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Chalmers & Co Chartered Accountants appoint new Partner

Chalmers & Co. are delighted to announce that Karen Williams has recently been appointed a Partner of the firm.  Karen joined Chalmers as a manager in the Yeovil office in July 2000, having obtained a Certified Accountancy qualification in 1999, and therefore has an excellent knowledge of the business, the established client-base and the local area.  In addition to her accountancy role, Karen also provides general business advice to clients with more involvement in dealing with limited companies and assisting with their accounting systems and processing.

With her desire to offer clients a more comprehensive service to accompany the accountancy qualification, Karen qualified as a Chartered Tax  Adviser in 2009.  With a particular penchant for Inheritance Tax, Karen considered that the firm would benefit from her obtaining accreditation for probate work.  Karen and Dale Parsons intended to work together to make this happen but, unfortunately, this was not to be although Karen has continued her pursuit of qualifying as a Trusts and Estate Practitioner and aims to qualify this year. 

Work and additional study leaves just enough time for Karen to compete in the occasional triathlon and half marathon, and to raise 3 daughters with her husband Matt Williams who is a partner in a local planning consultancy.

Reflecting on her decision to become a Partner, Karen said “We have experienced a tremendously difficult time over the last 14 months and I became much more involved with the day-to-day running of the firm to maintain a level of professionalism so that all our clients received the same level of service to which they had become accustomed. We have all faced a number of challenges since Dale Parsons first became ill and sadly passed away in December 2017. We all dearly miss him as a colleague and friend.  Dale was instrumental in Chalmers’ success and I aim to honour his memory by helping to continue his desire to further develop the firm and the services offered to existing and new clients with the fantastic team that we have at Chalmers.”

Simon Bachrach, Senior Partner said “We are delighted to welcome Karen as a new Partner of the firm.  Her expertise and experience with owner managed businesses will help us to expand further.  Also with her tax experience, we will be able to continue to offer high-level tax advice to businesses and individuals in the South West.”

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