Charity Administration
Fixed
Fee
Service
We offer a variety of tax services to Charities enabling trustees/directors to become free to concentrate their efforts on developing their charity and researching projects. Our experienced team will apply its wealth of knowledge to your tax needs, working within deadlines and regulations. We also pride ourselves on our personal service, working hard to understand your needs, concerns and priorities and tailoring our services accordingly.
Our Charity Administration services include:
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Providing advice and assistance on establishing a charity
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Liaising with third parties such as investment managers, banks, property managers and solicitors
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Reconciling investment portfolios
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Handling donation applications and filtering them as required
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Monitoring projects to make sure donations are being spent in accordance with the trustees’/directors’ wishes
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Preparing gift aid claims and collecting money due from HMRC
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Creation of charities, including setting up with the Charity Commission
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Preparing trustee/director resolutions
