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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.

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.

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

Taxation services for landlords
Details of our specialist tax services for landlords.
Tax consultancy
Details of our specialist tax services
Working overseas
Do you qualify for exemption from UK income tax on your earnings?
Seafarers - Do you qualify for exemption from UK income tax on your earnings?
Tax rate card 2017/18
Tax rate card 2017/18
"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."


Autumn Budget 2017 summary
Marketing Team

23 November 2017
We are pleased to present a summary of the 2017 Autumn Budget, which the Chancellor of the Exchequer, Philip Hammond, set out on Wednesday 22 November. If you have any questions then please do contact us.
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LB tax, business and financial planning update November 2017
Marketing Team

13 November 2017
In this month's LB tax, business and financial planning update we bring you:
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