Charity Tax Group’s Observer Members

Charity Tax Group benefits hugely from the technical input provided by its Observer Members, which are all leading charity tax experts.

Our current Observer Members are:

We are dedicated tax specialists who have chosen to specialise in the Charity and not-for-profit sector.

Whether you are set up as a Charity, Ltd Company, CIC or unincorporated association, our tax compliance service removes the burden of everyday administration and correspondence with HMRC for Corporation Tax, Pay as You Earn, National Insurance and VAT to ensure that your tax filings and payments are on time and up to date.​

In addition, we provide a full advisory service including tax structuring, advising on tax efficient remuneration for key employees as well as advising on acquisitions, disposals and other complex reorganisations.

All our advice is totally bespoke to your charity or not-for-profit organisation’s individual needs. Along with our charity audit specialists, our not-for-profit tax team also works closely with our specialist charity VAT consultancy team to give you a complete service.

Common tax advice and support we offer are:

  • Common tax advice and support we offer are:
  • Reviewing your use of Gift Aid and other tax-efficient ways of boosting income
  • Reviewing your charitable activities and new contracts for tax risks and advising on tax-efficient structures
  • Providing guidance on property transactions
  • Advising on employment tax issues
  • Assisting with corporation tax returns and trust tax returns

Click here for more information.

Charities make a huge difference, and at Beever and Struthers, we’re proud to support the people behind them. From the arts and education to social welfare, conservation, health, and faith-based work, our charity clients are as varied as the challenges they face – and we’re here to help with both.

With public funding tight, costs rising, and compliance pressures increasing, we understand how complex charity life can be. That’s why we offer straightforward, tailored support that lets you focus on what matters most: your mission.

Our experienced team provides value-for-money services across:

  • Audit (external and internal)
    Accounting and tax planning
    VAT advice
    Governance and risk management
    Training for staff and trustees
    Support with mergers, acquisitions, and HMRC enquiries

We’ve helped charities implement salary sacrifice schemes, manage tax returns, and challenge penalties always with a practical, hands-on approach. And because our sector knowledge runs deep, we know how to get things right first time.

So, whether you’re looking to strengthen your finances or sharpen your strategy, we’re ready when you are.

Let’s keep doing good—together. Click here for more information.

We help UK charities by providing advice, support and reassurance that all the financial aspects are well-managed, allowing you to focus on your important work. We work closely with charities and understand how each of these complex entities are very different and therefore have very different needs. As charity specialists, we are able to give advice that is based on understanding the complexities of the requirements on charities, and tailor our advice to the needs of each organisation.

  • Audits for charities
  • Independent Examinations
  • Statutory accounts and SORP Compliance
  • Making the most of your Trustees’ Reports
  • Advice & Support
  • VAT
  • Tax & Gift Aid
  • Governance
  • Risk Management
  • Benchmarking

Who we help:

  • Associations
  • Arts & Cultural organisations
  • Foundations
  • International charities
  • Social Businesses
  • Student Unions

By keeping up to date with the ever-changing, ever-demanding requirements in the sector, we are able to keep our advice cost-effective by having solutions at our fingertips. Our online accounting system also keeps time and paperwork down to a minimum. We pride ourselves on our accessibility, and the level of attention and personal service our clients get. Click here for more information.

In the face of never-ending financial complexity, you need a firm that is big enough to tackle problems at scale, but with the attitude to care about how they are solved. Welcome to HaysMac. Headquartered in London, HaysMac is a chartered accountancy and tax advisory firm offering a wide range of professional services, from audit and assurance, taxation and outsourcing to business advisory and corporate finance. We are highly regarded in the charity sector for our external and internal audits, grant assurance services, charity and employment tax advisory, tax structuring, outsourcing, due diligence and VAT. Navigating the complexities of tax regulations for charitable organisations requires a partner with specialist knowledge. HaysMac has built a reputation for excellent service in this unique sector over several decades. Click here for more information.

 

Established 150 years ago, PEM is the largest independent firm of accountants, tax and business advisers in Cambridge. We act for a wide range of charities of all sizes, including many of the Cambridge Colleges. The tax team includes specialists who work closely with charities and other not for profit organisations. Our Business Tax team advises on Gift Aid, trading matters, including the use of subsidiaries, and creative sector relief claims as well as dealing with corporation tax compliance. Our VAT team is well versed in the challenges faced by charities and delivers practical advice in a complex area where few reliefs are available – commonly the team provides advice around VAT recovery and reliefs, property transactions, grants, sponsorship, and fund raising.   PEM’s Employment Taxes team has extensive experience of advising on such matters as expenses and benefits provision including workplace related accommodation, HMRC reporting including payrolling of benefits in kind, overseas working issues, termination payments and employment status including Trustees and volunteers. Our wider charity team can assist with governance, risk reviews, strategic planning, as well as undertaking audits.  We also have a Virtual Finance Office and a Payroll team offering day to day support to our clients. Click here for more information.

At Saffery, we’re more than just chartered accountants and tax and business advisers. We’re a partner-led and people-focused firm, committed to our clients and honouring our heritage.

Our national charities and not-for-profit team has 13 partners and over 90 staff who advise over 400 clients across the sector.

Our experts provide a range of services:

  • Audit
  • Tax
  • VAT
  • Wider advisory services such as bespoke reviews around governance and systems.

We support a range of entities, including clubs and memberships, cultural organisations, educational institutions, endowed foundations, faith-based charities, grant-givers, livery companies and theatres.

Click here for more information.

 

S3TAX was founded to support the third sector with specialist VAT and tax advice. We provide expert, tailored VAT and tax solutions designed for the unique challenges faced by the charity sector.

The extensive experience and in-depth knowledge of our team of senior specialists allows us to provide our clients with comprehensive all taxes support to help them navigate the intricacies of sector-specific tax regulations, reliefs, and exemptions. This ensures that organisations are tax efficient and remain compliant against a backdrop of ever-evolving tax rules.

We are proud to be a member of the CTG, supporting the brilliant work it does in providing practical support to help charities. We contribute our expertise by presenting on technical topics at CTG events and by sharing our insights on the latest developments plus best practices within the sector.

We champion the third sector at HMRC’s Land and Property Liaison Group, where we act as CTG representative, ensuring that charities voices are heard at the highest level when policy decisions are made.

By partnering with S3TAX, our clients can manage the complexities of the tax landscape with confidence, allowing them to focus on their core mission and deliver vital services to the community.

Click here for more information.