LB Group
Professional, Proactive, Partner-led advice
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IPSWICH
01473 359720
COLCHESTER
01206 867551
CHELMSFORD
01245 254780
LONDON
0208 221 8282

Professional, Proactive,
Partner-led advice

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LONDON: 0208 221 8282
CHELMSFORD: 01245 254780
COLCHESTER: 01206 867551
IPSWICH: 01473 359720

Email: info@lbgroupltd.com

Clare Eve

Clare Eve Associate Director

Background

Prior to joining LB Group, Clare has 18 years’ experience working in private banks, accountancy firms, and more recently in the Financial Services industry. Dealing with a wide variety of private client tax issues ranging from income tax and capital gains tax planning, inheritance tax and trust advice. She has a wealth of experience advising private clients, trusts and estates.

Summary

Clare joined LB Group in March 2017 as our Private Client Associate Director, covering all offices but be based predominantly at our Chelmsford office.

Clare is an expert in inheritance tax and trusts (CTA and STEP qualified). She spent the first 13 years of her career working in personal tax compliance and the last five years in a financial services firm providing tax advice to the financial advisers and their clients. 

The type of areas Clare has knowledge in include:

  • Inheritance tax calculations and planning – lifetime and deathbed, together with detailed knowledge on the residential nil rate band
  • Trusts – advising on trust based structures, deeds, planning around trusts and their beneficiaries
  • Trust compliance – trust tax returns and IHT forms
  • Pensions, in particular funding pensions, interaction of pensions and IHT, death benefit nominations (including by pass trusts)
  • Detailed knowledge of loan trusts, discounted gift trusts, wealth preservation trusts and protection
  • Investment portfolios, investment bonds, business property relief, AIM and EIS/SEIS/VCTs (from the investor’s perspective)
  • Strong income tax and capital gains tax knowledge

Contact Details

Office:Chelmsford
Telephone:01245 254 780
Email: clare.eve@lbgroupltd.com


LB Group Limited registered in England © 2019 Company Number: 2796741. Associate Directors are not statutory directors of the firm.

Chubb Insurance Company of Europe S. E, Policy Number: 82182733E. Limit of Indemnity £4 million on any one claim.

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