Inheritance Tax Planning
With inheritance tax set at 40% over a certain threshold, individuals are keen to maximise the amount they pass down to the next generation, rather than giving it to the Government.
We have a wealth of experience in minimising the inheritance tax burden which can be done via the right kinds of pensions and trusts or through more specific schemes such as Enterprise Investment, Entrepreneurs’ Relief or Business Relief Schemes.
We work extremely closely with our clients to achieve the right balance between providing for the next generation and making sure the individual’s own financial requirements, both short- and long-term, are addressed.
Get in touch
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
Project Flash
Project Matrix
Project Counsel
Project Mode
Project WHL
Project Gold
Project Chrome
Project Avant
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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