Protecting and maximising your income
Charities enjoy valuable tax reliefs, but the rules are intricate and the risks of getting them wrong are real. We help you stay compliant with HMRC and the Charity Commission while making sure you claim everything you are entitled to, so more of your money reaches your mission.
Gift Aid
We help you set up and run robust Gift Aid processes, prepare and submit claims, and make the most of the Gift Aid Small Donations Scheme, ensuring your declarations and records stand up to HMRC scrutiny.
VAT for charities
Charity VAT is one of the most misunderstood areas of tax. We advise on partial exemption, business and non-business activities, zero-rating and reliefs specific to charities, helping you avoid costly errors and unnecessary VAT.
- Business / non-business apportionment
- Partial exemption calculations
- Zero-rating and charity reliefs
- VAT registration and returns
HMRC & Commission compliance
From corporation tax on trading subsidiaries to Charity Commission filing requirements, we keep your obligations on track and your deadlines met, so nothing slips through the cracks.
Frequently asked questions
Are charities exempt from tax?
Charities enjoy valuable tax reliefs but are not automatically exempt from everything. Trading, VAT and certain types of income can still create liabilities, so it is important to structure activities correctly.
Can we reclaim VAT as a charity?
It depends on your activities. Charities often have a mix of business and non-business activity and may be partially exempt, which affects how much VAT can be recovered. We help you calculate this correctly.
What is Gift Aid and how much is it worth?
Gift Aid lets you reclaim 25p from HMRC for every £1 donated by a UK taxpayer, at no cost to the donor. We help you set up compliant processes and prepare your claims.
Related services
Year-end accounts
Statutory accounts prepared start to finish, whether SORP accruals or receipts and payments.
Accounting records & management accounts
Reliable bookkeeping and clear, timely management reporting for confident decisions.
Fractional CFO support
Senior financial leadership on a flexible basis, without the cost of a full-time hire.
Tell us about your organisation
We'll arrange a free, no-obligation consultation to understand where your finances are and how we can help you get where you want to be.