Income Tax Planning

Tax relief is available on pension contributions, meaning that some of your money that would have gone to the Government goes into your pension instead. Once we understand your financial situation, we can advise on the optimum amount to invest and the relevant investment funds for you, taking into account the annual and lifetime allowance tax relief limits.
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Working closely with our colleagues at Jerroms Miller Specialist Tax .
We can help you explore how an Employee Ownership Trust could work for your company.
Project Frost
Ref: David Fletcher
Description:
- Highly successful HVAC Project Management & Fit Out Specialist
- Established in 2002
- Established reputation
- All required key accreditations including ISO 9001, ISO 14002, f-Gas, Achilles etc.
- Nationwide presence but most projects are Central London
- Robust, proven, profitable and cash generative business model (with many costs outsourced)
- Established and experienced (share participating) 2nd tier management team
- Excellent client relationships with strong repeat business and retention rates
- Blue Chip project experience
- Owner/managers willing to support the transition.
Project Flash
Ref: Jodie Butler
Description:
- Established and highly profitable carpet and flooring company
- Comprehensive service offerings across the carpet and flooring sector
- Highly skilled and dedicated workforce
- Specialist skills in visual merchandising such as POS and POP
- Excellent customer relationships with strong repeat business
- Significant opportunity to expand the business
- Owner/managers willing to support the transition
Project Matrix
Ref: Jodie Butler
Description:
- Established and highly regarded first-tier manufacturer of prototype and production tooling, as well as complex plastic moulded components
- Multi award winning and accredited ISO 9001
- Highly skilled and dedicated workforce
- Excellent client relationships with strong repeat business across many sectors, including automotive, healthcare, plastic moulding and equipment supply
- Operates from leasehold premises
- Significant opportunity to expand the business
- Owner/managers willing to support the transition
Project Counsel
Well established IFA providing wealth management and financial advisory services.
- Growing Turnover and EBITDA
- Majority of Turnover is recurring
- Retirement sale
- Director willing to agree handover period
- Experienced team
- Freehold property
Project Mode
Ref: David Fletcher
Highly profitable business operating in the menswear fashion sector.
Midlands
- A fashion label brand that operates in a niche market catering to Gen Z menswear segment
- In addition to delivering its products through its website, the company has entered strategic partnerships with retailers and sells its products through physical stores and online distribution channels
- The company maintains long-standing partnerships with its wholesale customers and boasts a strong presence on social media platforms
- Turnover and EBITDA growing strongly
- Director willing to agree handover period
Project WHL
Long standing and highly profitable business operating in UK security sector that specialises in the sale, hire & maintenance of advanced detection equipment.
Nationwide
- Providers to public, private, leisure, aviation, and sporting sectors with long established repeat clients
- Turnover and EBITDA growing strongly
- Premises can be excluded from sale if necessary
- Agency/Distributor agreements with leading global equipment manufacturers and suppliers
- Director willing to agree handover period
- Any buyer would need to satisfy the conditions within the National Security and Investment Act 2021
Project Gold
Ref: Ross Davis
Well established fabricator of aluminium windows, doors and curtain walling.
Midlands based.
- Reputation within the trade for excellent service and ability to produce customised designs
- Operates from modern factory premises with 40 staff
- Loyal client base with high number of repeat orders; stable workforce with low turnover
- Poised to benefit from potential expansion opportunities
Project Chrome
Ref: Ross Davis
Bespoke metal fabrications business with in-house chrome plating facilities.
Midlands
- Full end-to-end service from initial design to small/medium batch production
- Good spread of sectors with long established repeat clients
- Turnover and EBITDA growing strongly with a number of expansion opportunities ahead
- Premises carries all necessary environmental permission and has capacity to expand
- Energy costs fixed until 2023 (electric) and 2026 (gas)
- Directors willing to agree handover period
Project Avant
Ref: David Fletcher
Midlands based freight forwarding and retail distribution company.
- Established in 2003
- £6.4m sales increasing to £20m + in current year
- Turnover has the potential to increase to £50m in 3 years
- Est EBITDA -£2.4m in current year
- Largest customer has awarded the company full distribution rights to the UK
premium retail - Investment (or existing capacity) is required to handle the new volumes and the owners believe the business may be better served within a larger organisation
- Currently 30k sq ft warehouse
- Est 100k sq ft required for new business volumes
- Current Fleet of 11 trucks
- Est 20 to 30 required
- Bond facility would be ideal
- Established and experienced management team
- Owner/managers willing to support the transition