Will Writing and Estate Planning Solihull
Jerroms Guides Sale of Boston Insurance to JMG Group
Jerroms Corporate Finance are delighted to have assisted with the acquisition of Boston Insurance by JMG Group.
Yorkshire-headquartered JMG Group’s recent strategic acquisition brings Solihull-based Boston Insurance Brokers into its growing national portfolio. The move strengthens JMG’s presence in the Midlands and adds specialist expertise in the construction sector and general commercial insurance market.
Jerroms Corporate Finance are delighted to have assisted with the acquisition of Boston Insurance by JMG Group.
Yorkshire-headquartered JMG Group’s recent strategic acquisition brings Solihull-based Boston Insurance Brokers into its growing national portfolio. The move strengthens JMG’s presence in the Midlands and adds specialist expertise in the construction sector and general commercial insurance market.
Founded in 1994 by Gerry Boston and now led by his son Rob Boston, Boston Insurance Brokers has built a strong reputation for client service and sector-specific knowledge. The firm brings a team of experienced professionals to JMG, along with deep-rooted relationships and insight into the construction industry in addition to an established book of commercial business.
The transaction was advised and supported by Jerroms, with Chasz Coulsting, Head of Corporate Finance and Ross Davis, Senior Associate at Jerroms Corporate Finance, leading the advisory process.
Nick Houghton, CEO of JMG Group, commented: "Boston Insurance Brokers is a fantastic addition to the JMG family. Their specialist knowledge, particularly in construction, complements our existing capabilities and aligns with our strategy to grow through quality partnerships. We’re excited to welcome Rob and the team and look forward to supporting their continued success."
Rob Boston, Managing Director of Boston Insurance Brokers, added: "Joining JMG Group marks an exciting new chapter for our business. Being part of JMG allows us to grow and develop in a manner which was not previously possible whilst crucially retaining key elements that made the Company successful in the first place, namely our company brand, experienced staff and office location. We are proud of what we’ve built in Solihull and look forward to leveraging JMG’s resources and network to deliver even greater value and service to our clients. I would also like to thank Jerroms Corporate Finance, for their invaluable support and guidance throughout the acquisition. Their expertise made the process smooth and efficient from start to finish."
This acquisition reflects JMG Group’s ongoing commitment to expanding its footprint across the UK through partnerships with high-performing regional firms.
Sell side legal advice was provided by Browne Jacobson and buy side by Gordons LLP.
Jerroms Corporate Finance ensure successful sale of leading air compressor provider
Jerroms Corporate Finance is pleased to have advised and supported Bambi Air Compressors (Bambi Air) in its acquisition by Lucena Capital.
Situated in Birmingham, Bambi Air specialise in producing a wide variety of electric-only, oil-free, and silent air compressors for the dental & medical, OEM & scientific, and industrial sectors.
Established in 1977, by its current owner Laurence Clutterbuck, who is looking to retire, Bambi Air have a worldwide reputation for manufacturing quality products and providing outstanding after-sales care and servicing.
The buyer, Lucena Capital, founded by Ben Suquet, specialise in acquiring UK SME businesses from retiring owners to drive sustained success and long-term growth. The acquisition of Bambi Air further broadens Lucena Capital’s portfolio, having acquired Impress Group, a leading provider of precision engineering services in the UK back in November 2023.
Jerroms Corporate Finance acted as lead advisor to Bambi Air, guiding them through the process from start to completion, and will continue monitoring and supporting Laurence throughout the post-deal integration phase.
Ben Suquet, Managing Director, Lucena Capital said: “I am thrilled to be part of the ongoing journey that Bambi Air has been on over the last 47 years. Their legacy is commendable, having established a specialist engineering and manufacturing business that consistently prioritises customer satisfaction through unwavering commitment to quality. Lucena Capital was created precisely for such succession scenarios. I am eager to collaborate with the Bambi Air team and assist in their ambitions to expand the business further.”
Laurence Clutterbuck, Managing Director, Bambi Air commented: “Jerroms provided excellent support throughout the acquisition process. From the outset they provided clear guidance to both us and the vendors and were always on hand to resolve any challenges that arose during the deal. Having their expertise to steer the deal in the right direction was crucial in driving the project towards a successful conclusion.”
Clare Lang, Partner, mfg Solicitors said: “It was a pleasure to represent the shareholders of Bambi Air in the successful sale to Lucena Capital. This transaction marks a significant milestone for Laurence, Ben and all parties involved, and we are proud to have played a part in facilitating this deal. Working alongside the talented team at Jerroms has been an exceptional experience, and their expertise was instrumental in achieving a smooth and successful transaction. We wish Bambi Air continued success under its new ownership.”
Legal support for Bambi Air was provided by mfg Solicitors and Cooke Corporate for Lucena Capital.
Successful sale of leading lift service provider
Jerroms Corporate Finance have provided lead sell-side advisory support to the owners of Elevate UK Lifts Ltd (Elevate UK), a leading provider of lift servicing and maintenance. The successful sale to Deltron Lifts, forms part of their growth strategy and will further enhance their presence across the Midlands.
Established in 2014, the owners of Elevate UK have developed and supported the business, fostering long-term relationships with customers across a range of sectors. They have also built a dedicated team of experienced and highly-skilled engineers committed to providing high standards in lift maintenance and customer service.
Ross Davis, Jerroms Corporate Finance said: “We are delighted to have advised and supported Elevate UK throughout the sale process. This deal represents a perfect fit due to their geographic synergy and like-minded focus on excellent customer service. Both parties showed a genuine commitment to guarantee a successful transaction, ensuring its continued prosperity. Special thanks to the teams at Wilkes and Higgs LLP for their support throughout the process, facilitating a seamless and organised transaction. Congratulations to all involved in this achievement.”
Harriet Taylor, Director, Elevate UK said: “The Jerroms Corporate Finance team guided us through the process step by step, ensuring we had a clear understanding to make informed decisions. We were very impressed with their professionalism and commitment throughout. It was important to us that the acquisition would ensure we continued to provide an excellent service to our customers, ensure the growth of the business and offer security for our staff.”
Legal support for Elevate UK was provided by The Wilkes Partnership and Higgs LLP for Deltron Lifts.
Successful EOT for leading jewellery manufacturer
The Jerroms Corporate Finance team are delighted to have provided advisory support to Merrell Casting Company Ltd, enabling the successful completion of an employee owned trust (EOT).
Watch our short video to find out more!
Jerroms Supports Leading HVAC Provider with Acquisition Advisory Expertise
Jerroms Corporate Finance advised and supported The Carver Group in the acquisition of S&P Coil Products Limited.
This strategic expansion significantly strengthens The Carver Group’s portfolio and extends its reach within the UK heating, ventilation, and air conditioning (HVAC) market. For over 50 years, S&P Coil Products has been a trusted supplier of quality products to various sectors, including the building services and education markets.
The integration of S&P Coil Products into The Carver Group enabled the company to offer a broader array of tailored products and solutions, designed to meet the demands of both the public and private sectors.
Chasz Coulsting, Director at Jerroms Corporate Finance, led the team at Jerroms providing transaction support services to The Carver Group on this acquisition. He commented: “We are thrilled to have assisted The Carver Group with this pivotal acquisition. Our team worked diligently to ensure a seamless process, and we are proud to have contributed to a transaction that will significantly enhance The Carver Group’s capabilities in the HVAC market. We extend our congratulations to both The Carver Group and S&P Coil Products and look forward to seeing their continued success. I would like to thank Adam McGiveron and Emma Bryant at Penningtons Manches Cooper for their professionalism and expertise in ensuring the very best outcome for everyone involved."
Aidan Killeen, Chief Executive Officer of The Carver Group, added: “This acquisition marks an exciting chapter for The Carver Group. As we integrate S&P Coil Products into our operations, we are poised to deliver an even broader range of high-quality solutions to our clients. Jerroms Corporate Finance and Penningtons Manches Cooper provided invaluable support throughout the acquisition, offering clear and strategic guidance that was instrumental in achieving this successful outcome. We are grateful for their expertise and dedication.”
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Astoria Song | NSX Summer Schools
Jerroms Corporate Finance provided exceptional transaction advisory support during the acquisition of NSX.
Their expertise and dedication ensured a smooth and successful process. We couldn't have asked for a better service.
Special thanks to Chasz Coulsting at Jerroms Corporate Finance for his unwavering support and guidance through both the business acquisition process and completion accounts.
The entire team made us feel valued throughout the journey.
Jerroms Supports Leading HVAC Provider with Acquisition Advisory Expertise
Jerroms Corporate Finance advised and supported The Carver Group in the acquisition of S&P Coil Products Limited.
This strategic expansion significantly strengthens The Carver Group’s portfolio and extends its reach within the UK heating, ventilation, and air conditioning (HVAC) market. For over 50 years, S&P Coil Products has been a trusted supplier of quality products to various sectors, including the building services and education markets.
The integration of S&P Coil Products into The Carver Group enabled the company to offer a broader array of tailored products and solutions, designed to meet the demands of both the public and private sectors.
Chasz Coulsting, Director at Jerroms Corporate Finance, led the team at Jerroms providing transaction support services to The Carver Group on this acquisition. He commented: “We are thrilled to have assisted The Carver Group with this pivotal acquisition. Our team worked diligently to ensure a seamless process, and we are proud to have contributed to a transaction that will significantly enhance The Carver Group’s capabilities in the HVAC market. We extend our congratulations to both The Carver Group and S&P Coil Products and look forward to seeing their continued success. I would like to thank Adam McGiveron and Emma Bryant at Penningtons Manches Cooper for their professionalism and expertise in ensuring the very best outcome for everyone involved."
Aidan Killeen, Chief Executive Officer of The Carver Group, added: “This acquisition marks an exciting chapter for The Carver Group. As we integrate S&P Coil Products into our operations, we are poised to deliver an even broader range of high-quality solutions to our clients. Jerroms Corporate Finance and Penningtons Manches Cooper provided invaluable support throughout the acquisition, offering clear and strategic guidance that was instrumental in achieving this successful outcome. We are grateful for their expertise and dedication.”
Astoria Song | NSX Summer Schools
Jerroms Corporate Finance provided exceptional transaction advisory support during the acquisition of NSX.
Their expertise and dedication ensured a smooth and successful process. We couldn't have asked for a better service.
Special thanks to Chasz Coulsting at Jerroms Corporate Finance for his unwavering support and guidance through both the business acquisition process and completion accounts.
The entire team made us feel valued throughout the journey.
Will writing and estate planning in Solihull is something most people put off for far too long. According to the Money and Pensions Service, 56% of UK adults have no Will in place, including more than half of those aged 50 to 64. If that includes you, it’s worth considering how having a Will in place can make things much easier for the people you leave behind.
At Jerroms, our specialist team provides professional will writing and estate planning services from our Solihull and Halesowen offices. We help individuals and families protect their assets, reduce inheritance tax exposure and make sure the right people benefit from their estate.
Why Professional Will Writing and Estate Planning in Solihull Matters
Without a valid Will in place, your estate is distributed according to the UK intestacy rules. Under these rules, the law decides how your estate is shared, regardless of personal intentions. This can mean an unmarried partner receives nothing, stepchildren are excluded, and assets may not pass to the people you would have chosen. This can mean an unmarried partner receives nothing, stepchildren are excluded, and assets may not pass to the people you would have chosen.
A professionally drafted Will changes that. It puts you in control.
Beyond the Will itself, estate planning covers the full picture: inheritance tax planning, trust structures, Lasting Power of Attorney and guardianship arrangements. Done properly, it protects your family at every stage, not just at death.
Our Will Writing Service in Solihull
We offer a full range of will writing and estate planning services tailored to your circumstances.
Simple Wills
Legally robust documents for straightforward estates. Clear, precise and properly executed.
Complex Wills Including Trusts
For high-net-worth individuals, blended families or where vulnerable beneficiaries need additional protection. Trust structures within a Will can shield assets from care home fees, divorce proceedings and creditors.
Will Reviews and Updates
Life changes. Marriage, divorce, new children, property purchases and changes in tax law can all affect whether your existing Will still does what you intend. We review and update existing documents to reflect your current position.
IHT Planning and Lifetime Gifting
The current inheritance tax threshold sits at £325,000 for individuals, rising to £500,000 where the residence nil-rate band applies. Strategic planning, including lifetime gifting, business property relief and trust structures, can significantly reduce what HMRC takes.
Lasting Power of Attorney
A Will only takes effect after death. An LPA ensures someone you trust can manage your affairs if you lose capacity. We handle both property and financial affairs LPAs and health and welfare LPAs.
Will Writing and Estate Planning Solihull Cost
One of the most common questions we receive is what professional will writing costs in Solihull. The honest answer is that it depends on the complexity of your estate and what you need.
A simple single Will for a straightforward estate costs considerably less than a complex Will incorporating discretionary trusts or detailed IHT planning. The cost of getting it right is far lower than the cost of getting it wrong, through an invalid Will, a contested estate or an avoidable inheritance tax bill.
We provide transparent fee information at your initial consultation. No surprises.
Why Choose Jerroms for Will Writing and Estate Planning in Solihull
Jerroms brings together expertise across tax, financial planning and estate planning under one roof. For clients with more complex estates, that joined-up approach matters. Your Will, your IHT position and your wider financial plan are considered together, not in isolation.
Our Solihull office serves individuals and families across the West Midlands. We understand the local context and the financial complexity that often comes with it.
About The Author
Luke Brennan, Client Director at Jerroms: Luke is a Client Director at Jerroms, a firm of Chartered Certified Accountants who advises individuals and families on will writing, estate planning, Lasting Power of Attorney and probate. To speak to Luke, call 0121 693 5000 today.
Will Writing and Estate Planning Solihull FAQs
How much should a solicitor charge for writing a Will in Solihull?
Fees vary depending on complexity. A simple single Will typically starts from a few hundred pounds with a professional will writing service. Complex Wills incorporating trusts, IHT planning or business assets cost more. Always confirm what is included in any quote and check the qualifications of whoever is drafting your Will.
What is the biggest mistake people make when writing a Will?
The biggest mistake people make when writing the will is that they fail to keep it updated. A Will written before a marriage, divorce or the birth of children may no longer reflect your wishes and in some cases may be automatically revoked. Marriage invalidates a previous Will in England and Wales unless the Will was made in contemplation of that marriage. Review your Will after every major life event.
What is the golden rule in Will writing?
The golden rule of Will writing is that whoever prepares a Will for an elderly or seriously ill client should arrange for a medical practitioner to assess the client's testamentary capacity at the time of execution. This protects the Will from future challenges.
What is the 7-year rule for Wills and inheritance tax?
The 7-year rule for Wills and inheritance tax relates to lifetime gifting, not Wills directly. Gifts made more than 7 years before death are generally exempt from inheritance tax. Gifts made within 7 years may be subject to taper relief or included in the taxable estate, depending on the timing. Lifetime gifting strategies need careful planning alongside your Will.
What is more powerful than a Will?
A trust is more powerful than a will. Assets held in trust sit outside your estate entirely and pass to beneficiaries without going through probate. Trusts can protect assets from care home fees, divorce settlements and inheritance tax in ways a standalone Will cannot. A well-structured estate plan typically combines both.
What is the best way to leave your house to your children in Solihull?
The best way to leave your house to your children depends on your circumstances. Options include a straightforward gift by Will, a life interest trust allowing a surviving spouse to remain in the property while protecting children's inheritance, or a discretionary trust for more complex family situations. The right answer depends on whether you are married, whether care home fees are a concern and the size of your estate relative to the IHT thresholds.
Is a family trust a good idea?
For many Solihull families, yes, a family trust is a good idea. A family trust can protect assets across generations, reduce inheritance tax exposure and provide for vulnerable beneficiaries without affecting their means-tested benefits. Whether it makes sense for you depends on your estate value, your family situation and your long-term objectives. Our team can advise on whether a trust belongs in your estate plan.
Speak to Our Will Writing and Estate Planning Team in Solihull
Our professional Will writing and estate planning team advises individuals and families across Solihull and the wider West Midlands on all aspects of will writing and estate planning. Whether you are making your first Will, updating an existing one or need comprehensive estate planning advice, we provide clear, practical guidance you can rely on.
Get in touch by completing the form on our contact page, or call our Solihull office directly on 0121 693 5000 for a confidential discussion.
You can also find out more about our probate and estate administration services if you need support following a bereavement.
For further information on how Wills work in England and Wales, the GOV.UK guide to making a Will is a useful starting point.
Jerroms Financial Planning and our Mortgage & Finance services are authorised and regulated by the Financial Conduct Authority (FCA). Please note that other services offered by Jerroms are not FCA-regulated. If you navigate away from these regulated service pages, you will be leaving an FCA-regulated environment.
Jerroms Financial Planning and our Mortgage & Finance services are authorised and regulated by the Financial Conduct Authority (FCA). Please note that other services offered by Jerroms are not FCA-regulated. If you navigate away from these regulated service pages, you will be leaving an FCA-regulated environment.
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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.