Our next event

Trainee Insight Evening

January 2018
View details

Our next event

Trainee Insight Evening

January 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 assist you in setting up and administering wills and trusts, talking you through the most suitable options and ensuring they remain up to date at all times. We will also act as executors of your will if you need us too.

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
"Lovewell Blake help us with much more than just the year end accounts and tax. They facilitated a valuable strategic planning exercise for us and also provide independent input at board meetings, ensuring these remain business focussed."
 
 

News

VAT alert: Planning permission
Liz Hill

15 December 2017
How vital is it to have planning permission? What happens if it is obtained retrospectively?
Read More

Unique opportunity to gain insight into career in accountancy
Marketing Team

15 December 2017
Young people considering a career in accountancy are being offered a unique opportunity to gain an insight into life at one of the region’s top firms, when Lovewell Blake opens its doors for a trainee insight evening early in the new year.
Read More

See all our news

Events

Trainee Insight Evening
9 January 2018
We are pleased to offer you a unique opportunity to gain an insight into life as a Lovewell Blake trainee. Book your place to join us on Tuesday 9 January...
Read More