Specialist Services

• IT and Computer Strategy
• Charities and Non-Profitmaking Organisations
• Crisis Management
• Being a Friend
• Investment and financial

Tax and Audit Services

• Audit
• Corporate tax planning
• Personal tax planning
• Self assessment
• Retirement strategies
• Trusts & executorships

Charities and Non-Profitmaking Organisations

Charities and non profit making organisations have many of the regulatory, compliance and commercial obligations of a business yet, of their very nature, they need to have different criteria when setting objectives. To them care, commitment and compassion must be the first priority for their limited resources.

The aim of their accountants and advisers must be to ensure that they are made aware, in a comprehensive and economical manner, of the latest financial, taxation and regulatory developments. Over the last few years, the introduction of new income tax, corporation tax and value added tax rules have radically changed the regime for giving whilst the new Charities Statement of Recommended Practice 2005 has once again reorganised accounting presentation.

All in all, it means that no one person can be on top of everything and that sometimes you might need a helping hand. The firm and its associates can assist you with:

• the preparation of financial statements which meet the presentation and compliance requirements of members, sponsors and the relevant regulatory bodies


• relevant audit and assurance services, including systems reviews


• compliance with the organisation's tax obligations including the correct use of limited companies


• human resource matters

Our aim is to allow you to do the work that you do best ...