“Imagine how much more holistic planning can be with knowledge from both a financial planning and a tax perspective,” says Charmaine. By looking at the our clients’ RetiremeantTM Plan from a tax perspective, helps facilitate a greater understanding of the Plan. “I am passionate about tax and our aim is ensure that our clients are compliant and that their affairs are structured in the most tax efficient way,” says Charmaine.
Charmaine, together with her family, established their tax and accounting practice 35 years ago and Chartered Tax is now a fully-fledged member of the Chartered Wealth Solutions Family. All Chartered Wealth Solutions clients have the option to include tax services as part of their RetiremeantTM planning. “We have up-to-date tax knowledge and vast experience with a variety of clients,” says Charmaine.
The serious implication of not having up-to-date tax affairs becomes obvious in Estate Planning. The new tax legislation requires you to have all your tax affairs in order before an Estate can be wound up, and this can cause mammoth delays and administrative wrangles. Charmaine and her team work closely with Chartered Legacy and Trust to shorten the process for clients.
Charmaine studied at the University of Pretoria and has a Master’s Degree in Tax. She loves travelling, and taking her granddaughter to see the Eiffel Tower and experiencing a white Christmas is on her priority list. She is married to a wonderful husband and has two children and two grandchildren. “They are my life!” says Charmaine.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)