Personal Clients

• Tax Compliance
• Tax Mitigation
• CGT Planning
• Estate Planning
• Trusts and Executorships
• Retirement Strategies
• Personal Financial Services

Personal Financial Services

Chater Allan has had a separate arm dealing with financial services for many years. Chater Allan Financial Services (www.chaterallanfs.co.uk), a parallel partnership, is regulated by the Financial Services Authority, and works closely with us to provide high quality advice both to our clients and to many who are not clients of the accounting firm.