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Personal Tax and Private Client Services

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

Call us on 0800 6526623 Get in touch
Call us on 0800 6526623 Get in touch

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 you are receiving the best possible all-round service.

  • Highly qualified and experienced Partners specialising in personal taxes
  • Proactive advice complimented 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 in 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

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

Get in touch

Key partners and staff

Colin Fish

Partner

Kevin Bunting

Partner

Mark Haylett

Partner

Victoria McIntosh

Adele Cooper

Manager

Andrew Miller

Tax Consultant

Colin Chamberlain

Manager

Edward Passmore

Tax Consultant

Melissa Welton

Tax Consultant

Natalie Miller

Senior Tax Consultant

Shaun Davison

Manager

Stephen Dakkak

Manager

FAQs

Can you help with my pensions and tax planning?

Our tax advisory team have a broad range of expertise and can advise you on all aspects of planning and compliance. However, what sets Lovewell Blake apart is our own firm of Financial Advisers Lovewell Blake Financial Planning.

Our Financial Planning Consultants work seamlessly with our tax teams to provide a uniquely joined up and tailored service. From retirement planning to tax efficient investments and transactional advice we have the full range of expertise working together for you.

Can you help with tax advice for Landlords?

The relevant tax rules and regulations for property owners and landlords have been changing in recent years and it is important that those taxpayers affected are receiving the right advice. We advise a number of local landlords from those with one or two buy-to-let properties to more structured businesses holding broad portfolios of residential and commercial properties.

Our Managing Partner Colin Fish works closely with the Eastern Landlords Association, regularly presenting at events and hosting local landlords forums. Our team of tax partners and consultants have a detailed knowledge of all relevant tax laws and regulations.

See our dedicated Landlords page for more information on our services or get in touch to speak to one of our experts.

Why might I need Tax Investigation Cover?

Lovewell Blake Tax Investigation Cover will pay our professional fees for dealing with an HMRC investigation or enquiry.Our cover is market leading and there is no excess to pay. In the event of a tax investigation or enquiry we can handle everything including all correspondence with HMRC and even host meetings with the Inspector on your behalf.

Even if you have done nothing wrong it can take time to prove this to HMRC and deal with their letters and enquiries. Many of our clients value the peace of mind TIC provides. See our dedicated Tax Investigation Cover page for more information and to subscribe online.

Related news

Making pension contributions before the end of the tax year 2019/2020

04.02.2020
Ricky Banham
Financial Planning
3 min read

The end of the tax year is an important time for planning and managing your finances, especially when it comes to your pension.

All News

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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Personal Tax and Private Clients

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Startup and High Growth Companies

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

SMEs and Family Businesses

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

Corporate Advisory, Tax and Audit

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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