Webinar: Your personal tax year-end checklist for 6th April
As the end of the tax year approaches, now can be a helpful moment to take stock of your personal finances and check whether you are making full use of the reliefs and allowances available to you. A little time spent planning before 6th April could help you feel more organised, more informed and more confident about the choices ahead.
On Thursday 12th February, Gravita Tax Directors, Charlene Griffith, Kelly Fern and Lekhrani Gya-Roopun will share a practical checklist of the areas worth focusing on this year. The session will be grounded in real examples and clear next steps you can take.
What we'll cover
- Pension contributions and the annual allowance
- Gift Aid and charitable giving
- Making full use of ISA allowances
- Dividend and capital gains tax allowances, including upcoming changes
Date: Thursday 12th February, 2026
Time: 12:00pm - 1:00pm
Registration is required by using the button below. After registering, you will receive a confirmation email containing information about how to join the webinar.
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Speakers:
Charlene Griffith
Director, Tax
Charlene Griffith joined the firm in 2005 as a Trainee Accountant and has built a successful career in tax over nearly two decades. After qualifying as a Chartered Certified Accountant (ACCA) in 2011 with a specialism in Advanced Tax, she went on to lead both the Payroll and Tax teams from 2015, before being appointed Director in 2024.
Charlene works closely with high-net-worth individuals, complex estates in administration, and clients facing HMRC enquiries, offering clear, strategic advice and a calm, solutions-focused approach. She’s also a passionate advocate for training, mentoring, and driving meaningful progress around diversity and inclusion within the profession.
Known for her energy and positivity, Charlene believes in bringing “good vibes” to everything she does, and never says no to great music.
Kelly Fern
Director, Tax
Kelly Fern is a Director in Gravita’s Tax team, with a strong background in advising owner-managed businesses on a wide range of tax matters. She qualified as a Chartered Accountant in 2018 and subsequently specialised in tax, becoming a Chartered Tax Adviser and member of the Chartered Institute of Taxation in 2022.
Kelly’s expertise spans capital taxes, corporation tax, and personal tax, with a particular focus on providing strategic, tailored advice to business owners. She is also experienced in managing complex interactions with HMRC and supports clients on a variety of general tax matters. Her up-to-date technical knowledge and practical approach enable her to deliver clear, commercial solutions in an ever-evolving tax landscape.
Kelly possesses in-depth expertise in the NHS Pension Scheme, particularly in relation to the complexities introduced by the McCloud remedy. She has successfully guided clients through the intricate processes of tax reporting and pension recalculations. In addition, she provides tailored advice on a wide range of personal pension matters, offering comprehensive support to clients navigating the broader landscape of retirement planning and this is often delivered in conjunction with Inheritance Tax planning.
Lekhrani Gya-Roopun
Director, Private Client
Lekhrani is a Director in the Private Client team. She is a Chartered Tax Adviser and is also a fellow of the Association of Chartered Certified Accountants.
Lekhrani has over 15 years of tax experience and joined Gravita in September 2022 to manage the private client team. She previously worked at other City accounting firms, including a top 20 firm. She ensures the Private Client department runs smoothly and works with partners and other tax experts to help clients meet their tax obligations. She is highly experienced and has a very hands-on approach and is involved in tax compliance at Gravita. Her expertise ranges from ATED, P11D, PSA and tax returns for individuals and partnerships.
Lekhrani also gets involved in consultancy work, providing tax advice for people moving to or from the UK. She helps clients understand complex tax rules and works with DFK International partners to provide an all-round tax service. She loves talking to and working with clients to establish the best outcome for them and is fluent in French and Hindi, enjoying using her multilingual abilities to develop stronger relationships with clients.
Lekhrani is passionate about developing and training her team to further their careers and likes nothing more than watching them progress and flourish.
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