Our next event

COVID-19 - an update

March 2020
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Our next event

COVID-19 - an update

March 2020
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 2020/21
Tax rate card 2020/21
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
 
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

Residential property - Plan ahead for April 2020 changes
Keron Burroughs

28 January 2020
From 6 April 2020, there will be restrictions to Capital Gains Tax (CGT) reliefs on the sale of a property which has at some stage been an individual’s Principal Private Residence (PPR) and which may have been let during the period of ownership. In addition a provisional capital gains return...
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What is Inheritance Tax?
Stuart Lawn

27 January 2020
These days, Inheritance Tax (IHT) isn’t just something which concerns the mega wealthy; many of us can be caught out without realising it.
Read More

See all our news

Events

COVID-19 - an update
19 March 2020
We would like to reassure you that we are constantly reviewing the situation with regards to COVID-19. We are therefore currently suspending our scheduled events and we will continue to...
Read More