If you are named in someone’s will as an executor, you may have to apply for probate. This is a legal document which gives you the authority to share out the estate of the person who has died, according to the instructions in the will. The word ‘probate’ comes from the Latin verb ‘probare’ to […]
It’s been a while since there has been any substantial announcements of new financial support in response to COVID-19, but after a summer spent Eating Out to Help Out, the Chancellor has today announced a new package of measures to support businesses and individuals who may be impacted by the recent rise in COVID cases […]
Client accountant Susie Weightman joined Charter Tax back in 2012 from another firm of accountants (where she worked in Rye and Bexhill). She was there for approximately nine years and, having completed her AAT qualification, and studying for her ACCA qualification she went on to qualify as a certified accountant in 2013. Before this, Susie […]
Team member Michael O’Brien is a self-confessed ‘petrol-head’ and when a friend asked him if he’d like to get involved with a ‘Skyline and GTR day’ to support a car-loving 12-year-old boy with a life-limiting condition, he jumped at the chance. The event organised for Taylor-Made Dreams – a Crowborough-based charity which enables children across […]
A particular niche of Charter Tax is looking after our clients’ international tax planning requirements, including both personal and corporate international tax planning. This places us in an ideal position to support individuals, such as internationally mobile entrepreneurs and high net worth individuals moving jurisdiction, as well as corporates wishing to grow or restructure internationally. Our work also […]
Joe Cleary has been with Charter Tax since October 2012 and qualified last summer which, he says, has given him ‘more responsibility’ over his workload. Over the years, Charter Tax has gained a reputation for supporting team members working to become qualified accountants and Joe adds: “Now I’m qualified, I have more time and resources […]
Two years ago, Client Tax Manager, Jane Hodge, started volunteering for the charity Tax Help For Older People, which provides free, independent help and advice for older people on lower incomes, who cannot afford to pay for professional tax advice. The charity says that it saves its clients some £1.5 million or more each year […]
Charter Tax Principal, Mark Howard, has lived in the village of Rotherfield for more than 25 years, where he is very much part of the community, and is a trustee of both Rotherfield St Martin and Rotherfield Village Hall. Rotherfield St Martin was set up to tackle loneliness among older residents in the village. […]
On Friday (29th May) the chancellor announced that a further grant would be made available to the self-employed whose businesses have been affected by Covid-19. This was anticipated given that Rishi Sunak had previously announced that the Job Retention Scheme available to support Employers and Employees would be extend to 31 October 2020, and so […]
On Friday (29th May) the chancellor, Rishi Sunak, announced the further details we have been waiting for to explain his plan to extend the Coronavirus Job Retention Scheme to October 2020. The announcement covered two alterations to the scheme – flexible furloughing and the requirement for employers to make some contributions towards the payments made […]