Lifestyle services

Lifestyle services

At Jomma Financial Ltd  we understand that planning for a secure financial future is a top priority for most individuals and businesses, and we have the necessary skills and expertise to help them achieve this.

Whether you are thinking about planning for your retirement or planning your business exit strategy, our Lifestyle team can advise on the options available to you which can help minimise your tax liabilities whilst protecting your wealth and assets.

Our specialist team at Jomma Financial Ltd have many years experience in helping individuals and businesses devise comprehensive plans for their future and can provide guidance in many areas including:

  • Income provision in retirement
  • Capital gains tax implications
  • Inheritance tax planning
  • Wills advice
  • Asset protection
  • Business exit strategy and succession planning

We can provide professional advice on the most tax-efficient solutions for all your wealth management needs including personal tax planning and corporation tax planning, so you can rest assured that as well as ensuring you are financially cared for today, your future is also in good hands.

Automatic Enrollment

Auto-enrolment

Are you getting ready for auto-enrolment?

Have you heard about auto-enrolment? It is the term for the automatic enrolment of employees into workplace pension schemes and it will affect all businesses.

Auto-enrolment has already started for larger organisations and by 2018, every business must operate a pension scheme for qualifying employees, with employee and employer contributions being paid.

Though 2018 may seem like a long way off, there is a lot to do – so in order that employers meet their requirements for auto-enrolment, they should start planning now.

We can help your business prepare for auto-enrolment compliance, providing help and guidance throughout the whole process; from helping you assess the cost for your company and providing assistance in setting up or reviewing your pension arrangements, to managing your payroll function so that you are fully auto-enrolment compliant.

We have prepared a free auto-enrolment pack which includes a comprehensive guide to auto-enrolment compliance and a useful Q&A guide to answer all your auto-enrolment queries.

So don’t delay – start your preparation today.