Charter Tax have a strong personal tax capability, specialising in high net worth individuals and also particularly non-domiciliaries living in the UK.
We can help personal clients on a one-off transactional basis – such as for an international move or an asset sale – as well as on an ongoing basis, providing ongoing personal tax planning and compliance support. We seek to build a long term relationship with our personal tax clients, for whom we become a first port of call should there be a new family issue, a change in circumstances, or any other matter that should affect their tax position.
Particular areas Charter Tax are able to help in include:
- Preparation and submission of personal tax returns
- Tax planning for non-domiciliaries.
- Tax planning for non-residents, and individuals coming to, or leaving the UK
- Personal tax planning in anticipation of asset sales
- Personal tax planning for business sales and the availability of Entrepreneur’s Relief
- Tax advantaged investments (EIS, etc)
- Tax planning across the generations (see Trusts & Estates)