Trust Advice

We advise on the use of trusts in inheritance tax planning and asset protection, as well as preparing accounts, trust tax returns (including inheritance tax returns if required) and tax certificates for the beneficiaries. We will also work with the trustees on income tax and capital gains tax planning for the trusts.

For estates, where the executors prefer to make personal applications for probate, we can assist with the completion of probate applications and inheritance tax accounts, deal with tax obligations for the period of administration and prepare estate accounts. If the executors prefer to have estate matters dealt with by their solicitors, we will be pleased to assist with tax and accounting matters when appropriate.

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Jerroms is a trading style of both Jerroms Business Solutions Limited (Co ref no as already shown) and Jerroms (Bromsgrove) Limited (company ref no as already shown). Registered office for each of these companies is: The Exchange, Haslucks Green Road, Shirley, Solihull, West Midlands, B90 2EL.

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