Charlotte Davies

US Tax Senior Manager

Charlotte is an US Enrolled Agent and member of the Association of Tax Technicians who has worked in UK and US tax for more than 10 years. She specialises in the US and UK taxation and reporting for trusts and their beneficiaries and is a member of the Society of Trust and Estate Practitioners.

Charlotte has experience of providing advice on a wide range of private client tax issues. Her primary focus is assisting US people on issues surrounding trusts, but she also advises individuals who were unaware of their US tax filing obligations and those who wish to give up their US citizenship. Charlotte also provides US estate and UK Inheritance Tax planning for US citizens and non-resident aliens.

Outside of work, Charlotte enjoys baking and long walks with her golden retriever, Bonzo.

Email: charlotte.davies@taxadvisorypartnership.com
Telephone: 020 8037 1082