Business Details
17 Years
experience
Trusted Chartered Accountants in London & Kent
Established in 2009, Charter Tax delivers comprehensive accounting and tax advisory services to businesses and high-net-worth individuals across the UK and globally. Our expertise spans corporate tax, personal tax compliance, VAT consultancy, international tax planning, and probate administration. We prioritise proactive service delivery, maintaining regular communication to ensure client needs are met with precision. Our team of chartered accountants and tax advisors, based in London and Kent, combines technical proficiency with a deep understanding of entrepreneurial challenges.We specialise in tax planning for non-domiciliaries, wealth succession, and offshore trusts, offering bespoke solutions without promoting tax avoidance schemes. Our approach mirrors that of an extended finance department, providing outsourced FD services and strategic guidance on business growth, restructuring, and compliance. With over 40 staff members, including board directors joining between 2018-2023, we maintain a stable team that clients can rely on for both technical expertise and practical business insight.
Services
Corporate Tax
Personal Tax Compliance
VAT Consultancy
International Tax Planning
Probate Administration
Trusts and Estate Planning
Bookkeeping
Company Secretarial
Tax Investigations
FD Services
Details
- Year established: 2009
Highlights and features
- We offer over 15 years of experience in tax planning and accounting services
- Specialised expertise in international tax issues and non-domiciliary compliance
- We provide outsourced finance director services with strategic business guidance
- Our team includes board-certified professionals with continuous leadership development
- We combine technical expertise with practical understanding of entrepreneurial challenges
Associations and certifications
- Xero
What people say
Most beneficial advice
Clearly explained tax issues
Complex tax problems resolved
World-class financial backup
Exceptional to work with
Services
Corporate Tax
We provide comprehensive corporate tax services including compliance, planning, and advisory for UK and international businesses. Our expertise covers corporation tax returns, tax-efficient structuring, and HMRC dispute resolution. Clients benefit from strategic guidance on tax implications of business decisions while maintaining full compliance with evolving regulations.
Personal Tax Compliance
Our personal tax service caters to high-net-worth individuals and non-domiciliaries requiring complex tax return preparation. We handle UK tax residency issues, offshore income reporting, and capital gains tax planning. Clients receive proactive advice on tax-efficient asset disposals and compliance with self-assessment requirements.
VAT Consultancy
We offer specialist VAT services covering compliance, registration, and strategic planning for businesses. Our expertise includes complex VAT recovery, cross-border transactions, and scheme optimisation. Clients receive tailored advice to minimise tax liabilities while maintaining full regulatory compliance across multiple jurisdictions.
International Tax Planning
Our international tax specialists advise on cross-border structuring, offshore trusts, and UK property investments. We help clients navigate complex tax treaties and residency rules while maintaining compliance with UK and foreign regulations. Services include pre-immigration planning and exit strategy development for global entrepreneurs.
Probate Administration
We provide licensed probate services handling estate administration from simple will executions to complex intestacy cases. Our team manages tax calculations, asset distribution, and HMRC compliance while offering compassionate support during difficult times. Clients receive transparent pricing and dedicated case management throughout the process.
People
Janet Pierce
Founder & Director
Founder of Charter Tax with 15+ years' experience in international tax planning. Specialises in non-domiciliary tax issues and author of Tolleys' Remittance Basis chapter. Leads strategic direction while maintaining hands-on client advisory roles.
David Page
Board Director
Joined the board in 2018 with expertise in corporate tax structuring and business succession planning. Oversees audit quality and compliance frameworks while mentoring junior staff in technical accounting standards.
Emma Cheeseman
Probate Specialist
Licensed probate practitioner managing estate administration cases. Specialises in complex intestacy rules and compassionate client support during bereavement. Leads the firm's probate service development and client education initiatives.
Nicholas Hughes
Tax Director
Board member since 2023 focusing on international tax compliance and corporate restructuring. Brings extensive experience in cross-border transactions and HMRC investigations. Contributes to firm-wide technical training programs.
Chris Page
Finance Director
Appointed director in 2022 responsible for financial oversight of client portfolios. Specialises in outsourced FD services and business process optimisation. Ensures consistent delivery of financial reporting standards across all client engagements.
Questions
What accounting software does Charter Tax use?
We are Xero approved partners but work with all major accounting software platforms to accommodate client preferences.
Do you specialise in non-domiciliary tax planning?
Yes, we have particular expertise in tax planning for non-domiciliaries living in the UK, including offshore trust structures.
Can you help with probate administration?
Yes, we are licensed to provide probate and estate administration services with dedicated specialists handling complex cases.
Do you offer outsourced finance director services?
Yes, we provide outsourced FD services including financial strategy, compliance, and business process improvement support.
What areas do you cover?
We operate from London and Kent offices, serving clients across the South East UK and internationally through our global network.
How do you handle HMRC disputes?
Our team has extensive experience in HMRC negotiations, tax investigations, and appeals processes to protect client interests.
