Tailored Accountancy Services Exclusively for Charities

We specialize in supporting charities with financial compliance, governance, and maximizing income. Here’s how we can assist:

Annual Returns for Charities

• Assistance with Charity Commission annual returns (registered charities in England/Wales).
• Compliance with income thresholds, governance reporting, and regulatory deadlines.
• Preparation of trustee annual reports, statement of financial activities (SOFA), balance sheets, and notes to accounts.

Independent Examinations

• Required for charities with income between £25,000 and £1 million (if not legally required to audit).
• Cost-effective review to ensure financial records comply with charity law and the Charity SORP.
• Examination of transactions, fund allocation, and governance processes.
• Post-examination report with actionable recommendations to strengthen financial controls.

Gift Aid Setup & Claims

• Setup:
  • Register your charity with HMRC for Gift Aid eligibility.
  • Draft compliant Gift Aid declaration forms (essential for reclaiming tax).
  • Guidance on eligible donations (e.g., UK taxpayer requirements, excluded gifts).
• Claims:
  • Maximize reclaims: 25% extra on donations (e.g., £1 donation = £1.25 for your cause).
  • Submit Gift Aid claims via HMRC’s online portal.
  • Advice on the Gift Aid Small Donations Scheme (GASDS) for small cash donations (up to £8,000 annually without donor declarations).

Payroll & PAYE Services

• PAYE Compliance:
  • Set up and manage your PAYE scheme for employees and trustees (if applicable).
  • Process payroll accurately, including income tax, National Insurance, and auto-enrolment pension contributions.
• Real-Time Information (RTI) Submissions:
  • Timely payroll reporting to HMRC each pay period.
• Year-End Reporting:
  • Prepare and submit P60s, P11Ds, and Full Payment Submissions (FPS).
  • Resolve HMRC queries and avoid penalties for late/missing filings.
• Advisory Support:
  • Guidance on employment law, volunteer expenses, and taxable benefits for staff/trustees.

Additional Support

• Bookkeeping: Maintain accurate records for seamless financial reporting.
• Tax Advisory:
  • VAT advice (e.g., charity exemptions, partial VAT recovery).
  • Guidance on charity-specific tax reliefs (e.g., business rates relief).
• Governance Checks: Ensure trustees meet legal obligations and follow best practices.

Next Steps
Share your charity’s details (e.g., income level, fundraising activities, or compliance challenges), and we’ll help you:
✅ Meet regulatory deadlines.
✅ Optimize Gift Aid and other income streams.
✅ Simplify payroll and governance processes.

Contact us today to discuss your charity’s accountancy needs!

Focused solely on charities – no companies, no jargon, just expert support.