Offshore Trusts – What UK Clients Need to Know Now We are pleased to invite you to our next Charter Tax webinar, taking place at 12.30pm on Monday 14th April. This online session will offer valuable insights into the latest developments affecting UK clients with offshore trust connections, a complex area that continues to evolve […]
Here at Charter Tax, we are licenced to carry out probate and estate administration work, and, as our team includes both chartered accountants and chartered tax advisers, clients can be confident that we have the specialist knowledge – as well as the compassion and understanding – required to handle the tax affairs of the deceased […]
Charter Tax is delighted to announce that it has now joined forces with the Ludlow UK Trust group. Janet Pierce, founder of Charter Tax, said: “When I first formed Charter Tax in 2009, my vision was to create a full service accounting firm, specialising in looking after high net worth UK and international private clients, […]
Three 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 […]
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 […]
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 […]
Client Manager Nicola King qualified as a Chartered Certified Accountant in 2000 and, since then, has specialised in looking after the accounts and taxation affairs of owner managed businesses and private clients. She joined Charter Tax four years ago, having worked with Mark Howard previously and has developed a niche working with farms, landed estates […]