We’re accountants and business advisers for charities, providing audit, accounts, tax and year-round support.

Whatever your financial or governance needs, our Charities team provides a wide range of services for charitable bodies, ranging from small, grant-making trusts to well-known local and national charities. We offer expert, relevant and up-to-date advice to keep you compliant, help you to fulfil your objectives and maximise the benefit of your charity for its beneficiaries.

Working together

We get to know your charity personally and build close, long-term relationships. This way we become your confidants as well as trusted advisers, and team members are on hand to act as an informal sounding board when you need one.

All members of our team (many of whom act as trustees or have experience as accountants or managers within the not-for-profit sector) fully understand the special needs of your sector.

Charities Sector | Charity Accountants UK
Charity Help | Charity Business Advice | Charity Accountant UK

How can we help you?

By leveraging our specialist knowledge and sector experience, you can be confident that your charity is well supported. We advise a wide range of charitable bodies, including:

  • Unincorporated charities
  • Incorporated charities
  • Charitable Incorporated
  • Organisations
  • Community Interest Companies
  • Assistance with conversion process
  • Independent audit
  • Independent examination
  • Responsible Officer duties
  • Pensions annual return
  • Assistance with fundraising strategies and grant applications
  • Investment strategies and cash management
  • Process improvements, management controls and risk reviews
  • Gift Aid procedures and regulations
  • Review and advice on the chart of accounts
  • VAT matters
  • Corporation tax returns, where required

FAQs

Charities with a gross income over £1million, or those with both gross assets exceeding £3.26million and gross income exceeding £250,000, require an audit. You will need a charity independent examination, once your annual income reaches £25,000 pa. This applies to charities registered solely in England & Wales. If you are a ‘cross border’ charity, registered in Scotland as well as England & Wales, there are different thresholds that apply.

These thresholds are expected to change with effect from 30 September 2026 and apply to accounting years that end on or after this date. Charities in England and Wales with gross income exceeding £1.5 million, or both gross assets exceeding £5 million and gross income exceeding £500,000 will require an audit.

There will also be an increase to the threshold for independent examination from £25,000 to £40,000 which will come into effect from 30 September 2026.

We offer intelligent and focused audit solutions for all types and sizes of charity.

Even if your charity is below the statutory audit threshold, there are several reasons why an audit might still be needed or be beneficial.

  1. Enhanced Assurance and Transparency
    Audits provide assurance to donors, regulators, and stakeholders that funds are properly managed and records comply with law—helping maintain trust and transparency. Some charities choose an audit voluntarily for reputational reasons or to demonstrate strong governance.
  2. Governing Document Requirements
    Your charity’s constitution or trust deed may explicitly require an audit regardless of income level.
  3. Funder or Grant Conditions
    Some funders, grant-making bodies, or local authorities require audited accounts as part of their funding agreements, even if the charity is below the legal threshold.
  4. Group or Consolidated Accounts
    If your charity is part of a group (e.g., a parent charity with subsidiaries), group accounts may need an audit even if individual entities are below the threshold.

An audit provides a higher level of assurance and involves a detailed review of a charity’s financial statements, systems and controls, with the auditor forming an opinion on whether the accounts give a true and fair view. An independent examination is a less intensive process, suitable for smaller charities, which checks that the accounts are consistent with the records and comply with relevant accounting requirements, but does not offer the same level of assurance as an audit.

 

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