New addition to the CK Private Client Team

CK are pleased to welcome Charlotte Moore to the Private Client Team. Charlotte has been working in personal tax for the past 10 years and is experienced in all areas of personal tax planning and compliance. Charlotte has a keen interest in Trust and Estate work and is looking forward to having the opportunity to develop her skills in an area which CK specialise.

Exam success continues at CK

Despite Covid a number of our staff have recently taken and passed exams. Matt Smith (accounts department) has passed another paper towards obtaining his ICAEW Certificate in Finance Accounting and Business qualification.

Holly Longthorn (tax and private client department) has passed two papers towards her ATT qualification.

A belated well done to Katy Shepherd who passed all her Society of Trust & Estate Practitioners exams and is now a TEP. There has been a delay in Katy receiving her certificate due to Covid.

Well done to all!

CK begins work with Lotus Flower Consultancy

CK is working with Lotus Flower Consultancy to help support our staff in developing both their professional and personal skill sets. Lotus Flower Consultancy will deliver a range of development programmes and bespoke services over the next 12 months.

Training Partner Wendy Davies commented, “My partners and I strongly believe in helping our staff develop not only their technical skills, but also their personal skills. We believe this is critical to ensuring we continue to provide the best service for our clients.”