Jonathan Savage ACCA, CTA
Position: Associate - Tax and Business Advisory
Simply put, Jonathan likes to help people. He enjoys being able to help clients by simplifying the complex world of tax and working with them as a quasi-finance manager, assisting with their general business needs, so that they are able to fully understand the financial aspects of their business whilst keeping a focus on what it is they do best.
Starting off in North Devon and finishing in London, Jonathan gained experience in the fundamentals of accounting, auditing and tax whilst studying to gain his AAT, ACCA and CTA qualifications. After spending the first six years working within the different aspects of the accounting industry, he chose to specialise as a corporate and business tax advisor, a role he has continued with since September 2007. For nearly eight years he worked in the City of London before deciding to relocate back to the West Country, joining Team CB in September 2016.
In his current role at Charlton Baker, he can help with most areas of business advice and general taxation, however, he has more recently helped his clients with conversion to the new UK Accounting Standards (FRS 102), successfully claiming research and development tax credits, obtaining additional tax relief through capital allowance claims, and undertaking corporate reorganisations in preparation for sale of a business, or for other family reasons.