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Charlotte has been working in the financial planning profession throughout her working life.
Charlotte is passionate about helping clients achieve their desired lifestyles and ambitions, working closely with them over the long term to build a holistic financial plan to provide peace of mind and opportunities throughout their lifetimes.
I have an extensive background in tax spanning over three decades. My professional expertise encompasses a wide spectrum of tax matters, with a particular focus on Capital Gains Tax (CGT), Inheritance Tax (IHT), and Trust planning.