Unlock additional growth opportunities by partnering with Markel Tax

Markel Tax is delighted to be working with CharterGroup as an Affinity Partner to empower members with the expertise needed to increase revenue, support your clients and compete with bigger practices. We align closely with CharterGroup’s strategy and values of support and collaboration, by working in partnership with accountants, not in competition, to offer a range of services to compliment your practice and provide additional revenue streams.

Working with Markel Tax, a market-leading fee protection provider, means access to a robust insurance cover and additional benefits that focus on your and your clients’ needs.

To help you effectively run your business and support your clients, you will gain access to:

  • Robust fee protection insurance – with £125k cover and enquiries into CJRS/SEISS and SDLT with regional equivalents covered
  • In-house tax and VAT helpline – staffed by 12 tax experts with over 300 years of combined experience
  • In-house 24/7 legal helpline – staffed by solicitors to support with employment law queries available for you and your clients
  • Markel’s Law Hub – contains employment law and health and safety guidance, along with tailorable contract templates available for you and your clients
  • Complementary marketing support – to help promote your fee protection scheme to drive new business opportunities
  • Access to R&D, Funding, IR35 and other complex tax advisors – allowing you to offer more consultancy services to your clients

To find out more about our fee protection insurance and the benefits of partnering with Markel Tax,  speak to your dedicated CharterGroup contacts today.

Dominic Priest – Call 0333 305 3539 or email dominic.priest@markel.com

John Hull – Call 0333 920 3491 or email john.hull@markel.com

Thought leadership and expertise

Our tax experts regularly provide topical articles, blogs and webinars on prominent tax matters, keeping you and your practice informed on the latest developments in the tax arena. Keep an eye on the Knowledge Hub where Markel Tax will regularly update members with our latest thought leadership.

Budget 2021 webinar

This year’s Spring Budget announcement from Rishi Sunak was one that focused on recovery from the fiscal impact we have witnessed through COVID-19, one which this country hasn’t seen since the Second World War.

To help you and your clients understand what these changes really mean, we have partnered with Alvarez & Marsal – a leading name within the tax industry. By creating a webinar which delves further into the key points of the announcement, we hope to pull out some key insights to help you support your clients further.

Click here to watch the webinar

A topical overview of serious tax investigations

John Lewis has recently joined the investigations team at Markel Tax after nine years with HMRC in a variety of specialist roles. Most recently, he worked within HMRC’s Fraud Investigation Service, handling Code of Practice 8 and Code of Practice 9 investigations and has significant experience of the “Contractual Disclosure Facility” (CDF). In this article, he looks at HMRC’s work in this area. Read more

Changes to R&D legislation combined with a post-pandemic economy: A time to be vigilant

New measures to the Finance Bill of 2021 with regards to R&D Tax Credits have come into force with regard to accounting periods on or after 1 April 2021. Justine Dignam, director of incentives and reliefs, has put together this article to cover everything you need to know. Read more.

Click here for more industry news and articles from your Markel Tax experts >>