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Charity administration

We offer a bespoke service tailored to your individual charity’s needs, making best use of our professional expertise.

  • Providing advice and assistance on establishing a charity
  • Preparing accounts in line with current accounting standards and recommended practice
  • Liaising with third parties such as investment managers, banks, property managers and solicitors
  • Reconciling investment portfolios
  • Advising on and preparation of appropriate governance policies and risk assessments
  • Providing a registered office
  • Handling donation applications and filtering them as required
  • Monitoring projects to make sure donations are being spent in accordance with the trustees’/directors’ wishes
  • Arranging the audit and independent examination of accounts
  • Making payments on behalf of trustees/directors and keeping records of payments
  • Creation of charities, including setting up with the Charity Commission
  • Preparing trustee/director resolutions
  • Attending trustee/board meetings and preparing minutes
  • Acting as a trustee/director through our trust corporation
When we take on day to day accounting activities, trustees/directors become free to concentrate their efforts on developing their charities and researching projects. Our experienced team will apply its wealth of knowledge to your accounting and administrative needs, keeping up to date with regulatory requirements so you don’t have to.
Our professionals will also advise you on tax-efficient planning opportunities to ensure you gain maximum benefit from your charitable activities. We also pride ourselves on our personal service, working hard to understand your needs, concerns and priorities and tailoring our services accordingly.