Today, Boris Johnson announced the long anticipated new levy to help the crisis in the healthcare service. The aim is to raise an additional £12bn per year and this will be done by two separate taxes. Dividend tax rates are set to increase by 1.25% and will be legislated for in the upcoming finance bill. […]
The fifth Self-Employment Income Support Scheme (SEISS) grant is opening for claims and available to those who believe their business profit has been impacted by Covid-19 between 1 May 2021 and 30 September 2021 (and meet the eligibility criteria). The final day that claims can be made is 30 September 2021. While we can’t make […]
According to the latest ICAEW Business Confidence Monitor (BCM) published recently, business confidence has hit its highest level since the survey was launched 17 years ago. Sentiment tracked by the BCM found optimism at 38.5 on the quarterly index. The record reading for the second quarter of 2021 signals that a large majority of companies […]
At the beginning of June, the OTS (Office of Tax Simplification) published a document setting out the scope of a new high-level exploration of the benefits, costs and wider implications of changing the date of the end of the tax year for individuals. The review will focus on the implications of moving the tax year […]
Corporate Trainee Jonathan Masters recently gained his AAT (Association of Accounting Technicians) qualification which, he says, has helped him gain ‘a broader accounting knowledge’ allowing him to assist clients in more areas. Studying during a pandemic wasn’t pain sailing though. “I would say that my studies were definitely made more difficult during the pandemic, mainly […]
Charlie Goss, a member of the Corporate team at Charter Tax, has been promoted to Associate Director. She qualified as a Chartered Accountant in 2012 and joined the firm five years ago. Since then, she has qualified as a Chartered Tax Advisor (CTA). Before joining Charter Tax, Charlie’s background was predominantly working with OMBs [owner […]
While our team is traditionally busy supporting clients with submitting their Self Assessment returns ahead of the 31 January deadline, we always encourage them to get their information to us in good time. This gives us the opportunity to ask any additional questions and make sure we have all the information we need. We are […]
Malcolm Brewer has been part of the Private Client team at Charter Tax since December 2015, having been a colleague of Mark Howard’s for 30 years previously. “After working in ‘general practice’ for over 40 years I am able to deal with almost anything that is thrown at me,” says Malcolm. “I enjoy the range […]
Charter Tax is very proud to have welcomed renowned taxation expert Ray McCann to the team as a consultant. He brings with him more than 40 years’ experience in UK and international tax issues and is a Fellow and past President of the Chartered Institute of Taxation (CIOT). Ray has worked with Jane Hodge in […]
Tracy Belton joined Charter Tax in 2017 from another firm of accountants and works within the Private Client team as an Assistant Client Manager. Her role mainly involves the preparation of accounts and tax returns for sole traders, partnerships and trusts. She also has some involvement with small limited companies. Tracy says she enjoys the […]