Charlotte Morgan Manager - Private Client Tax

Charlotte is a Manager in the Private Client Tax Advisory team, based in our Birmingham office. She advises high-net-worth individuals and owner managed businesses on a range of UK taxation issues, with a particular interest in re-organisations, inheritance tax planning and complex wealth structures.

Experience 

Charlotte is an ATT and CTA qualified Chartered Tax Advisor. She has been at the firm for over 6 years and during her time with us has worked in the Corporate Tax Compliance, Privately Owned Business Tax Advisory and Private Client Tax Advisory teams. Having worked across these areas, she has a strong working understanding of the UK tax system and the tax issues families and their businesses face. 

Work Highlights 

• Working closely with her clients to develop a strong understanding of their position, allowing her to provide pragmatic and tailored advice efficiently.