Our next event

Halesworth Farmers' Evening

February 2020
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Our next event

Halesworth Farmers' Evening

February 2020
View details

Private client

Accountants Norfolk Suffolk Cambridgeshire

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
"I have used Lovewell Blake for my business and personal tax affairs for over 25 years and I have had no cause to question or complain about their professional attitude or execution of both my personal or business affairs."
 
 

News

Basic financial planning
Andrew Spaxman

20 January 2020
With an expensive holiday season now over, it is time to consider what the new priorities for your money should be.
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RDPE Growth Programme funding opportunity
Mat Waters

7 January 2020
With the future of farming subsidies uncertain, diversification projects have become increasingly vital for farming businesses to both identify and attract new sources of income. However, these diversification projects often require significant capital investment to get off the ground. So, when new funding becomes available towards such projects, any farming...
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