Pension Accumulation

We can help you at any stage of the accumulation process – from your very first pension, to conducting a thorough review to make sure your returns will be maximised on an ongoing basis.
Once a certain amount has been accumulated, we can help you explore alternative investment options. This delivers a wealth of benefits, including accumulating rent from an income-producing asset and avoiding corporation tax on sale.
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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