Personal Tax and Private Client Services

Personal tax compliance, strategic tax planning and management of your pensions and investments

At Lovewell Blake we work hard to get to know you so that we can design a bespoke service built around your needs.

Our Partners and their team of personal tax and private client specialists have built up vast expertise and experience so that you have complete peace of mind that you are receiving the best possible all-round service.

  • Highly qualified and experienced Partners specialising in personal taxes
  • Proactive advice complemented by structured compliance support
  • Our own firm of Financial Advisers with full market access to investment and pension planning
  • A diverse team of specialists to support you though your financial journey

We'll help you plan for the future and manage your wealth both for the long and short term. Our team of financial advisers are on hand to help you maximise your investments and plan for a happy and financially secure retirement and beyond.

Different because you are

We pride ourselves on providing individually tailored services to our clients. Whatever your aspirations and priorities in business and life, we will be by your side with expert advice from local specialists. It is because your needs are unique, that the solutions we provide are distinct and personalised to you.

At the same time our tax consultants will ensure you meet your financial obligations by helping you file your tax returns, whilst helping to provide for your family in the longer term with careful tax planning.

You can relax in the knowledge your tax and financial affairs are constantly being monitored by experts who understand both your financial circumstances and your financial objectives.

Our range of private client services is extremely diverse as the demands of the individuals we advise is complex.

  • Preparation and submission of self assessment tax returns
  • Remuneration and tax planning advisory services
  • Wealth, investment and pension management
  • Accounting support for business or investment activities
  • Estate and probate planning and administration
  • In depth guidance on trusts including planning and ongoing management

The Tax Health Check document below is designed to help you make the most of your business and your personal finances by highlighting the main tax allowances and incentives and suggesting strategies that you might wish to incorporate into your own financial planning.  


Year End Tax Planning Guide

The past year has been very different. Covid-19 has left a mark none of us could have envisaged. Please be assured that we are always on hand to advise and keep you up to date with tax and finance measures as they unfold.

View the guide here

Get in touch to talk to one of our specialists and see how we can help simplify your financial affairs and support you.

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Key partners and staff

Colin Fish

Partner

Mark Haylett

Consultant

Adele Cooper

Manager

Andrew Miller

Tax Consultant

Edward Passmore

Tax Consultant

Melissa Welton

Tax Consultant

Natalie Miller

Senior Tax Consultant

FAQs

What do personal tax accountants do?

This is a very personal and trusted relationship so it’s not a straightforward question to answer. In our opinion the personal tax adviser should be seeking to understand more about your personal circumstances, and that of your immediate family, to allow advice to be provided on matters relevant to you. This could be technical support around taxation, being part of the trusted team to support particular transactions or a sounding board for future plans. Whilst the service can be one of compliance (help with submitting tax forms) the real benefit comes from creating that relationship which allows more rounded advice to be provided.

Do you help with wealth and pension planning?

There are often two distinct elements to wealth and pension planning. The first in understanding the diversification of investment you might need and the tolerance to risk. These areas are regulated and our connected company Lovewell Blake Financial Planning Limited has qualified Independent Financial Advisers who can provide support and help in this area.

The second element is often around wealth structuring and how best to manage investments / assets for your short and long term plans. These are very much advisory services we provided and having an understanding of your wealth, thoughts and main concerns will allow us to provide bespoke support to meet your needs. What might be right for one person is not necessarily right for the next so establishing someone’s key objectives is important.

Do you need an accountant to do your tax return?

No, you can create a government gateway and complete your own tax return. Please remember the UK tax system is based around self assessing – you assess your exposure to tax by completing a form and calculation. If there are errors in the disclosure, or an incorrect claim, HMRC have powers which permit penalties to be levied in addition to any tax due.

How long do I have to keep personal tax records for?

This depends on what type of records they are. It is often good practice to retain records for six years although certain information may need to be kept for longer, or less, but it depends on what the records are. You should always take advice on how long specific records should be retained.

Why should I choose Lovewell Blake to handle my personal taxes?

Our tax teams are very experienced and many have dedicated tax qualifications such as being Chartered Tax Advisers. We are therefore extremely capable professionals who, in addition, pride ourselves on getting to know your affairs so the best advice and support can be given.

What is a personal tax allowance?

This is the part of your income (or capital gain) which doesn’t attract a tax liability. The allowances for tax year 2021/22 are £12,570 (income tax) and £12,300 (capital gains tax).

Find your nearest office

Bankside 300
Peachman Way
Broadland Business Park
Norwich
NR7 0LB

(Sat nav postcode NR7 0WF)

Call:
  • (01603) 663300 (Accountants)
  • (01603) 619620 (Financial Planning)
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1a and 1b Cawston Road
Aylsham
Norfolk
NR11 6BX

Call:
  • (01263) 732151
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Excelsior House
9 Quay View Business Park
Barnards Way
Lowestoft
NR32 2HD

Call:
  • (01502) 563921
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First Floor Suite
2 Hillside Business Park
Bury St Edmunds
IP32 7EA

Call:
  • (01284) 337070
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Sixty Six
North Quay
Great Yarmouth
NR30 1HE

Call:
  • (01493) 335100
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The Wherry
Quay Street
Halesworth
IP19 8ET

Call:
  • (01986) 873163
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The Gables
Old Market Street
Thetford
IP24 2EN

Call:
  • (01842) 755032
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11 Lynn Road
Ely
Cambridgeshire
CB7 4EG

Call:
  • (01353) 662447
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Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.

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