profile >
Susan provides audit, accounting, taxation and business advisory services to small and medium sized limited companies, pension schemes, charities and not for profit organisations. She has extensive knowledge of accounts preparation and statutory audit work and advises on related corporation tax and income tax matters. Having qualified as a Chartered Accountant and Chartered Taxation Adviser with a national firm, Susan joined Sagars in 1998 and recently became a partner. She is a member of the ICAEW’s Charity and Voluntary Sector special interest group and is responsible for our graduate recruitment and on-going professional development programmes. Susan likes to spend her time away from Sagars in the great outdoors - cycling, walking and gardening in the summer months and standing on junior football touchlines in the winter months…she’s also a very dedicated mum. Favourite song: One, U2
Kevin is an FCA qualified accountant with lots of experience in dealing with owner-managed businesses. He works with the business client team at Sagars, looking after a portfolio of diverse clients with a focus on larger companies and complex groups.Kevin's profile >
Kevin is an FCA qualified accountant with lots of experience in dealing with owner-managed businesses. He works with the business client team at Sagars, looking after a portfolio of diverse clients with a focus on larger companies and complex groups. A Chartered Accountant and Economics graduate from Liverpool University, Kevin joined Sagars in 2006. Specialising in advising growing businesses of varying sizes across a range of industry sectors, Kevin has extensive knowledge of general audit work and particular expertise in working with groups of companies on complex audit matters, also providing tailored support to clients with overseas subsidiaries. After a hard day at the office (in Leeds), Kevin likes nothing more than to pull on his trainers and run home (to Huddersfield) … as a warm-up for the 100 mile challenges that he "enjoys" on a weekend! Favourite book: Life of Pi, Yann Martel
Kate works with businesses and their owners on tax strategies and mitigation, looking at business and personal tax structures to achieve long term goals. Kate's profile >
Kate spends a lot of time working with businesses and their owners on tax strategies and mitigation, which includes looking at the business and its structure, through to the owners personal tax situation and their longer term goals and plans. An experienced tax practitioner, a Chartered Accountant (a prize winner in her finals) and Chartered Tax Adviser, Kate has considerable expertise in tax planning and developing tax mitigation strategies for private and business clients – with particular experience in dealing with complex groups. Kate graduated from Oxford University, qualifying and working at a senior level with a Big 4 firm before joining Sagars in 2001 and becoming a Partner in 2003. Having walked down the aisle to 'Dizzy' by Vic Reeves and the Wonder Stuff, Kate was persuaded to move North from the West Country on the promise that the beer was better (we're thankful she didn't prefer cider). Favourite book: Da Vinci Code, Dan Brown
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