About us

Meet the team and learn more about Peter Chalk & Co

Our Specialties

We specialise in dealing with the taxation matters of clergy

FAQ’s

A look at the most common questions we get asked

Our Services

Please click here for a full list or services we provide

areas of practice

tax credits

Child Tax Credit, Working Tax Credits and common mistakes..

financial advice

Overiew of financial advice we can offer you

record keeping

Visit our page explaining the legal requiements of recording keeping

our brochure

Download brochure detailing our fees and services we offer..

useful templates

Download and save important templates to use…

Appointments

Schedule an appointment with us..

About us

The business was started in 1969 by Reverend Frank Chalk, Peter Chalk’s father. Peter joined the firm in 1987, having previously trained as an accountant and worked for a local firm of accountants.

For nearly 50 years we have provided a high quality service assisting with both clergy and personal tax returns.

Whilst Peter has retired he has followed in his late fathers footsteps, and has become a consultant to the business. Nicola, Jamie and Charlie carry on both Frank’s and Peter’s legacy and we are the main leading specialists in the taxation of the clergy of all denominations.

Ministers of Religion are only a portion of our client base, and we also   deal with the taxation needs of individuals such as sole traders and those who rent out property.

 

Nicola Argent

Managing Director

 

Jamie Serplus

Company Director

 

Charlie Blow

Company Director

 

Support Team

Behind every tax return we complete, every letter we issue, every telephone call we take stand our unseen support team. Sally is the first point of contact when telephoning our office and she will give you a warm welcome!

Sally Eldred

Support Administrator

Andy Roe

Financial Services

Our Specialties

Not only are we experts in the field for taxation matters of clergy, our people are always here to listen and assist in anyway we can. Whether its personal income tax or full tax returns for the year that you need assistance with please dont hesitate to get in touch by phone or pop in for a friendly chat to see how we can help.

FAQ’s

I don't normally complete an Income Tax return. Should I be doing so?
If you are a stipendiary member of the clergy, you should be completing a return annually.
I don't have children, can I claim tax credits?
You maybe able to claim the working tax credit element, especially if you are living with a partner and one of you is not working.
I get full expenses from my parish. Do I still need to send a Tax Return?
Yes. In our experience no matter how well the records are kept, you spend more than is reimbursed. In addition, reimbursements are not usually covered by an Inland Revenue dispensation.
Can I claim for a mobile telephone?
Yes. To the extent of business use only.
I have a lodger. Do I need to declare rent?
To simplify matters for those who take in lodgers, there is a special tax relief called “Rent a Room” which enables you to receive rent of up to £7,500 per annum without having to pay tax, although this should still be shown on a tax return.
I let a property on which the rent received just covers the mortgage. Should it be declared?
Yes. There is a specific Property schedule to be completed even if, on paper, you are not making a profit.
Can we choose how to allocate the profit on property income?
Not normally. The proportion should be in accordance with ownership per the Title Deeds.
If I employ your practice will you save me money?
Hopefully. We will complete your Tax return in accordance with prevailing legislation and advise you of the legitimate expenses you can claim.
How can I get Started with you?
Use the contact form below and enter your details
Alternatively call us on 01476 591333

Let Us Help With Your Income Tax

We are a small, friendly firm and love what we do

For new potential clients, please send us a message we’d love to hear from you!