Charities

We assist clients in achieving their philanthropic goals – whether leaving a legacy in their Bespoke Will or setting up and running a charity. Our charity services include advising on the best type of charitable vehicle to use; preparing governance documents, accounts and management information; completing tax returns; dealing with the recovery of tax due to charities; and liaising with the Charity Commission.

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Freeing up your time to focus on the causes that matter to you

In today’s society, there is an ever growing trend towards philanthropic giving with individuals, families and businesses wanting to do their bit. There can be various ways of making charitable donations. Whether it be an individual wanting to leave a charitable legacy in their Will, or someone wanting to provide more structured giving by setting up and running a charity, our team can help you choose the option which best suits your personal circumstances, budget and wishes.

Corporate social responsibility is also a popular current area where businesses look to give something back to society. This might be achieved by a business owner setting up and running a charity which might share their business’s name and with which members of the business can get involved. Alternatively, you might want to choose a charity of the year or get your staff involved in volunteering for good causes to raise the profile of your business at the same time.

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We work with you to understand your philanthropic goals and requirements so we can offer a bespoke solution best-suited to your needs.

Charity Services

Preparation of statutory year-end accounts prepared in line with the relevant Charities SORP

Charity Services

Preparation of interim accounts and management information

Charity Services

Preparation of the Charity Commission annual return and dealing with any updates required

Charity Services

Advising on the most appropriate way of giving money for charitable purposes including the best type of charitable vehicle to use

Charity Services

Advising on and preparing the governing documents for a charity

Charity Services

Providing a registered office address for your charity and filtering applications

Charity Services

Assistance with preparing the required governance policies for a charity

Charity Services

Helping with the giving and monitoring of donations to charitable causes

Charity Services

Completion and submission of charity trust tax returns if issued by HMRC

Charity Services

Dealing with the recovery of tax due to charities, particularly relating to investment income

Charity Services

Attending trustee meetings

Charity Services

Liaising with other professional advisers such as banks and investment managers

Our team are here to support you every step of the way

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Meet our expert team

Our clients value our technical excellence, in-depth knowledge and yet friendly and down-to-earth approach. We have a strong team ethos and value the contribution of every member of our staff to the client service we strive to deliver.

Meet all the team

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James Taylor

Tax & Trusts Director

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Alison Craggs

Partner

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Caroline Belam

Partner

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Joanna Ensor

Partner

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Anna Burnside

Senior Partner

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Sabrina Underwood

Senior Associate

Case Study | July 2020

Helping with causes that matter to you and your family

Our ultra-high net worth client was non-domiciled, and a long-term resident of the UK. With our support, our client is now helping the causes that matter to him and his family.

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How we helped

As a starting point, we made sure we had all the facts regarding his personal taxation position, including the location of his assets, and that we had details of the proposed sums that he wanted to donate

We advised the client on which charitable options were available to his particular circumstances and explained the various aspects of a charity and what he would need to consider. This included the choice of trustees, the objects of the charity, the choice of investment advisers and details of the ongoing compliance that would be required and how this would need to be manage

One of the interesting areas we needed to consider was how the client could add his personal funds to the charity in the most tax-efficient manner and also claim the GiftAid on these amounts. This included seeing how the client could use some of his non-UK assets to fund the charity

The result

Our client set up the appropriate UK registered charitable structure and has been able to add significant funds to it and claim the relevant tax relief for the charity

The charity has a mixture of trustees – both family and a professional adviser – which has given the client a perfect mix of skills and aptitude to take the charity forward. By the second year, after becoming registered, the charity had established good links with its chosen charities and had donated close to £250,000 to worthwhile causes

We are continuing to advise on the ongoing administration of the trust, when required to do so, and are working on various charitable policies and handling the annual accounts and Charity Commission returns

Source | 2020

“I’ve recently retired from working full-time, and I want to set up a charity that will help me fulfil my philanthropic aims. I need a new focus for the time I have freed up, and more importantly, I want to provide some charitable assistance in areas that matter to my family and me.”