We are open Monday Weds Thurs Friday: 09:00 - 17:00
Closed Tuesdays. Appointments available outside working hours
0117 957 3537
Take control of your personal finances
As well as being specialists in business accountancy, we also provide dedicated services to individuals. We support those looking to create a financially secure future. From support with estate planning to self-assessment tax returns, we take the time to understand your needs, so that we can provide a bespoke service tailored to your individual situation and needs.
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We are proud members of the Institute of Chartered Accountants in England & Wales, and are committed to providing a genuine, honest service at all times. Based in Staple Hill, we can offer personalised accountancy services throughout the Bristol area.
Why make us your preferred personal accountants?
Clear, comprehensive explanations
Fully chartered
Friendly and approachable team
Tailored advice
Personal tax planning
Keep more of what you earn with our support. We can offer tailored advice to minimise your tax liability when it comes to income, Capital Gains or Inheritance Tax. We can also advise on tax returns, payment management, and trusts/estates.
Self-assessment tax
If you are a sole trader, it’s important to correctly complete and submit your self-assessment tax return. By coming to us, you can ensure all paperwork is correctly submitted, and any recent changes to tax laws are considered, helping you to avoid hefty fines. We can deal with HMRC on your behalf, including attending self-assessment enquiries where they arise.
Wealth management
Enjoy a more prosperous future with the support of Lloydbottoms. We can help you ensure that your wealth is managed as tax-efficiently as possible. We provide support when it comes to gifting strategies, tax-efficient saving, estate planning and much more besides.
Need to get a hold on your personal finances? For tax planning, assessments and wealth management,
call us now on 0117 957 3537.