Our next event

Building brilliance in business: PR and the media

June 2018
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Our next event

Building brilliance in business: PR and the media

June 2018
View details

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 HM Revenue & Customs (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
  • you are a director of a limited company
  • repayment claims for beneficiaries of a trust etc
  • non residence tax and compliance
  • child benefit claim return forms
  • capital gains tax - if you have made a dispersal


Estate planning and administration

    We can help you in a number of ways when it comes to estate planning;
  • we can work alongside your legal advisers to:

  • - assist with the setting-up of your trusts to ensure they are tax efficient
    - ensure any will is prepared in a tax-efficient manner
  • we can assist with the administration of a trust

  • we can act as executors of your will should you need us to

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
Download
"Lovewell Blake help us with much more than just the year end accounts and tax. They facilitated a valuable strategic planning exercise for us and also provide independent input at board meetings, ensuring these remain business focussed."
 
 

News

Lovewell Blake named in national list of 100 employers for school and college leavers
Marketing Team

15 June 2018
Only Norfolk employer featured; ranked in top ten nationally in its sector A Norfolk firm with an industry-leading reputation for its apprenticeship and graduate schemes has been named one of the top 100 UK employers for school and college leavers for the second year in a row.
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Turkey Ball provides £13,000 boost to Norfolk bereavement charity
Marketing Team

8 June 2018
Norfolk’s children’s and young people’s bereavement support charity Nelson’s Journey has received a £13,000 boost following a hugely successful ‘Turkey Ball’ organised by Great Yarmouth Round Table earlier in the year.
Read More

See all our news

Events

Building brilliance in business: Cyber security
19 July 2018
In our sixth masterclass for business owners and managers looking to enhance their skills we will hear from Joseph Cooksey, Digital Engagement Manager from Barclays. Joseph will guide you through...
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Retirement planning workshop (5 July 2018)
5 July 2018
If you are approaching retirement you may be aware that there is a vast array of options available to you, as a result of the government’s pension freedom legislation. These...
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Building brilliance in business: PR and the media
21 June 2018
At the fifth in our series of masterclasses for business owners and managers looking to enhance their skills we will hear from Andy Newman of Newman Associates on PR and...
Read More