Our next event

Retirement Planning Workshop (10 Sept 2019)

September 2019
View details

Our next event

Retirement Planning Workshop (10 Sept 2019)

September 2019
View details

Private client

Personal tax services Norfolk, suffolk, Camb

Personal Tax Services

You will have access to an enviable team of tax specialists who are experts in their field.

In addition to timely preparation of your annual tax return and advice regarding tax liabilities, we will keep you informed about relevant changes to tax legislation and opportunities to reduce your tax bills.

As well as routine income tax and capital gains tax planning, we are able to offer detailed tax planning advice including inheritance tax planning and the use of trusts. You can decide how much support you need. Some of the areas we can help you with include:

Tax compliance
The preparation and submission of your annual tax returns and advice on your tax liabilities.

Income tax and capital gains tax planning
Structuring your affairs to minimise your income tax and capital gains tax liabilities.

Inheritance tax planning
Advice in relation to your current position and planning to mitigate the incidence of tax on your estate.

Estate administration
We can ensure the efficient administration of your estate after your death. We can also act as your executors if you wish.

Trusts
These are used extensively to provide tax and practical benefits. We can advise you on the suitability of a particular trust arrangement.


Working overseas
If you work overseas we can advise you on your tax and national insurance position.

Seafarers
If you are a seafarer you may be able to claim exemption from tax on your earnings.

Tax investigations
Should you become subject to an enquiry into your tax return we can support you. You will also have access to a comprehensive insurance policy to cover the costs of dealing with such an investigation.

Call us on 01603 663300       

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 

Helpful documents

Tax consultancy
Details of our specialist tax services.
Download
 
Tax rate card 2019/20
Tax rate card 2019/20
Download
 
Taxation services for landlords
Details of our specialist tax services for landlords.
Download
 
Working overseas
Do you qualify for exemption from UK income tax on your earnings?
Download
 
Taxes made easy 2019/20
Taxes made easy 2019/20
Download
 
Seafarers
Seafarers - Do you qualify for exemption from UK income tax on earnings?
Download
"Simon has given my company and personal accounts superb support and excellent professional service over the last ten years. We have had excellent service in all matters relating to tax and accounts and we will remain with the company for a long time coming - highly recommended."
 
 

News

LB tax, business and financial planning update
Marketing Team

16 August 2019
In this month's LB tax, business and financial planning update we bring you:
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15 August 2019
For teenagers up and down the country, A Level results day is a turning point. Many students reach this day with a clear plan, and know which path they want to take next. For others though, the results leave them none-the-wiser as to what next.
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