Our next event

HR masterclass: Navigating the National Minimum Wage (4 July 2019)

July 2019
View details

Our next event

HR masterclass: Navigating the National Minimum Wage (4 July 2019)

July 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 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

National Volunteers' Week - Why should it matter for employers?
Vicky Webber, HR Consultant

4 June 2019
This week is National Volunteers’ week – a chance for organisations and charities to celebrate and say thank you to the millions of volunteers across the UK who support them, but why should it matter to you as an employer?
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Mary Schofield, tax partner at Norwich accountants Lovewell Blake

Taxes made easy
Marketing team

31 May 2019
We're pleased to share our latest guide with you that includes a few suggestions for ways in which you can save money on your personal tax bill. It also gives details of some recent changes which may be of interest to you and your business.
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