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. […]
Director David Page is currently celebrating ten years with Charter Tax, having joined in January 2010 as its first employee, after Janet Pierce had set up the firm a few months before. He had previously worked with Janet but admits that leaving the fairly large firm he’d been at for a few years to join […]
Karen Cahalin joined Charter Tax as a PA in 2012 and became an Executive Assistant in 2017. She previously worked in London for a large accountancy firm for ten years but after the birth of her second child, she made the decision to work locally. Karen found a role with a firm of investment advisers […]
Charlotte Jackson joined Charter Tax in 2012, having previously worked for another firm of accountants, as well being a legal secretary for a local law firm. “I came across Charter Tax via a recruitment agency, who said a local firm was looking for a PA,” explains Charlotte. “It sounded perfect, so I applied then and […]
The team at Charter Tax, like everyone else, has been inspired by the fundraising efforts of Captain Tom Moore in the run-up to his 100th birthday and recently made a donation to his fundraising page. Captain Tom had set himself a target of walking 100 lengths of his back garden (ten lengths a day) to […]