The governance and accounting requirements of a registered charity are quite complex. You need a charity accountant who has specialist knowledge of the Charities Act 2011, the related charities SORP and of the specific tax rules that are relevant.

We have established a specialist team of charity accounting expertise, who currently act for registered charities in many niche sectors:

  • Registered social landlords,
  • Education,
  • Head office and branches of national charities,
  • The theatre,
  • Religious organisations,
  • Medical charities,
  • Pre-school playgroups,
  • Charities which own and maintain a protected asset,
  • And numerous good cause small local charities, set up for a specific purpose.

We find that the accounting services that these charity clients are most interested in are:

Compliance Services

  • Preparation and submission of SORP compliant annual accounts,
  • Different levels of assurance on these charity accounts:
    • Non
    • Independent Examination,
    • Audit (undertaken cost efficiently), including production of a helpful Management Letter,

Outsourced Services

Advisory Services

  • Advice on operating structure:
    • Unincorporated trust,
    • Companies Act charity, registered by guarantee,
    • Industrial and Provident Society Company.
  • Making ourselves available for general support services, including attending your AGM, if required.
  • Advice on statutory and financial governance issues.
  • Operating with HMRC rules on trading.

Instruct us to prepare your charity’s statutory accounts and we shall unburden you of the worry of correctly complying with the SORP. We shall also ensure that these accounts are prepared in sufficient time to be filed with the relevant Authorities by the statutory filing deadlines and for your AGM. When preparing these accounts, we shall be mindful of your beneficial tax status and we shall actively seek proven techniques to enable you to reclaim further tax.

Client Review

We have found Whiting & Partners to be thoroughly professional in all the financial matters associated with our charity. Their understanding of both company and charity regulations is beyond any form of reproach. They are part of a winning team, for which our Board of directors are very grateful.

Latest Blogs in Charities
Paul Tatum
29th August 2018 Beware the fraudsters

We are fortunate to have many worthy charities in and around our area all making a huge contribution to our community. When it comes to the fraudsters charities do not have any exemption, in fact quite the opposite, they are often seen as a soft touch.  The Charity Commission has just published ‘Tackling Charity Fraud’…

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Jaimie King
27th June 2018 Charity annual returns – changes ahead

Later this year The Charity Commission will introduce a tailored annual return which will include some new questions which may require preparation in advance. Overseas expenditure As these new questions will likely require additional preparation, they will be optional for 2018 but become mandatory for 2019 onwards: When spending money outside England and Wales, did…

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Jaimie King
24th February 2018 Charity fraud awareness & cyber security scheme

  The government have recently updated their guidance to help protect charities from fraud. The guidance contains advice, regulatory alerts and links to other helpful websites to help charities to understand fraud and how to protect themselves against it. In December 2017, Action Fraud opened a cyber-attack helpline. If you experience a live cyber-attack, this…

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Jaimie King
23rd February 2018 Charities to promote diversity

  In November 2017, the government posted research into awareness and effectiveness of trusteeship in England and Wales. This recommended that charities should do more to promote diversity on their boards. This would involve encouraging applications from women, young people and people from ethnic minority and socially diverse backgrounds. Some of the key findings of…

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Paul Tatum
5th December 2017 Charity Accounts: New Independent Examination Rules

  For many years now, many mid-sized UK charities have been required to subject their annual statutory accounts to independent examination. For such charities, with income within the range of £25,000 to £1m and gross assets of less than £3.26m, an independent examination is a lighter touch of independent scrutiny than a full audit. As…

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Paul Tatum
9th August 2017 Charities bound by new Fundraising Preference Service

  A new service is now available for individuals who want to limit the contact they receive from charities. The Fundraising Preference Service (FPS) should give individuals greater control over how and when charities can contact them. The FPS, which launched on 6 July, allows individuals to select charities that they no longer want to…

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Jaimie King
9th June 2017 Ransomware advice for charities

Many organisations across 150 countries, including our own NHS, have been hit by a recent ransomware attack. The vulnerabilities  exploited by the hackers are the same for charities, individuals and public or private sector businesses. The Charity Commission is encouraging charities to follow protection advice released by the City of London Police and the National…

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Paul Tatum
25th April 2017 Charity accounts do not meet the required standard

A significant number of charity accounts fail to explain how the charity is meeting its objectives, while many do not meet basic standards for users, particularly in the very smallest charities, according to research from the Charity Commission.   Of a recent sample, 54% of charities did not meet the public benefit reporting requirement. Some…

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Paul Tatum
1st May 2015 Charity Audit Legislation

Charities: Changes to audit exemption thresholds. Changes to charity audit thresholds came into force on 31 March 2015, aimed at reducing the regulatory burden for charities. They include increasing the basic audit threshold from £500,000 to £1 million, meaning less charities will be required to subject their accounts to a statutory audit. Those charities can instead…

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Paul Tatum
3rd November 2014 Gift Aid

New Charity Commission Guidance: Charities, trading subsidiaries and gift aid. The Charity Commission has withdrawn guidance from its website in connection with Gift Aid beyond distributable profits from charity trading arms to the parent charity. Some charities own subsidiary trading companies through which they carry out trading activities for a profit. The subsidiary may donate…

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