Personal Tax Planning

Keron Burroughs, Assistant Manager for Lovewell Blake

We help to protect your interests and simplify your financial affairs so you can get on with the business of living life.

Keron Burroughs, Assistant Manager for Lovewell Blake

Individual taxpayers are exposed to a complex web of taxes, especially when investing in businesses, property and more diverse investment strategies. Planning for your future, retirement and succession also involves intricate considerations where good advice from highly experienced specialists is a must.

Protect yourself, your family and your future with specialist advice from a firm with over 160 years of heritage advising local people.

Everyone has different aspects to their tax affairs, there is no one-size-fits-all approach. 

Our team of tax Partners and Consultants work closely with our clients to help them realise their aspirations with efficient and secure strategies to safeguard wealth.

Some of the areas we can help you with include:

Our Partners and Consultants also work closely with our own firm of Financial Planning Consultants. As such we can provide a uniquely joined up approach to all aspects of pension/retirement planning, investment strategies and tax efficient savings options.

Useful documents:

Mary Schofield, Partner for Lovewell Blake

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.

Personal Tax Planning is, by its very nature, an advisory led bespoke service. Our team of Partners and Consultants is hugely experienced and qualified and their advice is valued by a broad range of local business people and individuals. If you would like to speak to one of our team, please get in touch to arrange a meeting or telephone call.

Personal Tax Planning Articles

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Principal Private Residence Relief – the Upper Tribunal rules in favour of the homeowning taxpayer

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Death and taxes

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Key partners and staff

Adele Cooper, Manager for Lovewell Blake

Adele Cooper

Manager
Melissa Welton, Manager for Lovewell Blake

Melissa Welton

Tax Consultant
Vicky Smith

Victoria Smith

Assistant Manager

FAQs

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 2022/23 are £12,570 (income tax) and £12,300 (capital gains tax).

Can I file my own tax returns?

Yes. Under Self-Assessment, everyone has ability to prepare and file their own tax returns without the need of professional assistance. Although, it is always beneficial to consult a tax specialist if you want peace of mind that your tax return is filed correctly and who can assist you in minimising your tax burden.

Can Lovewell Blake advise me on investments, retirement plans and other savings for the future?

Our Partners and Consultants also work closely with our own firm of Financial Planning Consultants . As such we can provide a uniquely joined up approach to all aspects of retirement planning, investment strategies and tax efficient savings options.

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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