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

Professional, Proactive,
Partner-led advice


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


Private Client Services

LB Group offers a wide range of personal tax services tailored to your individual requirements with the emphasis firmly on maximising your money and minimising your tax liability in addition to meeting your filing and payment obligations.

Pre Year-End Tax Planning Meetings – This service is invaluable as when it comes to tax, it pays to plan ahead! Why not let LB Group review your financial affairs and tax liability throughout the year as we can help you to implement changes that have a real effect on the amount of tax you need to pay, making you significant savings!

Self-Assessment – Our experienced team of tax advisers can help with your personal taxation as well as help complete your tax return accurately and on time, also providing you with proactive advice minimising your tax liability.

Inheritance Tax (IHT) – Ensure that your estate is structured in the most tax efficient way! Our team will be there throughout the process offering flexible, pragmatic advice that ensures your planning remains relevant as both legislation and your lifestyle changes.

Trusts – Want to provide for future generations? Protect wealth? And ensure the family assets are ultimately passed in accordance with your wishes and used correctly?

LB Group can provide you support with all aspects of trust management, from formation to preparing annual accounts and tax returns, providing assistance with administration and trust compliance, through to planning and inheritance tax reporting requirements.

Estate Management – Our experienced team can help to relieve the burden and stress of estate administration and assist you in all the necessary Inheritance Tax compliance procedures when there is a death in the family. We can either assist the executor in their duties, by completing the necessary HMRC and probate forms, or alternatively, we can take on the role of executor thereby relieving the burden completely.

Tax Efficient Investments – Together with our colleagues in our sister company LB Financial Solutions, we are able to advise individuals who wish to use investments to shelter from the three principal personal taxes: Income Tax, Capital Gains Tax and Inheritance Tax.

We also offer bespoke investments and strategy advice on Enterprise Investment Scheme (EIS), Venture Capital Trusts (VCTs) and Inheritance Tax (IHT) Portfolios.

We have vast experience in all aspects of personal and trust tax issues with considerable expertise and experience in all aspects of estate tax planning. LB Group are passionately committed to delivering a service that is innovative, flexible and holistic, tailored for the individual needs of our clients.

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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