Financial Planning for Employers
Workplace Pensions
All employers have to provide pensions for their staff and many of our clients ask us to set this up on their behalf - to ensure the contributions are invested to maximise the returns and so that the staff appreciate the benefit.
We highly recommend making use of salary sacrifice which offers an incredibly tax-efficient way for the employee to make pension contributions, while the employer can also benefit from cost savings. If you already operate such schemes, it may be time to review your arrangements to ensure you are maximising the opportunity.
Keyperson and shareholder protection
These insurance policies insure against the loss – due to injury or death - of a key person or shareholder, and are a valuable investment to protect the business for the future.
It is not difficult to source an insurance policy, but the reason our clients come to us, and refer us to new clients, is the sound advice we offer, based on insightful research and years of experience.
Daphne Hemingway
Daphne has more than 27 years experience of specialist VAT litigation and dispute resolution skills.
She has an excellent success rate based on her thorough assessment of the cases. Other accountancy firms also refer their clients for these specialised services. VAT and property transactions are another specialist area for Daphne. A thorough understanding of land law, Daphne advises both property developers and house builders on means of saving VAT on transactions. She also works with law firms and provides bespoke, tailored training.
Jerroms Mortgage & Finance Ltd is registered in England and Wales. Registered number 11459888. Registered Office address as above. Authorised and regulated by the Financial Conduct Authority (reference number: 829252). Mortgages Together, Stratford Corporate Finance and Business Finance Quote are trading names of Jerroms Mortgage & Finance Ltd. VAT No. 326 4715 04.
Jerroms Financial Planning is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 300784. Registered in England and Wales under reference 4710626. Registered office address: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands B90 8AH.
Client Directors of the firm are not directors of Jerroms and are not subject to the obligations and responsibilities of directors within Part 10 of the Companies Act 2006.
Jerroms is a trading style of both Jerroms Business Solutions Limited (08923059) and Jerroms GCN Limited (08433008). Registered Office for each of these Companies is: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH. A list of directors is open for inspection at the Registered Office.
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