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Private client

Accountancy

Accountancy

Accountancy services in Norfolk, Suffolk and Cambridgeshire

As a private individual your accountancy needs will differ from those of a business. We can still help you in a number of ways:
Self-assessment tax returns - It is your duty to keep HMRC informed of any changes in your circumstances. The main way to do this is by filling in a self-assessment tax return. There are a number of reasons you might be required to complete a tax return including:
  • if you have a rental property you are required to declare it on your self-assessment tax return
  • director of a limited company
  • repayment claim – beneficiaries of a trust etc
  • non residence
  • child benefit claim return
  • capital gains tax


Estate planning and administration

We can assist you in setting up and administering wills and trusts, talking you through the most suitable options and ensuring they remain up to date at all times. We will also act as executors of your will if you need us too.

Trusts and tax planning
Working with you to understand your objectives we will make use of trusts and other tax planning tools to ensure those objectives are met..

Our job is to enable you to meet your financial and taxation obligations, whilst still protecting your assets for your future and that of your family.
Call us on 01603 663300       

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 

Helpful documents

Private Client Brochure
Private Client Brochure
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"We have used Lovewell Blake for our business and personal accountancy needs for a number of years. We always receive a professional, efficient and helpful service and feel safe in the knowledge that our accounts are in order. We would recommend Lovewell Blake to any business and have done already."
 
 

News

Autumn Budget 2017 summary
Marketing Team

23 November 2017
We are pleased to present a summary of the 2017 Autumn Budget, which the Chancellor of the Exchequer, Philip Hammond, set out on Wednesday 22 November. If you have any questions then please do contact us.
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LB tax, business and financial planning update November 2017
Marketing Team

13 November 2017
In this month's LB tax, business and financial planning update we bring you:
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