2nd March, 2020
Keeping track of your pension pot is just as important as saving for your retirement, yet one in four adults aged under 55 are believed to be at risk of losing their pension fund.Read more
Our team of expert accountants, business strategists, tax specialists and auditors have worked with owners of a broad range of businesses at every stage of their development to grow, prosper and consolidate. In fact, we’re immensely proud that other accountants in Suffolk and UK-wide consult our tax saving experts for advice; we believe that speaks volumes about the depth of expertise and knowledge we possess.
Why am I not surprised to see such an admirable, thoughtful, organised mission from Jacobs Allen, to be there for everyone during this Coronavirus crisis?
I only thought yesterday that I would drop you a line and ask if we can keep going remotely as time at home brings helpful reflection and planning time often short-changed through busy lives.
Blooming well done everyone at Jacobs Allen!. Such an email exuding the humility we all need to more deeply reacquaint with as together we get through this wartime.
Stay well, stay safe and thank you warmly for your continued support!Janice J
Negotiating with HMRC on the valuation of shares in a family company, saving the client approximately £270,000 of capital gains tax.
A 3-year project including an unsuccessful low-profile marketing process, a proposed MBO that did not proceed and ultimately a successful sale to 3rd party. Negotiated and structured the final deal.
Assisting a client in extricating themselves from unsuitable banking arrangements and working with them to produce a business plan to enable them to trade cash positively in the future.
Fantastic, thank you. I’m not used to this level of efficiency…”Taff G
Many thanks again for your excellent work this year.”Elaine B
Advising on tax free extraction of profits for an active corporate client, saving approximately £300,000 in one year.
Many thanks for this advice and your admirable concision; it is most helpful.”Bruce B
Assisted MBO team in buyout including provision of MBO training. A few years later they decided to sell, and we approached several potential acquirers. Led protracted negotiations, managed the due diligence process and subsequently sold at a significant uplift on original cost.
Helping a client set up a new growth business alongside an existing business, advising on a structure that protects the existing business from inherent start-up risks, provides a ready made exit strategy and creates an environment for minimal additional tax liabilities for five years.
Planning a group reorganisation for a major corporate client, dealing with tax free exchange of shares and eliminating charges to tax on the transfer of assets within the group.
I chose to come to Jacobs Allen for advice as I felt you were clearly knowledgeable yet very approachable, friendly and welcoming. To have all of my queries dealt with so professionally in a relaxed manner allayed any concerns I had about my tax affairs, past present and future. Your advice giving me a clear plan of the actions I have to take and your offer of assistance to put it into practice helped enormously in focussing my attention on building my business.”John H
Owners wanted to retire to spend more time with their grandchildren. Business was marketed for sale after the first COVID lockdown and subsequently completed in the last lockdown.
You guys are the bee’s knees!”Jake B
Many thanks for all your hard work and I trust you and your team are keeping well.”Rachel B
Many thank for the excellent service Jacobs Allen has provided to the Wentworth, and I hope we shall continue our association for many years.”Michael Pritt, The Wentworth Hotel, Aldeburgh
Planning through the use of trusts for an individual to pass on to his children properties worth approximately £1m when completed and save inheritance tax of £400,000, also providing them with future income to fund higher education costs.
Thank you all for your very kind card which it was lovely to receive. Best wishes.”Pat M
Business successfully marketed with a view to quick completion, in order to resolve a shareholder dispute.
Enabling an individual to assist her daughter to acquire a property, obtaining tax relief for some of the mortgage interest and allowing the property to pass into the daughter’s possession and eventually be sold without incurring capital gains tax or inheritance tax.
Thank you so much for everything you have done, you have been ace!”Claire E
Alison used to work for my accountants, Jacobs Allen, and I must tell her in this difficult time they have kept me informed all the time without me contacting them. It has been really helpful. I used to think they were expensive but I know someone who pays a lot more than me and has had no contact from their accountants. I am really impressed!Fiona P – Pilates East Anglia
Helping a client to identify their personal and business goals, resolve their dilemma over the continuation or sale of their business and exit the business in a structured way, maximising the sale potential.
A big thank you to Sheila and her husband for delivering my documents safely. It was very kind of them, especially after working all day. Thanks for offering that service!Pat G
Owners were divorcing and wanted to dispose of the business promptly. Business was marketed for sale, a buyer willing to complete quickly was identified and deal agreed.
Thank you for your letter last Friday… We really appreciate all the help given from Jacobs Allen.”David F
I did interview several accountants with my Father and most definitely you stood head and shoulders above the rest. We absolutely made the right decision that day. Thanks for everything, Robert, and best wishes to you.”Shawna K
Once again many thanks for your work and prompt attention to my Returns.”Mike B
Chris was able to find a company who were in the same industry and who wanted to expand the geographic area to increase sales. He obtained a good price for me and gave me the opportunity to have 6 months of wind down before retiring.
He is a very calm and patient man who has tremendous experience in a specialist area of business and is honest about the possible options. His valuation and negotiation skills with Heads of Terms etc were spot on. We had a few changes along the way, but they were dealt with calmly and promptly.
He introduced the lawyer for the legal side who was also excellent. A good team. I’m very happy that Chris achieved the sale of my business which I built from nothing over 18 years.Kevin
I would like to take this opportunity to thank Mark for the help he afforded us in completing this year’s audit. As in the past our work was very much aided by the quality and clarity of his working papers.”Paul C
Following the sudden death of owner, worked with widow to reorganise business and keep in operation in preparation for sale. Successfully marketed and sold 2 years later.
Thank you for the meeting, you gave us great advice!”Martin E
…Again – thank you for all your kind help and attention. With best wishes.”Patricia M
Keith is obviously very knowledgeable and is able to relate his expertise in an easy to understand way. We will definitely use Jacobs Allen again and believe that it was a relatively small amount of money, well spent to have this financial and tax review.”Maddy R
We would like to thank you and your team for the outstanding service we have received over the years. I must, however, single out Carl for his personal efforts. His attention to detail and his ability to remember my history has been quite remarkableJohn A
Developing a scheme involving the retirement of a managing director of a farming company and the tax effective extraction of a freehold property involving a company purchase of own shares.
Structured and negotiated deal with vendor, prepared financial projections for MBO team and carried out due diligence work.
As always, a very good price for an outstanding service.Tim P
We used Chris to help sell our family business. He found us an international buyer and facilitated the whole process from beginning to end. He made it a simple uncomplicated process. His knowledge and communication were first class. I would definitely recommend Chris to anyone looking to buy or sell a business.Mark Holmes
We used Chris to help sell our family business. He found us an international buyer and facilitated the whole process from beginning to end. He made it a simple uncomplicated process. His knowledge and communication was first class. I would definitely recommend Chris to anyone looking to buy or sell a businessMark H
May I take this opportunity of thanking you for all your guidance and the friendly manner you approached every challenge I threw at you.”Pat L
Thank you so much Jaclyn & thank you also to Jacobs Allen for helping me to sort out my taxes.”Jill M
Renegotiated proposed deal to reduce up front consideration and eliminate requirement for bank finance. Carried out a limited scope due diligence assignment and liaised with solicitors to completion.
Thank you very much indeed. Your advice on VAT and other taxes has changed the financial landscape of my project significantly – for the better!”Richard S
Marketed business and obtained indicative offers. Negotiated and completed deal with the preferred multi-national purchaser.
Thanks very much for your advice Keith. It gave us plenty to think about and will help ensure that we are able to make the most of our savings and earnings”Dave R
Robert has characteristically suggested a neat solution to the problem…”Nicholas A
Thank you very much for your diligent service again this year.”David P (MBE)
Celia, It’s been a pleasure working with you – thanks again for your support.Ryan B
Putting together a scheme and obtaining Revenue clearance on it, resulting in the avoidance of Income tax and the minimisation of capital gains tax on the retirement of the founding directors from a company, involving the contemporaneous transfer of shares by way of gift and sale and company purchase of own shares.
Thank you for your most helpful advice and explanations. Much appreciated… I would add that the lady who greeted me was very welcoming and considerate and there seemed to be a pleasant atmosphere in your offices, which was most reassuring. Thank you again for your help.”Paul N
Arranged bank finance of £600k, prepared supporting financial projections, advised on tax implications and completed report to bank.
Many thanks for all of your help! You’re all such a friendly, helpful bunch!”Mike A
I would like to take this opportunity to convey my thanks and best wishes to you all for all the help and advice you have given me over the years. The service I have had from you has been first rate, and I would not hesitate to come back to you if my circumstances change.Angelika V
Negotiated deal and obtained the necessary finance by preparing business plan and projections to support £2m refinancing of the purchaser.