Acquisitions and Disposals with Albert Goodman
Making the right decision to acquire new business assets or choosing the right time to dispose of your assets is a complex process that requires extensive analysis and a captive eye on the market conditions.
At Albert Goodman our diverse expertise means that we will provide you with the support you need throughout the buying or selling process, giving you confidence to make the right decision for your business at the right time. We offer a clear and flexible fee structure to give you peace of mind throughout what can be a testing time.
Latest case studies
Somerset Motorhomes Centre and Albert Goodman
Somerset Motorhomes Centre is a family owned business, based across two sites on the outskirts of Taunton. The owner, Tom Lower and his wife Maria have over 18 years of experience in the sector. This wealth of experience coupled with their
Read more
Ian Dance Services and Albert Goodman
Ian Dance Services are the leading Catering Engineers and equipment suppliers in the South-West of England. Run by Bruce and Glyn, this close-knit family business has provided support to various catering establishments, including Pubs, Hosp
Read more
Martock F.I.T- Client Case Study
Nestled in the heart of South Somerset is the quaint village of Martock, home to 5,000 people and a selection of pretty hamstone buildings. New to the village is Martock F.I.T, a friendly, community orientated gym co-founded by Dave Root an
Read more
Classic Canes- Client Case Study
Classic Canes Limited is a Somerset-based family business specialising in growing, manufacturing and wholesaling walking sticks, seat sticks an umbrellas. It was established in 1982 by Diana and Ben Porter when they realised the raw materi
Read more
Giving grandchildren a worry-free education
A client who had set up and run his own business came to us for advice on how to reduce his inheritance tax liabilities, which would have been substantial had he passed away within the next seven years.
Read more
Insuring against Inheritance tax
A long-standing client had, during his career, built up a substantial property portfolio. One of these properties he had decided to gift to his son who had recently married. But he was also concerned that if his death occurred in the next f
Read more
Care with peace of mind
A widowed gentleman with no children had moved into a high quality care home because he no longer wanted to live on his own. He was ‘self-funding’ fees of over £4,000 a month and was concerned that he might run out of funds during his
Read more
Keeping it in the family
Like many of those we help as part of our Later Life Financial Solutions, Mr H came to us for an entirely different reason: to discuss his annual tax return. As he was in his late 50s, the conversation turned to his plans for retirement –
Read moreGet started today
Contact us today and speak to our expert team to get started
Latest from Albert Goodman
Tax and succession planning
10 years into your business, retirement may seem a distant milestone. Yet this can be the ideal time to start the development of your succession plan. But how and where should you begin? And why is tax and succession planning an important a
Read more
The Downward Spiral – How to Spot it Early and Recover
Running a business is challenging, cash rarely flows in a steady stream and costs can rise sharply and unexpectedly making managing liquidity difficult. The majority of businesses will go through peaks and troughs of growth. But how to dist
Read more