February 8, 2023
We are expanding!
We’re delighted to announce that we have merged with Financial Accounting Services, an accountancy and taxation firm based in Solihull. The Financial Accounting Services team have relocated to join our team based at Blythe Valley Park, and are operating as business as usual.
Managing Director of Jerroms, Mark Eden said the deal was part of a planned expansion strategy for the firm. He added “We have known Carl and his practice for many years and have thoroughly enjoyed working with them previously. We are really pleased to welcome them to our team – we believe they will be a fantastic addition to our Solihull office.”
Carl Hall, Director of Financial Accounting Services comments “Jerroms is an excellent fit for us – our shared core values allow us to continue to provide a high level of service to our longstanding client relationships whilst also allowing our clients the opportunity to benefit from utilising a broader range of specialist services within the Jerroms Group.”
If you are a client and need to contact any members of the Financial Accounting Services team you can reach them on 0121 693 500.
SUCCESSION PLANNING AND PASSING ON FAMILY WEALTH
Get In TouchPlanning for the future is one of the most important steps you can take to protect your family’s financial wellbeing and ensure your legacy is passed on in the most effective way possible. Whether you're considering gifting assets during your lifetime or establishing trust structures to safeguard wealth for future generations, succession planning requires careful thought, strategic timing, and a clear understanding of the tax implications involved.
This booklet provides a practical overview of the key considerations when transferring wealth.
We’ve summarised the main areas to consider and highlighted the potential advantages and pitfalls of each approach. While this guide offers a useful starting point, we strongly recommend seeking tailored advice to ensure your succession plan is both tax-efficient and aligned with your family’s needs.
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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.
