Business Details
50+ Years
experience
Your Trusted Partner for Accountancy Solutions
Charlton Baker has been redefining accountancy for decades, combining expertise in accounting, taxation, and business advisory services to empower clients toward financial freedom. Established in 1960, our firm has evolved through strategic acquisitions and technological innovation, maintaining a client-centric ethos. We prioritise transparency, fixed fees, and cloud-based solutions, serving businesses and individuals across the UK and beyond. Our team of certified professionals delivers tailored advice, from crypto tax compliance to wealth management, ensuring clients navigate complex financial landscapes with confidence.With offices spanning Bath, Bristol, Devizes, and other key locations, we blend local knowledge with global standards. Recognised as Best Larger Small Business in the South West, our commitment to radical honesty and client relationships underpins every service we offer.
Services
Accounting & Audit
Crypto Tax Advisory
Personal Tax Services
Bookkeeping & Payroll
Wealth & Probate
Details
- Year established: 1960
Highlights and features
- Fixed fees since 2008 with no hidden charges
- Paperless, cloud-based accounting systems for efficiency
- Award-winning team with expertise in crypto tax compliance
- Tailored services for businesses and individuals nationwide
- Proven track record supporting over 10,000 clients
What people say
Exceptional service
Crypto tax specialists
Professional and efficient
Trusted advisors
Award-winning expertise
Services
Accounting & Audit
We provide comprehensive accounting and audit services for businesses of all sizes, including statutory accounts, compliance, and stakeholder reporting. Our team ensures accurate financial records while offering strategic insights to support growth. With expertise in sectors like media and entertainment, we deliver tailored solutions that align with evolving regulatory requirements.
Crypto Tax Advisory
Specialising in UK crypto tax compliance, we help clients navigate taxation of cryptocurrencies, NFTs, and DeFi activities. Our services include transaction analysis, HMRC reporting, and tax-efficient structuring. We demystify complex regulations around staking, airdrops, and mining, ensuring clients meet obligations while optimising tax outcomes through expert guidance.
Personal Tax Services
From self-assessment to international tax planning, our personal tax services cover income tax, capital gains, and inheritance tax. We assist high-net-worth individuals and expatriates with residency planning and offshore disclosures. Our approach combines compliance expertise with strategic advice to minimise liabilities while maintaining full HMRC adherence.
Bookkeeping & Payroll
Cloud-based bookkeeping and payroll solutions streamline financial operations for businesses. We offer Xero and QuickBooks integration, VAT returns, debtor/creditor management, and CIS compliance. Our services extend to business administration support, enabling clients to focus on core operations while ensuring accurate, real-time financial data management.
Wealth & Probate
Our wealth management services include will writing, probate administration, and trust tax advisory. We help clients preserve assets through inheritance tax planning and lasting power of attorney arrangements. With specialist chartered advisors, we provide holistic solutions for estate administration and intergenerational wealth transfer.
People
Scott Sartin
Group CEO
FCA qualified with over 30 years in accountancy. Joined Charlton Baker in 1996, driving digital transformation and expansion. Specialises in strategic business growth and crypto tax innovation.
Jenna Sartin
Group Director of Legal Services
CTA and TEP qualified. Leads legal services division since 2017. Expert in will writing, probate, and trust administration. Focuses on integrated wealth management solutions for high-net-worth clients.
Elliot Cargill
Group Practice Director
FMAAT qualified. Joined in 1997, overseeing operational excellence. Champion of paperless accounting systems and cloud technology implementation across all offices.
Victoria Greenard
Group Chief Operations Officer
Overseeing organisational strategy and operations since 2022. Focuses on client experience enhancement and implementing the firm's six pillars of performance framework.
Owain Cassidy
Group Marketing Director
Driving brand development and digital marketing strategy. Leads community engagement initiatives and content creation, including the award-winning Crypto Crunch podcast series.
Questions
What crypto tax services do you offer?
We specialise in UK crypto tax compliance, covering cryptocurrency, NFTs, DeFi, and trading activities. Services include transaction analysis, HMRC reporting, and tax-efficient structuring for investors and traders.
Are you regulated auditors?
Yes, we are registered auditors with the Financial Reporting Council. Our audit services comply with international standards, serving businesses requiring statutory audits and assurance reports.
How do you handle international tax matters?
Our team advises on cross-border tax issues, including residency planning, double tax treaties, and offshore disclosures. We support expatriates and businesses with global tax compliance requirements.
What accounting software do you use?
We work with Xero, QuickBooks, and TaxCalc software. Our cloud-based systems enable real-time collaboration, automated reporting, and seamless integration with HMRC's Making Tax Digital requirements.
Can you assist with probate and wills?
Yes, our specialist team provides will writing, probate administration, and trust tax services. We offer holistic estate planning solutions to preserve wealth across generations.
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