Our next event

Building brilliance in business: The seven leadership challenges in business

February 2018
View details

Our next event

Building brilliance in business: The seven leadership challenges in business

February 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 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 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
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"Simon is extremely supportive I am impressed with the service, professionalism and his friendly approach. Simon's expert advice and guidance has helped me to move forward and I am now looking forward to develop my practice.

Unlike previous accountants that I worked with, he is always willing to go the extra mile and I can recommend him wholeheartedly."
 
 

News

Lovewell Blake's GDPR journey
Shaun Mary

15 February 2018
GDPR is approaching, and fast. By 25 May 2018 all businesses will need to ensure they are complying with the legislation. We believe that the changes that are expected to take place will be positive, promoting the need to treat personal data with respect by everybody.
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Lowestoft accountant shortlisted for prestigious national award
Marketing Team

8 February 2018
A Lowestoft accountant has been shortlisted for a national award by a leading professional publication.
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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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Building brilliance in business: PR and the media
21 June 2018
This event is now FULLY BOOKED! We can add your name to a waiting list, but cannot guarantee you a space. At the fifth in our series of...
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Building brilliance in business: Search engines and the future of digital marketing
24 May 2018
For the fourth in our series of masterclasses for business owners and managers looking to develop their skills we will start to think about the use of search engines and...
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