Business Details
50+ Years
experience
Specialist Clergy Tax Services Grantham
Peter Chalk & Co & Co has been providing specialist tax services since 1969, founded by Reverend Frank Chalk to support clergy with their unique financial needs. As a family-run firm with over five decades of experience, we combine deep sector knowledge with a commitment to accessible, client-focused service. Our team of qualified professionals specialises in personal tax returns, tax credits, and property taxation, serving both clergy and individual taxpayers. We maintain rigorous compliance with HMRC regulations while offering fixed-fee structures and digital submission capabilities to ensure transparency and efficiency.Our expertise extends to mortgage advisory services through partnerships with FCA-regulated providers, reflecting our dedication to holistic financial solutions. With a legacy of continuous service and adaptation to tax legislation changes, we prioritise clear communication and meticulous record-keeping to safeguard client interests.
Services
Personal Tax Returns
Tax Credits Claims
Property Taxation Advice
Mortgage Advisory Services
Financial Planning
Tax Record Keeping
HMRC Enquiry Support
Capital Gains Tax
Self-Assessment Returns
Tax Code Reviews
Details
- Year established: 1969
Highlights and features
- We have over 50 years of specialist experience in clergy taxation
- We offer fixed-fee tax return services with no hidden charges
- We provide HMRC-approved digital tax submission capabilities
- Our team includes FCA-regulated mortgage advisory partners
- We maintain meticulous compliance with tax legislation changes
Associations and certifications
- Financial Conduct Authority
Services
Personal Tax Returns
We specialise in preparing and submitting personal tax returns for clergy and individual taxpayers. Our service includes HMRC compliance checks, tax code verification, and handling formal inquiries. With over 50 years of experience, we ensure accurate reporting of income, expenses, and tax liabilities while maximising legitimate deductions. Our digital submission system guarantees timely processing and faster tax rebates.
Tax Credits Claims
We assist clients with Child Tax Credit and Working Tax Credit applications, including eligibility assessments and annual reviews. Our team provides free calculations for tax credit claims and helps complete necessary forms. We advise on income thresholds, disability allowances, and multi-child entitlements while ensuring compliance with HMRC requirements for clergy and lay taxpayers.
Property Taxation Advice
Our property tax specialists advise on capital gains tax implications for clergy housing, including principal private residence elections. We handle property income declarations, rental expense claims, and joint ownership tax allocations. Clients receive guidance on record-keeping requirements and HMRC compliance for property disposals, with a focus on clergy-specific tax scenarios.
Mortgage Advisory Services
Through our FCA-regulated partners, we offer mortgage advice tailored to clergy financial circumstances. Services include mortgage application support, remortgaging guidance, and property financing options. Our advisors help clergy navigate unique income structures and housing allowances to secure competitive mortgage terms while maintaining tax compliance.
Tax Record Keeping
We provide comprehensive guidance on maintaining tax records for mileage claims, business expenses, and capital expenditures. Our clients receive templates for expense tracking and mileage logs that satisfy HMRC requirements. We advise on document retention periods and digital record management to ensure audit readiness for both clergy and individual taxpayers.
People
Peter Chalk
Chairman
With over 31 years in tax services, Peter Chalk & Co & Co leads the firm's strategic direction. A Fellow Member of the Association of Accounting Technicians, he specialises in clergy taxation and maintains regulatory compliance. He combines technical expertise with community involvement as a local Rotary Club member and Churchwarden.
Nicola Argent
Managing Director
As Managing Director with 20+ years' experience, Nicola Argent oversees tax operations and client services. Her expertise spans personal and property taxation, with particular focus on clergy-specific tax issues. She ensures service quality across all client interactions and tax advisory deliverables.
Jamie Serplus
Company Director
Jamie Serplus manages tax advisory operations and client engagement strategies. With 15 years at the firm, he specialises in tax return preparation and compliance matters. He coordinates the team's professional development and maintains technical standards across all service offerings.
Charlie Blow
Consultant
Charlie Blow provides tax advisory services following his promotion to Company Director in 2022. With six years' experience in tax compliance, he assists clients with HMRC inquiries and tax credit applications. He focuses on developing digital service delivery methods.
Sally Eldred
Office Administrator
Sally Eldred has managed administrative operations for 14 years, serving as the firm's primary client contact. She coordinates appointments, client communications, and office logistics. Her organisational expertise ensures smooth delivery of all tax advisory services.
Questions
Do stipendiary clergy need to complete annual tax returns?
Yes, stipendiary clergy must submit annual tax returns even if expenses are fully reimbursed. HMRC requires disclosure of all income sources and potential tax liabilities.
Can non-parents claim tax credits?
Yes, working tax credits may be available for low-income earners without children, particularly when cohabiting with a non-working partner.
How do property rentals affect tax returns?
All property income must be declared on tax returns, even if mortgage payments equal rental income. We complete specific property schedules for HMRC compliance.
Do you handle tax return reviews?
Yes, we offer free reviews of previous tax returns and assist with completing annual tax credit renewals using HMRC-submittable figures.
How do you store client records?
We recommend digital record-keeping with regular backups. Clients should retain receipts or note reimbursements when submitting documents for tax return preparation.
Do you offer remote appointments?
Yes, we provide Zoom, telephone, and in-person appointments at our Grantham office for client convenience.
Reviews (2)
John Acreman
Nov 07, 2020
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For over 30 years the competence, professionalism and kind consideration of this totally reliable company has been of immense help to me. What more need be said?
Emma Racklyeft
Jun 08, 2019
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For 6 years I have used Peter Chalk & Co for my yearly tax review. Great service, professional and efficient yet warm and friendly. Highly recommended.
