Preserve family wealth

Do you wish to pass wealth onto your children, but have some reservations about their money handling skills? Perhaps you would like to set some savings aside to pay for your grandchildren’s education? Are you worried about family members or a former partner making an unwanted claim on your estate?

Trusts offer many practical uses. For example, you can use it to ring-fence assets that will pay for your care later in life.  You might also use it to maintain the financial security of vulnerable people, such as a child with additional health needs or an infirm or elderly relative.

Although the rules governing trusts are complex, the actual concept is relatively straightforward. You create a trust, you place your money or property into the control of a third party, who then manages and controls those assets for the benefit of others.

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Respecting your wishes

Our experts have extensive experience in planning, setting up and management of trusts – both onshore and offshore. By listening to your requirements, we can select and talk through different trust arrangement options and find a solution to suit your circumstances.

We can help you with:

  • Estate planning – organising your affairs to minimise the impact of inheritance tax (IHT) on your estate
  • Establishment and ongoing financial management and compliance – including preparation of accounts, filing of annual self assessment returns
  • Executorship – administering your legacy and dealing with distributions to beneficiaries, ensuring your wishes are fulfilled
  • Trustee service – taking responsibility for the management and oversight of your trust, including winding up trust arrangements once their purpose is served

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Albert Goodman Director Louise Osborne is an affiliate member of STEP, which means she is technically up-to-date at all times and is required to act professionally with integrity and in a manner that inspires confidence, respect and trust.

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How we can help

From bookkeeping through to year-end financial statement preparation, we support new ventures and well-established limited companies in all sectors to prepare accurate and compliant financial data. Our team of award-winning Institute of Chartered Accountants are here to help.

Many of our clients have discovered that outsourcing accounts is more cost effective and efficient. Especially if you are not yet large enough to have an internal accounting team or need some interim cover to fill the gaps during busy times. We are also happy to share accounting best practice on an ad-hoc basis.

Always mindful of your success and time pressures, our dedicated Albert Goodman Accountancy team will source the right solutions and services to fit your business situation:

  • Need guidance on the pros and cons of trading as a sole trader, partnership, limited company or limited liability partnership? We can recommend the most tax efficient and suitable business structure.
  • Unsure if you need to register for VAT? We can do the sums, prepare registration, and even file your VAT return.
  • Thinking about expansion? We can prepare cash flow forecasts and, if required, help you to arrange finance and source government grants.
  • Concerned you may be paying too much business tax? We can provide robust, compliant and practical advice to help mitigate your tax liabilities (and file accurate returns on time).
  • Seen a perfect business target? We can negotiate with the seller, conduct due diligence and valuations.
  • Want to save money on payroll running costs? We have a dedicated payroll team who can prepare payslips, calculate and submit compliant and timely real time PAYE and quarterly/end-of-year returns to HMRC.

You can also come to us for advice on record keeping, setting up partnerships and shareholder agreements, profit planning, and extraction, business development, and succession and exit planning.

If you share our business services vision and would like one of our Business Services Team to meeting with you for a non-obligatory, free-of-charge meeting then please contact our team.

Key Sectors

Agriculture

Care

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We have a great team of qualified and tallented people over our 8 offices.
Meet our agiculture specialists below. View our whole team section to meet the whole Albert Goodman range of experts.

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