Accreditations/ Memberships of professional bodies
- Chartered Institute of Taxation (CIOT)
Charlotte is a Tax Dispute Resolution Director advising individuals, trustees and businesses on managing complex tax enquiries, investigations and/or disclosures with HM Revenue & Customs. She develops case management strategies, leads technical negotiations and supports proactive governance to minimise future disputes.
Charlotte brings 12 years of experience, gained at Big Four and top-10 professional services firms, where she built a strong reputation for managing large, complex COP8 and COP9 investigations with HMRC (amongst other disclosure types).
She is known for her calm approach to guiding clients through high-stakes and often emotive disputes with clarity, empathy and technical excellence, consistently achieving favourable and pragmatic outcomes. She works closely with intermediaries to support her clients.
In her role at Forvis Mazars, she plays a key role in strengthening the firm's tax dispute resolution capabilities, contributing to its national growth through her proven track record in developing strong and long-standing relationships and delivering successful results for her clients.
Charlotte has built a strong track record of successfully resolving complex and high-value disputes. She has led sensitive investigations from initial disclosure through to resolution, helping clients navigate uncertainty and reputational risk with confidence. Her key highlights involve positive feedback from clients and intermediaries as to her approach, identifying strategic opportunities to bring matters to an effective close, and earning trust with all stakeholders. She is recognised for her ability to deliver clear, practical solutions in high-pressure situations.
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