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    Taxation & Gift Aid Services

    We provide extensive knowledge and support in the following areas: Personal and Corporation Tax, Charity Tax, Compliance, Advice, Gift Aid, VAT and Trust & Estate Tax Returns.

    Charity Tax

    Charity Tax & VAT

    It is a common misconception that charities are exempt from tax. Charities can take advantage of a variety of tax exemptions – income tax, corporation tax, capital gains tax, VAT reliefs and business rates relief to name a few. But charities are operating in an increasingly commercial way and understanding when exemptions and reliefs apply to a Charity can be tricky. We have a detailed knowledge of Charity tax exemptions and reliefs and experience in how to structure your activities in the most tax-efficient way. We can help you understand the nuances of when fundraising becomes taxable trading, and when a council funded project becomes a VATable supply of services.

    VAT for charities is a particularly complex and specialised subject which include:

    • Comprehensive VAT reviews to establish the correct VAT position and the most cost-effective way of structuring operations
    • Negotiating directly with HMRC for clients who are undergoing a VAT investigation
    • Providing information on how to save VAT
    • Preparing complex partial exemption calculations
    • Registering and deregistering for VAT
    • Preparing and filing quarterly VAT returns
    • Configuring accounting software to handle complex Charity VAT
    Taxation Services

    Corporation Tax

    Appointing us as your Tax Agent will ensure your company’s tax affairs are handled efficiently and tax-effectively. We will offer advice on how to structure your business in order to minimise your tax liability. We will also prepare all the necessary tax computations and file your tax return in iXBRL format, using HMRC approved software.

    Personal Tax

    Tax returns can be daunting and keeping up to date with constant changes in tax legislation can be a real challenge. We can take care of your personal tax affairs by completing your income tax returns, preparing the necessary computations, income and expenditure reports, and offering advice about reducing your tax liability.

    Gift Aid

    We can offer advice on all aspects of the gift aid scheme, including how to register for the scheme, what records to keep, how to maximise gift aid potential, and meeting gift aid requirements on specific issues such as donor benefits, admission fees, and membership schemes.

    Gift Aid Claims Service

    Are you claiming your Gift Aid donations from HMRC?

    For many charities this is a valuable source of revenue, so make sure you are not missing out on this opportunity. If you need help, not sure how to claim or register for the scheme or perhaps not sure what records to keep, then give us a call and let us help you to maximise your gift aid potential.

    Our Gift Aid claims department provides tailor-made services to claim Gift Aid from the HMRC on your behalf.

    Taxation Services

    Independent Examiners and Charity Specialists with a wealth of Knowledge, skill, expertise

    We will take care of your accounting and administrative services and take the load off you.
    Contact Us Now!