Charlotte Jelly - Wilson Partners

Charlotte Jelly

I’m a Client Advisor at Wilson Partners and re-joined the team in March 2023.

I was drawn to Wilson Partners by their focus on the wellbeing of the whole team whilst maintaining a fast-growing and professional environment.

Tax eNews:

Year end tax planning It’s not too late to undertake some end of year tax planning. If you have some spare cash, an obvious tax planning point would be to maximise your ISA allowances for the 2023/24 tax year (currently £20,000 each). You might also…

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Latest blog:

Let’s face it, none of us want to think about when we’re going to die, let alone talk about it, or consider if there’s going to be a tax bill waiting for our loved ones once we’re gone. But it’s really important to understand what your Estate is…

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Download:

Download our free eBook – The 7 pillars of business success

Download our free eBookThe 7 pillars of business success.

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Latest News:

We’re excited to announce that we’ve joined forces with Woking based firm Barnbrook Sinclair. The move strengthens our presence in the South East of England enabling us to bolster our audit, tax and advisory capabilities. Our latest acquisition…

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Latest blog:

What a Private Equity investor looks for Private equity investment is a fundamental source of business funding that plays a pivotal role in facilitating the growth of businesses across various sectors. It involves equity financing, where investors…

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