Our next event

Building brilliance in business: Volcanoes, videos and visual storytelling

September 2018
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Our next event

Building brilliance in business: Volcanoes, videos and visual storytelling

September 2018
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
"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

Chris Solt representing Nowich accountants, Lovewell Blake, meets Steve Jenkins of the Reepham Festival to celebrate sponsorship

Lovewell Blake revealed as church stage sponsor at Reepham festival for the third year running
Marketing Team

23 July 2018
One of Norfolk’s largest music festivals has welcomed back a major sponsor for the third year in a row: accountants, business advisers and financial planners Lovewell Blake.
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Matthew Crawley with Lovewell Blake’s new Corporate Finance manager, Matt Sturman, who is based in the firm’s Norwich office

New Corporate Finance manager for Lovewell Blake
Marketing Team

9 July 2018
Accountants, business advisers and financial planners Lovewell Blake have appointed Matt Sturman a manager in the firm’s Corporate Finance department, which is responsible for handling mergers and acquisitions, company disposals, business valuations, financial modelling and due diligence.
Read More

See all our news

Events

Retirement planning workshop (13 November 2018)
13 November 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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Retirement planning workshop (8 November 2018)
8 November 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...
Read More

Building brilliance in business: Wellbeing in the workplace
8 November 2018
In our eighth masterclass for business owners and managers looking to enhance their skills we will turn our thoughts to wellbeing in the workplace.
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