Accountancy & Business Services

JERROMS ACCOUNTANTS & BUSINESS ADVISERS

Trust & Estate Tax Planning

In response to the growing volume of client enquiries surrounding Trusts and Estate Planning, Jerroms Group is pleased to introduce a dedicated department focused exclusively on managing assets for trusts, offering expert estate planning advice, and helping with probate matters, including calculation of Inheritance Tax and drafting the required forms.

We recognise that as a trustee or estate planner, navigating the ever-changing landscape of regulatory, tax, and compliance obligations can be complex, and our goal is to ensure that you make informed decisions - that serve your best interests both now and in the future.

We appreciate that every business, family, and individual operate differently.
We take the time to understand your circumstances, offering tailored solutions designed to protect and enhance your financial legacy. 

Get in touch

If you would like more information on how Trusts or Estate Planning could work for you and your family, please contact our experts:

Lisa Moody
Head of Trust & Estates Department
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Maisie Element
Trust and Estate Advisor
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Get In Touch

Please get in touch if you want to talk more about how we can help you.
We offer an initial consultation free of charge which gives us the chance to meet and discuss your needs, with no obligation.

Accountants in Solihull

Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

0121 693 5000

Accountants in Halesowen

West Point, Second Floor, Mucklow Office Park, Mucklow Hill, Halesowen, B62 8DY

01384 250202

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, B90 8AH