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Our in-house team of Tax Specialists and accountants work closely with Financial Planning Specialists
to ensure that Tax Planning is an integral part of the comprehensive Financial Planning process.
Chartered Legacy and Trust Logo
Our in-house team of Tax Specialists and accountants work closely with Financial Planning Specialists
to ensure that Tax Planning is an integral part of the comprehensive Financial Planning process.

At Chartered Tax, we believe that tax planning is an integral part of the holistic financial planning process. Our in-house team of expert tax specialists and accountants maintain ongoing relationships with our clients, meeting with them several times a year.

We invite you to start your journey with us.

Charmaine Prout
Director of Chartered Tax

Our service suite includes the following:


Tax returns

Our tax team not only submits tax returns but also builds tax liability into your plan. We assist in calculating and filing your individual income tax return, provisional returns, and any individual tax-related issues.

Accounting services

The combination of tax and accounting services from our tax specialists provides several benefits, including expertise in tax laws, comprehensive financial advice, improved tax planning, time savings, and increased financial transparency.

Estate Tax

We assist our Legacy department in completing and submitting final tax returns for estates and ensuring compliance and finalisation of the estate.

Remuneration structuring

Our remuneration services provide a comprehensive solution for managing employee compensation and tax-related matters. By outsourcing these tasks, you can ensure accuracy, save time and potentially reduce costs. Our team ensures compliance with tax laws and regulations, preventing legal issues and penalties.

Retirement income that’s tax efficient

Our tax team knows you and your plans, whether for Retiremeant™ or for your estate, will, or trust. They work closely with your planning specialists to create a holistic view of your Retiremeant™ picture, enabling them to ensure that you draw your retirement income as tax efficiently as possible.

Long-term tax planning that makes a difference

We want you to be in the optimum position with regard to taxes, ensuring that you are tax compliant and have an efficient tax plan. Our experience shows that with a five-year lead time in tax planning, your results can be greatly improved. That’s why we place such an emphasis on our holistic planning process.

Clear tax compliance structures to give you the freedom you want

There are many financial transitions on your journey. At some point, you may want to sell your house, invest offshore, or retire to the next chapter you envision. When you do, you’ll get the tax clearances you need because our tax specialists have done the work to ensure that your tax plan is sorted and compliant. Most importantly, you’ll have the peace of mind that your tax affairs are in order, and there won’t be any surprises.