Stephenson Smart are ideally placed to be your personal accountant. With offices in King’s Lynn, Gorleston, Acle, Fakenham, Wisbech, March and Downham Market we can be close at hand to help you with your personal tax and accounts.

Personal Accountant Specialists

We have a wealth of experience and knowledge in supporting our personal clients with the advice they need to manage their affairs efficiently and effectively.  Claire Melton is our specialist in Inheritance Tax and probate and estates and is a member of The Society of Trust and Estate Practitioners. We are licensed to provide probate services in Norfolk and Cambridgeshire by our regulator ICAEW.

This specialism to provide probate and estate services enables us to give enhanced support to our clients by assisting them with the administration of estates, dealing with the application for Grant of Representation and all aspects of Inheritance tax, without the need to involve a third party.

Personal Tax

There are many challenges that can come with managing your personal finances in a tax efficient way. Completing an income tax return can be complicated if you have varied income streams or have made recent changes.

Considerations around retirement planning, capital gains tax and even the advent of having to provide information digitally as part of the Government’s Making Tax Digital changes, can all be a challenge.

Our tax specialists are experienced in helping our clients navigate the challenges, and offer support and advice to ensure tax efficient compliance.

Property Tax Specialists

Stamp Duty Land Tax and Capital Tax Gains are two tax obligations that must be considered with the buying or selling of residential property.

Stamp Duty is a tax you might have to pay if you buy a residential property or a piece of land over a certain price. This tax applies to both freehold and leasehold properties – whether you are buying outright or with a mortgage.

Capital Gains Tax is a tax on the profit when you sell something that has increased in value. The tax is payable on the gain you make, not the amount of money you receive.

“I sold a property this year and had to sort out Capital Gains Tax. Claire helped me both before and after the sale. Before the sale, she worked out the likely tax implications, and helped me understand my options properly – such as extra pension contribution. After the sale, Claire did the final calculations and made it incredibly easy for me to submit the tax declaration. Claire made the tax part of selling my house really easy for me and gave me the peace of mind that I was both complying with regulations and making the right financial decisions for my family.”

Ian Harris, personal client

We have been providing accountancy services in East Anglia for over 100 years and support our many clients with an individual, professional service.

Please contact us if we can support you with your personal accountant needs.

Our Offices

King's Lynn Office

22-26 King Street, King’s Lynn,
Norfolk, PE30 1HJ

Open 9am until 5pm Monday to Friday

T:   01553 774104


Gorleston Office

East Coast House, Galahad Road, Beacon Park,
Gorleston, Great Yarmouth, Norfolk, NR31 7RU

Open 9am until 5pm Monday to Friday

T:   01493 382500


Acle Office

Queens Head House, The Street, Acle,
Norwich, Norfolk, NR13 3DY

Open 8:30am until 5pm Monday to Friday

T:   01493 750207


Fakenham Office

10 Oak Street, Fakenham,
Norfolk, NR21 9DY

Open 9am until 5pm Monday to Friday

T:   01328 863318


Wisbech Office

2 The Crescent, Wisbech,
Cambridgeshire, PE13 1EH

Open 9am until 5pm Monday to Friday

T:   01945 463383


March Office

23 Dartford Road, March,
Cambridgeshire, PE15 8AN

Open 9am until 5pm Monday to Friday

T:   01354 653026


Downham Market Office

1st Floor, 9 Market Place,
Downham Market, Norfolk, PE38 9DG

Open 9:30am until 4:30pm Tuesdays and Fridays

T:   01366 384121


Contact Stephenson Smart