Private Client Assistant Manager



Private individuals. Trusts.


Tax Planning. Tax Compliance.


Charlie Dunning is a Private Client Assistant Manager. His role involves managing and advising a portfolio of private clients that includes company directors, investors, barristers and trusts.

Charlie helps clients by managing their tax affairs, ensuring they are tax compliant, identifying their plans and goals for the future to identify tax planning opportunities for them to reduce their tax liabilities.


“My role involves helping clients to manage their own personal tax affairs, therefore it’s a given that this needs to be a close personal relationship. The ideal foundation for that relationship is focused around both parties’ abilities to provide clarity and communicate effectively. It’s important for me that I honour my clients by being clear and honest from the very first day about anything and everything. My word is very important to me, so if I say I’ll get something done for them then I’ll do everything to ensure that I get it done.”


“Even if they are in similar roles, all my clients are completely different, with different lives and circumstances. I love the variation that this brings; some cases are really complex or clients come to me with a uniquely interesting problem and it’s my job to provide high quality bespoke tax advice to help them. If I can give them peace of mind that their tax affairs are handled and in safe hands that’s a big win in my book.”


“One of the biggest challenges for private client is the high volumes of big data that we’re dealing with. At the same time we’re looking to ensure that our processes are both as streamlined and efficient as possible.

AAB Group being a tech-enabled business means that we are able to utilise technology to help us overcome this challenge. By creating workflows that reduce the risk of business errors whilst also streamlining what we do so that the team can recover well on work.”


“It’s really exciting to be part of AAB as we continue on the growth journey. Seeing first-hand how far the company has come is amazing. Especially as a business that puts technology and people at the heart of everything it does. I can’t wait to see what’s next for AAB . Great opportunities have already come during my time within the business, and I expect that trend will continue. For people starting out in their career there’s so much opportunity to really specialise and develop your knowledge that you might not get elsewhere.”


“One of the best compliments a client paid me came in two parts- following a planning meeting a client personally thanked me for explaining how the tax saving worked clearly and in a way that they were able to easily understand. A lot of what we do is technical and can be confusing, so I always try to explain that information in a way that is easily understood. That same client has since referred two new clients to me which was a compliment in itself. You’re not referring someone’s services that you didn’t think were very good so knowing that they enjoyed working with me enough to recommend me to others was amazing.”

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  1. Blog9th Oct 2023

    Charlie Dunning

    What Is The Basis Period Reform For 2023?

    What is the basis period? The basis period is the accounting period on which a business calculates their tax each year.  Ordinarily the basis period on which a business is taxed is the 12 month accounting period that ends within…

    By Charlie Dunning

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  2. Blog5th Oct 2023

    New Spanish Digital Nomad Visa allows access to the very attractive… Beckham tax law

    How does living & working in Spain for up to 5 years, whilst only paying 24% tax sound to you? Spain has always been a ‘go to’ holiday and retirement destination for Brits. The attraction is obvious – what’s not…

    By Charlie Dunning

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