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

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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.

Our team works across the third sector, offering practical solutions that add measurable value and help protect charitable funds.

Our services include:

• VAT health checks and efficiency reviews
• Corporation tax compliance and support
• Advice on partial exemption (PESM) and business/non-business apportionments
• Support on property and capital project VAT issues
• Employment tax & CIS support
• VAT recovery strategy and improvement planning
• Staff training and workshops for finance teams
• HMRC correspondence, dispute resolution, and audit support

Whether you’re embarking on a new project, navigating complex tax rules, or seeking to strengthen your compliance, we bring clarity and confidence to your tax position.

By partnering with Cubed Tax, charities can unlock hidden savings and redirect more resources to frontline services.

We’re also proud to be on the National Framework Partnership as a reliable and approved provider.

Click here for more information.

The VAT team at Dains is highly experienced at providing advice to not for profit organisations to help them manage VAT, mitigate risk, and reduce the cost of irrecoverable VAT.  We enjoy VAT but we know that not everyone does and so we aim to make dealing with VAT as painless as possible by providing advice which is practical, commercial and easy to understand.  We advise on issues such as land and property transactions, VAT liability issues, non-business apportionments, partial exemption calculations and capital goods scheme adjustments.  We can provide support with HMRC inspections and assist with dealing with assessments and reviews.  We also provide training and support for staff involved in the day-to-day management of VAT and VAT systems and processes.  We are always happy to have conversations to see how we can help.

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Farrer & Co provides cutting-edge advice to charities and not-for-profit organisations. We anticipate regulation, help charities deal with the impact of political change, manage reputations and provide clear direction in a crisis. Our advice is commercial and to the point, assisting senior leadership teams and trustees in decision-making. Our values mean we gain our clients’ trust, always strive to do the right thing, and aim for the best results for them.

We can help with transformational projects and all aspects of a charity’s operations including:

• Major governance reviews
• Challenging regulatory and compliance issues
• Innovative financing initiatives, financial difficulties and insolvency
• Mergers, de-mergers and restructuring projects
• Setting up new charities
• Legal support for rebalancing investment portfolios
• Property advice including major infrastructure projects
• Employment tribunals, workplace investigations and TUPE
• Disputes, including legacy disputes
• Serious incident reporting and crisis management
• Safeguarding and child protection concerns: policies and procedures, managing audits and reviews, and dealings with the Charity Commission and other regulators
• Protecting personal data/managing data breaches
• Trading subsidiaries/fundraising (including through commercial partnerships and professional fundraising arrangements)/commercial contracts
• Tax and social investment
• Brand and reputation management
• Setting up corporate foundations

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At Forvis Mazars, we understand the complex pressures faced by charities and not-for-profit organisations — from meeting new regulatory requirements and embracing digital change, to financial resilience and maintaining the trust of the public, donors and beneficiaries. With over 75 years of experience in the charity sector, we offer a number of specialist tax solutions designed to help charities navigate financial and regulatory complexity with confidence, including:

• Employment tax and National Minimum Wage
• VAT and indirect tax
• Gift Aid advice
• Global mobility
• Tax compliance and advisory
• Creative industry tax relief
• Tax governance

Whether you’re a housing association, educational institution, healthcare provider, religious group or charitable entity with another mission, our team offers practical, sector-specific expertise to support your mission and operational goals. To speak to a member of our not-for-profit team about our tax services, please get in touch.

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.

• Classification of income
• Partial exemption and ‘business/non-business’ interpretation, methodology and calculations
• VAT reliefs for supplies to or by charities
• VAT reviews
• Capital projects and cost-effective property ownership and occupation
• Dealing with HMRC

Based in the Midlands, Just VAT has charity clients throughout the country.

The company offers significant discounts from its normal rates for charity and ‘not for profit’ clients. Click here for more information.

Macfarlanes is a full-service law firm with an established reputation for advising on charity and philanthropy matters. We draw on specialist teams from across the firm to provide a range of services to both operational charities and individuals with philanthropic aims. This includes a core group of lawyers in the private client team with a particular specialism in charity law, litigators with experience of advising on charitable matters up to the Supreme Court and real estate lawyers who act as primary advisors to a number of significant land-owning charities. It also includes our commercial team, who advise charities on a range of matters including complex grant agreements and commercial arrangements between companies and their corporate foundations, and our tax team who are able to advise charities on structuring to ensure tax efficiency, particularly in complex land transactions.

We have an established reputation for advising on charity and philanthropy matters. Our clients range from family grant-making foundations to high-profile operational charities and are active in many charitable sectors, from education and healthcare to sustainable development and the promotion of science. Much of our work has an international element.

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At MHA, we are proud to be a leading voice in the not-for-profit sector, offering specialist tax and VAT services that empower charities to thrive. With over 30 years of experience, our dedicated team understands the unique challenges faced by charitable organisations and delivers tailored solutions that ensure compliance, efficiency, and strategic growth.

Our services span many areas including VAT compliance and advisory, Gift Aid, corporation tax, employment tax, trading subsidiaries and dispute resolution. Whether supporting a local community group or a national charity, we bring deep sector knowledge and practical insight to every engagement. As active contributors to the Charity Tax Group, Charity Law Association and other key bodies, we advocate for fair regulation and share best practices across the industry. Our commitment goes beyond technical advice, we help shape the future of the sector through thought leadership, trustee training, and proactive guidance on emerging tax issues.

With over 100 specialists across the UK, MHA combines national reach with local expertise, helping charities stay financially resilient while focusing on what matters most: making a difference.

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Moore Kingston Smith is a multi-disciplinary advisory, tax, and audit firm with expertise across multiple sectors. As part of the Moore Global network, we offer a comprehensive suite of specialist services designed to support our clients’ growth – delivered with the personal, hands-on care and attention every client deserves.

At Moore Kingston Smith we recognise that the tax landscape for nonprofit organisations is among the most complex. We take a proactive approach, investing time to deeply understand our clients and deeply effective strategies for them. Our highly experienced tax and VAT professionals collaborate closely with colleagues across all sectors and service lines to ensure a holistic and integrated service. We also embrace innovation and creative thinking,

Our award-winning Charities Group work with over 750 charities, from prominent national and international organisations to small community-based groups.

Our charity tax and VAT services spanning both advisory and compliance, are tailored to the unique needs of each client. We understand that no two clients are the same, and we pride ourselves on delivering bespoke solutions that reflect this.

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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.

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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.

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We support clients through every stage of their VAT journey, from registration and the submission of VAT returns to complex dispute resolution. Our services include providing advice and support in relation to:

• The VAT liability of supplies made, including where there is exempt or non-business activity;
• The undertaking of business/non-business and partial exemption calculations;
• Charity specific reliefs applicable to certain purchases;
• Specific capital projects and their VAT implications
• VAT health checks including comprehensive reviews of existing VAT systems and processes
• VAT training for in-house teams
• Ongoing VAT compliance and strategic advisory services

With The VAT People on your side, you can approach VAT with confidence – to speak to one of our VAT consultants or learn more about how we can support your business, click here.

Wrigleys Solicitors is a specialist charity and private client law firm with a dedicated charities and social economy team that advises hundreds of charities and not-for-profit organisations.

As one of the leading charity law practices in the UK, and one of the few firms with lawyers working exclusively for charity and social enterprise clients, we are recognised as experts in our field. We provide practical, common-sense, and technically excellent advice, forming valued long-term relationships with our clients.

Our regional location allows us to offer competitive pricing and value for money. We are also fortunate to attract top talent from large commercial firms, with lawyers who seek to use their skills for a more socially driven purpose.

Our specialist advice for charities include:

• Charity law
• Constitutional arrangements
• Commercial trading issues
• Commercial relationships
• Fundraising and grants
• Governance health checks
• Legacies
• Intellectual property and brand issues
• Social investment
• Property, employment and pension law issues faced by charities and not for profit organisations

Click here for more information.