Observer Members

Alison Hone Limited supports small and medium-sized charities in navigating complex VAT rules. Despite common misconceptions, charities often face significant irrecoverable VAT costs—estimated at over £2 billion annually. Run by its Director Alison Hone, we offer tailored advice based on each charity’s activities, aiming to improve VAT recovery and reduce output VAT exposure. Services include VAT compliance, structuring, planning, health checks, HMRC agreements, and support during inspections. At Alison Hone Limited, we emphasise practical, strategic solutions to optimise VAT positions, for small and medium organisations, VAT groups, complex structures, across all sectors of the Charity and Not for profit sector. For a free consultation, please get in touch with [email protected].

EY is one of the world’s leading professional services organisations, helping charities and not-for-profit organisations navigate an increasingly complex regulatory, tax and operational environment. With a multidisciplinary team of specialists across tax, assurance, strategy, technology and risk, EY works with organisations of all sizes to support their governance, financial resilience and long-term impact. EY combines deep sector knowledge with global expertise, helping charities respond to changing legislation, manage risk, and make informed strategic decisions.

EY’s charity tax specialists provide practical advice across a wide range of issues affecting the sector, helping organisations maximise available reliefs, remain compliant and operate efficiently. Services include:

– Charity tax compliance, including corporation tax returns and HMRC reporting
– Gift Aid advice and optimisation
– VAT compliance and advisory services
– Employment taxes, PAYE and National Insurance
– Tax governance and risk management
– International tax and cross-border activities
– Tax structuring and trading subsidiary advice
– Property and transaction tax support
– Tax technology and reporting solutions
– Support with tax disputes and HMRC enquiries

Working closely with charity trustees, finance teams and senior leaders, EY helps organisations manage complexity, protect resources and focus on delivering maximum public benefit.

At Rawlinson & Hunter, we have deep, practical experience of what is needed to run a charity. Allied to this is our hands on approach that allows us to assist charities in a multiple of ways.

Our experts can support with:

The preparation of statutory year-end financial statements;
Ensuring compliance with requirements of the Charity Commission, Companies House, and HMRC;
Undertaking audit and independent examinations;
Budget and cash flow forecasting and ongoing monitoring of cash positions;
Operating bank accounts, raising cheques, and dealing with payment requests;
Providing a correspondence address so that we can deal with unsolicited applications for funding;
Maintaining accounting records, producing management accounts and undertaking performance reviews;
Diarising and coordinating grant commitments;
Organising trustee meetings, including preparing agendas, putting together meeting packs, and preparing minutes; and
Advising on Foreign Account Tax Compliance Act and Common Reporting Standard compliance.
Established in 1933, the charities we work alongside can have confidence that we will support them throughout their entire journey, helping to guide them through whatever compliance challenges they face.

The team’s expertise goes beyond accounting and reporting services. They are well versed in the difficulties that charities face in their operations, and can provide support in drafting policies and aiding in the administration of the organisation.

Withers is an international law firm with deep experience advising charities, foundations and not-for-profit organisations on governance, regulation, philanthropy and strategic development. The firm works closely with trustees and leadership teams to help them navigate an increasingly complex legal and regulatory environment while remaining focused on delivering public benefit.
It has never been more important for charities and non-profits to demonstrate strong governance and accountability. Withers supports organisations in ensuring trustees understand their responsibilities, governance structures are fit for purpose, and regulatory requirements are met. Combining specialist charity law expertise with a practical and commercial approach, Withers helps charities manage risk, respond to change and build resilient organisations for the future.

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.

Mercer & Hole are a forward-thinking accountancy firm with our clients’ vision at the heart of everything we do. As a Top 50 UK accountancy firm and one of the top firms for private clients, financial planning, and a member of The International Accounting Group (TIAG) supporting our clients internationally. We are proud to have built a long-standing reputation, since opening our doors in 1905.

We offer a range of services to meet the needs of individuals, families, and businesses.

Our Services
• Audit and Business Advisory
• Corporate Advisory Services
• Corporate and Business Tax
• Financial Planning
• Private Client Services
• Trusts
• Virtual Finance

We are committed to helping our clients achieve their goals—through every stage of life and business.

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.

Just VAT is a specialist VAT consultancy with extensive experience supporting charities and not-for-profit organisations across the UK. The firm provides practical, tailored advice on complex VAT issues, helping organisations maximise VAT recovery, manage risk and remain compliant with HMRC requirements.
Services include:

VAT reviews and health checks
Partial exemption and business/non-business calculations
VAT reliefs for charities
Property and capital project VAT advice
VAT treatment of income streams and grants
HMRC negotiations and dispute support

Based in the Midlands and working with charities nationwide, Just VAT offers specialist expertise designed to help organisations navigate VAT complexity and minimise unnecessary costs.

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

Charities and not-for-profit organisations need a special kind of accountancy, audit and advisory service. Supporting the finance team, whilst giving trustees the clarity and confidence they need. That takes experience.

Our dedicated not-for-profit team gives you the focus and attention you deserve. And every relationship is led by a senior team member – a partner or director, who’ll understand your objectives, challenge where you need it and help you achieve your goals.

That’s why we provide accountancy, audit, tax, and VAT support to well over 200 charities and not-for-profit organisations. From the education sector and specialist regional causes to national household names.

We’ll use our extensive experience of accountancy for charities – with support from specialist colleagues – to give you clear, authoritative answers and advice. So you can feel confident about compliance, and make the best use of your hard-raised funds to achieve your aims.

Azets specialist charities team, ranked first in the country for service and first for expertise to the sector (Charity Audit Survey 2020), have over 25 years’ experience providing high quality compliance, governance, taxation and advisory services to a wide range of charities and NFPs – and every one of our projects looks different, because every client is too. Our specialist services for charities and NFPs include:

Assurance services
Internal and external audit, independent examination
Outsourcing payroll, management accounting and bookkeeping
Strategic reviews, planning
Governance reviews and best practice
Employment issues and training
Ad-hoc grant audits
Charity taxation advice – direct and indirect as well as Gift Aid
Internal control procedures, risk management
Forensic accounting – fraud reviews, investigations and expert witnesses
IT strategy & planning
Reserves policy

Sedulo’s Not-for-Profit team understands that charities and social purpose organisations exist to create positive social impact, not profit. The team combines strong sector knowledge with a genuine passion for supporting organisations that address society’s most important challenges. Many team members have experience working within the sector itself, bringing practical insight alongside technical expertise.
Sedulo provides accountancy, audit, tax and advisory support tailored to the needs of charities and not-for-profit organisations, helping them achieve financial sustainability, strengthen governance and maximise their social impact. Their approach is built on long-term partnerships, combining commercial expertise with a shared commitment to delivering meaningful outcomes for communities and beneficiaries.

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.

Larking Gowen is an independent firm of accountants and advisers operating across East Anglia.

We aim to provide a great service to our clients while having a positive impact on the communities in which we live and work. We do this by making Larking Gowen a great place to work, enabling us to attract and retain great people, while maintaining effective relationships with our clients and other stakeholders. We invest in our relationships with community organisations including schools, charities, colleges and universities through sponsorship, volunteering, fundraising and supporting honorary roles within not-for-profit organisations.

Larking Gowen’s tax team includes charity specialists with expertise across the range of taxes, including VAT, corporate taxes and trust taxation. We advise our charity clients on all aspects of tax compliance, tax risk and governance, tax structuring, tax implications of transactions and mitigation and management of tax liabilities.

As a leading auditor and adviser to national and international charities, civil society organisations and social enterprises, we understand what sets charitable organisations apart – creating social value. Our depth of experience affords us a comprehensive knowledge of the charity sector and the issues that you face. We combine this with our commitment to providing pragmatic, smart advice that will help our clients and the sector succeed.
We advise a wide range of charities and social enterprises in the arts, health, research, philanthropy, social welfare, education, conservation, citizenship, as well as faith-based and international development activities. Through our international network we can provide a truly global service.
Our tax services include:
• Corporation tax compliance
• Income stream reviews
• Gift Aid advice
• Group restructuring
• Creative industry tax reliefs
• VAT compliance and advisory
• Stamp Taxes
• Employment Taxes, including Construction Industry Scheme (CIS) and National Minimum Wage (NMW)
• Global Mobility
• Tax Governance
• Tax dispute resolution
• Training for finance, procurement and fundraising staff

VAT for Charities is always a complex area with the VAT treatment of a piece of income varying depending on how a contract is worded or how a benefit is provided.
We can help by carrying out an annual desktop review of income on a specific charity to ensure it is registered for VAT if they are required to be, or if it is beneficial to be.
We can also help with partial exemption calculations and with agreeing on special methods with HMRC.

Accountants for Charities – Whether you are involved with a charity, Community Interest Company (CIC), or other not-for-profit organisation, you exist to help others and at Albert Goodman, we want to help you do this. Charity accounting can be complex at the best of times. Our team of specialist charity accountants and not-for-profit specialists will help guide you through the sometimes overwhelming maze of governance, compliance, and accounting regulation, allowing you to focus on running your organisation.

PwC is one of the world’s leading professional services networks, helping charities, not-for-profit organisations, and social purpose entities respond to complex financial, regulatory and operational challenges. With more than 370,000 professionals across 149 countries, PwC combines deep sector expertise with innovative technology, providing practical advice that helps organisations strengthen governance, manage risk, improve financial resilience and maximise their impact. PwC works with charities of all sizes, supporting leadership teams and trustees in achieving their strategic objectives while maintaining public trust and compliance.

PwC’s specialist tax and advisory teams provide a broad range of services to charities and not-for-profit organisations, including:

– Charity tax compliance and reporting
– Gift Aid advice and optimisation
– VAT compliance and advisory services
– Employment taxes and payroll support
– Tax governance and risk management
– International tax and cross-border activities
– Tax structuring and trading subsidiary advice
– Transaction and property tax support
– Audit and assurance services
– Governance, strategy and operational consulting
– Digital transformation and technology advisory

By combining specialist tax knowledge with wider advisory, assurance and consulting expertise, PwC helps organisations navigate complexity, protect resources and focus on delivering positive outcomes for the communities they serve.

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.

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.

With our extensive charity finance and charity governance expertise, we have almost 1,000 charity clients, and act for one in four of the top 250 charities as either an internal or external auditor.

We know running a charity is complicated, so when you choose us you can count on our extensive experience of charity finance, charity governance and management knowledge. That leaves you free to concentrate on what is most important to you and your funders.

KPMG provides comprehensive tax services to charities, leveraging a passionate team of over 100 tax professionals including 6 Partners who are dedicated to the sector. Our expertise helps charities navigate the complex tax landscape, ensuring compliance and optimising their financial position. The large number of charities that we work with means that we understand the unique challenges faced by charitable organisations and offer tailored advice to support their objectives.

Our services include:

Charity tax compliance: Assisting with corporation tax returns, Gift Aid claims and VAT returns.
Tax advisory: Providing guidance on structuring activities to enhance tax reliefs, managing property transactions, and advising on trading activities.
Employment tax: Supporting with PAYE, National Insurance, and benefits in kind for employees and volunteers.
International tax: Advising on cross-border activities, including overseas operations and international donations.
VAT advice: Offering specialist advice on VAT recovery, partial exemption, and specific VAT reliefs available to charities.
We are committed to helping charities operate efficiently and effectively, allowing them to focus on their core charitable objectives.

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.

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.

Broadfield is an international law firm with a strong and well-established charities and not-for-profit practice. The firm advises more than 450 national and international charities, social enterprises and civil society organisations, supporting them across the full range of legal, governance and regulatory issues they face. Broadfield combines deep sector expertise with practical, commercial advice, helping organisations navigate complexity while remaining focused on their mission.

The team advises on charity governance, regulatory compliance, commercial activities, partnerships, fundraising, mergers and restructurings, employment, property, intellectual property, data protection and dispute resolution. With specialists across multiple legal disciplines, Broadfield provides charities with comprehensive support to help them manage risk, strengthen governance and achieve their strategic objectives.

Knox Cropper is one of the leading firms of chartered accountants serving the Not for Profit sector and we are acknowledged experts in this field. We are a top 20 provider of audit services to charities, as well as working with housing associations, educational bodies, trade unions, students’ unions and pension funds. In addition to audit and assurance, we provide a wide range of specialist services including tax, consultancy and training

We have built a strong reputation as accountants to charities, and not for profit organisations. We ranked nationally as a Top 20 charity audit firm in the Charity Finance league table. We are proud of the number of our team that hold a Diploma of Charity Accounting, so you can be reassured that you will be receiving advice from experienced, well-qualified and genuinely well informed charity specialists.
Through our tailored audit and advisory services, we provide trustees with the assurance that their charity is managing its resources effectively. As well as being commercial accountants, our team has an in-depth knowledge of the governance and management of charities and social enterprises. They can advise on a range of business activities to help your organisation achieve the best financial outcomes, whilst being mindful of your objectives.

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

Our Not for Profit team understands that the core purpose of these organisations is to address needs in society, not to reap the benefits of profit. As a team of people passionate about the sector, we value and respect this mission. Many of the team have worked in the not for profit sector before returning to practice, and everyone shares a passion for delivering strong social outcomes and also financial sustainability – we describe ourselves as sector people who happen to be in practice, rather than the other way round.

We are a leading UK legal adviser to charities, social enterprises, professional membership bodies and educational institutions. We work with more than 450 not‑for‑profit clients, providing comprehensive charity law and taxation support across the sector.

We support organisations at every stage of their development, from establishment and governance through to growth, innovation and international activity. Our charity and social enterprise team is recognised for delivering London‑quality advice through regionally based lawyers, combining technical excellence with a practical, commercial approach grounded in deep sector knowledge.

We provide specialist taxation and trading support across the full range of issues affecting charities and not‑for‑profits. We advise on trading subsidiaries and revenue‑generating activity, VAT, SDLT and other property‑related taxes, joint ventures, partnerships and collaborative structures, sponsorship, donations and commercial arrangements and tax‑efficient structuring for major developments and investments.

Our tax lead, Matt Short, brings extensive experience advising large charities, universities, NHS bodies and institutional investors, with particular expertise in VAT and SDLT relating to property development and joint venture structuring.

Sayer Vincent was established in 1983 by three accountants committed to social justice who recognised the need for dedicated audit, accountancy and advisory services for charities and social purpose organisations. That founding ethos remains at the heart of the firm today. As one of the UK’s leading specialist advisers to the not-for-profit sector, Sayer Vincent works exclusively with charities, social enterprises and purpose-driven organisations, combining deep sector expertise with a genuine commitment to helping clients maximise their impact.
The firm provides a range of audit, accounting, tax, VAT and advisory services, helping organisations navigate regulatory requirements, strengthen governance, improve financial resilience and focus on delivering positive change. With decades of experience across the charity sector, Sayer Vincent understands the unique opportunities and challenges facing purpose-driven organisations and offers practical, tailored advice to support them at every stage of their development.

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

PL VAT Consultancy can provide charity VAT advice on all issues that charities experience. Including:

– Whether a charity is in business
– VAT Liability of supplies made by charities
– The VAT treatment of grants
– The welfare VAT exemption
– When charities can buy equipment VAT free
– Membership subscription apportionments for charities

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.

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.

Menzies is a leading business advisory and accountancy firm, headquartered in London, with regional offices across the UK and a team of over 750 trusted advisors in audit, tax and compliance, accounts advisory, financial planning, and deal advisory services. We support mid-sized and large private corporates, non-profits, and individuals in the UK and internationally. We are also in 155 countries globally through Menzies membership of HLB, the global advisory and accounting network.

Our work spans across 10 core sectors, including charities and not for profit. Our services are delivered by experienced professionals who combine deep sector expertise with up-to-date technical knowledge, ensuring every opinion we provide is grounded in robust evidence and industry best practice.

Menzies is amongst the Charity Commission’s list of approved practitioners and in a position to step into critical Interim Manager (IM) roles to rectify issues, protect assets, enforce governance, and ensure legal compliance to safeguard charities. Within our charities and not for profit sector, we have dedicated VAT specialists who can provide expert advice to help organisations navigate the complexities of VAT.

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.

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.

At Carpenter Box we have considerable experience helping charities and not for profits of all shapes and sizes. We understand the challenges and we are able to offer cost-effective advice that offers real value to your charity so it can achieve its charitable objectives whilst complying with charity law.

Our audit approach is supportive and pro-active and based on our discussion with you, bringing together your trustees and management, and our knowledge of your charity and our experience in the sector. We use substantive and analytically-based testing, utilising our charity-specific audit software.

At Bates Wells we care about our clients causes. We give charities of all types and sizes the practical and commercial advice they need to grow, fundraise and reach their goals.
We’re the largest group of dedicated charity lawyers in the UK. And we mean dedicated. Many of us are personally involved with good causes. We’re fundraisers, we’re trustees, we’re campaigners.

Together, we know the laws and regulations affecting charities like no one else.

At Crowe U.K. LLP, we understand that those leading charities are driven by their mission, but face increasing complexity in governance, innovation, and risk management. We’re proud to support you as you navigate these challenges. As a leading provider of tax and accounting services to the Social Purpose and Non Profit sector, we advise more major organisations than any other firm. Our reputation is recognised by funders, regulators, and donors alike. Our tax planning and compliance services are tailored to maximise opportunities and minimise costs, while ensuring full compliance. We offer support with corporation tax, tax structuring, governance, PAYE, employment tax, international tax, VAT, dispute resolution, property transactions, and more. Beyond tax, we provide specialist advice in audit, assurance, risk management, operational effectiveness, change and transformation, strategic alliances, outsourcing, and planning. Our goal is to help you achieve your mission efficiently and effectively, with trusted expertise at every step.