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Charities and Education

Expert advice from trusted advisers is essential if charities and schools are to satisfy the needs of their stakeholders while adhering to legal requirements. 


Irrespective of your financial or governance needs, our knowledge and expertise will help you to fulfil your objectives and maximise the benefit of your charity for its beneficiaries.

Hazlewoods Charities team provides a wide range of services to over thirty charitable bodies, ranging from small, grant-making trusts to well-known local and national charities. All members of our team – many of whom act as trustees – fully understand the special needs of this sector and make a point of getting to know each charity client.

We aim to become your confidants as well as trusted advisers, combining professional objectivity with a commitment to long-term relationships. Team members are always on hand to act as informal sounding boards.

As well as acting as trustees, many of our advisers have experience as accountants or managers within the not-for-profit sector. This valuable experience helps them to understand your unique issues from your perspective, enabling them to provide focused and relevant accounting, planning and other services.

Whenever you seek our advice you can be sure it will always be expert, relevant and up to date. For a full range of services provided and to see the team please see below.

Academy Schools

Audit, accounts, Responsible Officer and year round support, we have the experience and expertise.

Hazlewoods Education team provide expert advice and services to academies and independent schools and to the growing number of other schools that wish to explore the benefits of becoming an academy. We are a founding member of the HLB Education Team and between us act for more than 30 converter schools ranging from small primary schools to large secondary schools. 

With many years experience in the education sector - as school governors, committee members, Responsible Officers, auditors and advisers - we can help you.

Whether you are looking for advice or help with your conversion process, preparation of Companies Act and SORP compliant accounts, statutory audit, a Responsible Officer or VAT advice, we will work with you from day one with a bespoke package of on-site meetings, newsletters, accounting support and proactive advice.

We offer the benefits of a fixed-fee approach with all year round support for head teachers and governors and are happy to meet with you for a free initial no obligation meeting.

Social enterprise

A charity is not the only form of social enterprise, and UK law recognises seven different structures, each with its own characteristics, needs and regulations:

  • Unincorporated club or association
  • Trusts (including charitable trusts)
  • Limited Companies
  • Community interest company
  • Industrial and providence society (co-operative)
  • Industrial and providence society (community benefit society)
  • Charitable incorporated organisation

Our experts will help you choose the structure that’s best for a new enterprise. For an existing one, whatever its constitution, we can help you plan for its future with more confidence.


  • Legal structure for new social enterprise
  • Assistance with conversion process
  • Independent Audit
  • Independent Examination
  • Responsible Officer duties
  • Pensions annual return
  • Assistance with fund raising strategies and grant applications
  • Investment strategies and cash management
  • Mergers
  • Process improvements, management controls and risk reviews
  • Gift Aid procedures and regulations
  • Statutory Accounts Preparation and advice on accounting policies
  • Management Accounts
  • Book Keeping
  • Payroll
  • Benchmarking
  • Business planning and budget setting
  • Introduction to other specialist professionals
  • Employee benefits and business protection
  • Pension planning
  • Helping with recruitment and HR
  • Tax planning and compliance
  • VAT planning and compliance
  • Review and advice on the chart of accounts
  • Advice on year end accounting and running the year end procedure
  • Review of the Financial Procedures Manual to ensure it is in accordance with the Academies Financial Handbook


Publications for download

Download the PDF
Charities - Social Investment Tax Relief Facts Download the PDF
Download the PDF
Charities - Gift Aid Facts Download the PDF
Download the PDF
Charities - Taxation Fact Download the PDF
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Key contacts

Scott Lawrence - Partner Scott Lawrence
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