Home » Who we help » Trusts and Charities

Trusts and Charities

Charity and trust taxation and administration are areas which can be hugely complex – creating an administrative burden.

We provide charities and trusts with a full accountancy and audit compliance service as you would expect.

But we go much further – providing advice and tax planning support to ensure that your assets are maximised.

We can assist charities with:

  • Charity SORP accounts
  • Trustee support
  • Grants and alternative revenue streams
  • VAT and tax planning
  • Trading subsidiaries
  • Auditing
  • Advice on Gift Aid and other charitable reliefs
  • Payroll and workplace pension enrolment

We can assist trusts with:

  • Setting up a tax efficient trust
  • Family governance
  • Trust and corporate services
  • Asset holding
  • Wealth management and planning
  • Charitable donations and philanthropic trust funds
  • Tax planning