As matters relating to trusts routinely have a UK and offshore element, our team have experience and familiarity with various jurisdictions and can provide sound, competent advice with a view to creating a tax-efficient outcome for settlors and beneficiaries.
C&M offer tax advice and accounting services, during the course of this you may wish to explore tax efficient investment strategies. Charter and May Ltd (C&M) does not give financial advice to investors about the suitability of any investments.
Investors should always seek advice from a person who specialises in advising on speculative, illiquid tax efficient securities.
Unregulated investment opportunities are considered high risk. As such, we only provide tax advice to people who are sufficiently knowledgeable and experienced in dealing with investments that the person may want to engage in following that tax advice and as such we only deal with clients who are classified as Sophisticated Investors or high net worth investors.
The primary focus of our work is tax planning, however where the need to act on that tax planning arises we urge you to seek independent financial advice. People who are not ordinarily resident in the United Kingdom should ensure that they comply with the laws of their local jurisdiction before acting on any tax advice.
If you do not meet these criteria, you must NOT take any further action and leave this site immediately.
Charter and May Ltd is NOT regulated by the FCA and does not offer any investment advice. We are a firm specialising in tax planning and accounting services.
