How we can help your charity
We offer charities an unrivalled range of services. This includes tax and accountancy expertise, financial planning, and investment management. With this breadth of knowledge, we can help you with a wide range of charity issues including:
Helping trustees and leaders in many different ways
Sound financial planning and effective governance are vital to a charity’s reputation and success. This can place a significant burden on Trustees.
The challenges of evolving regulations and public benefit requirements, maintaining a reliable funding stream and keeping on top of employer responsibilities can be a tricky balancing act for charities, large and small. An effective investment policy is also essential to achieve a charity’s goals and demonstrate that Trustees are fulfilling their duty of care.
Similarly, schools and other educational institutions with charitable status need to be confident about their financial future.
- Staying up to date on best practice and new legislation
- The risk register, reserves and investment policies
- Specialist tax areas including property and VAT advice
- Cross border and international tax concerns
- Trustee information and support, including ongoing training and guidance
