Registered charities
Organisations reporting to the Charity Commission and their trustees.
Specialist Accounting
Charity & Trust Accounting
Accounts, tax, registration and compliance support for charities, trusts and community organisations.
Overview
How we help with Charity & Trust Accounting
Charities report to trustees, funders and the Charity Commission as well as HMRC. The reporting requirements are different, and so is the accounting behind them.
We prepare charity accounts under the Charities SORP, distinguishing restricted, unrestricted and designated funds properly, and produce the trustees' annual report to accompany them. Where an independent examination is required we can arrange or support it.
We also handle the tax side — Gift Aid claims including the small donations scheme, the treatment of trading activity and when a trading subsidiary is needed, plus VAT, which is rarely straightforward for charities.
What's included
Everything covered in this service
Scope is agreed in writing before we start, and the fee is fixed against it. If something falls outside, we tell you what it costs before doing it.
- Charity accounts prepared under the Charities SORP
- Restricted, unrestricted and designated fund accounting
- Trustees' annual report preparation
- Independent examination support
- Gift Aid claims and the small donations scheme
- Charity VAT, trading subsidiaries and rate relief
Who it's for
Built around how you actually operate
Trusts and foundations
Grant-making and family trusts needing accounts and tax returns.
Community organisations
CICs, clubs and community groups with reporting obligations.
FAQs
Charity & Trust Accounting — common questions
Does our charity need an audit?
It depends on income and asset thresholds and on what your governing document says. Many smaller charities need only an independent examination rather than a full audit.
Can we claim Gift Aid on all donations?
Only on qualifying donations from UK taxpayers with a valid declaration, and not where the donor receives a benefit above the permitted limits. Records need to support each claim.
How is your fee worked out?
Fixed fee, agreed before we start. Pricing depends on the size and complexity of your business, so get in touch for a free, no-obligation quote.
Can you help if we're switching from another accountant?
Yes. We handle professional clearance with your previous accountant and update the agent authorisations with HMRC and Companies House, so you don't have to manage the handover.
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Let's talk about Charity & Trust Accounting
Tell us where you are now and what you need. We'll come back with a fixed fee and a clear scope — no obligation.
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