Dawn Walton FCA, CTA, MAAT

Department

Dawn is a long-term trusted adviser, working closely with clients to assist in all manner of business making decisions for over 20 years. Qualifying at ICAEW in 2007 and CIOT in 2008, Dawn has progressed from the role of Tax Partner to Regional Managing Partner in a Top 10 firm, running her own office since 2014.

An all-round accountant and adviser, Dawn is always at the end of the telephone to discuss clients’ wants and needs. She’s well known for being very personable and sensitive, even when dealing with difficult circumstances such as death – ensuring succession and inheritance tax planning implements what the client wishes and makes sure to protect the assets in the manner in which they choose.

Dawn is a general practitioner and is responsible for the  North East region as well as the Private Client tax advisory services to the firm as a whole.

Dawn specialises in;  Succession Planning, IHT and Asset Protection Planning, Capital Gains Tax, Employee Share Option Schemes, Trusts and Estates, Profit Extraction Planning, Valuations and Pension Planning.