At Thompson Jenner, we have a wealth of experience working alongside charities and not-for-profit organisations across the South West, helping them to comply with the complex and specific financial reporting required by the Charity Commission.

How we can help

We can assist with regulatory compliance, such as filing documents with the Charities Commission and Companies House where appropriate, as well as dealing with their taxation affairs with regards to HM Revenue & Customs.

In addition, we are able to offer experience in respect of assisting trustees to increase their understanding of the charity’s activities and its operating environment. Through undertaking an assessment of the influencing factors, we can assist in the progression of a business development strategy. We can then monitor actual charitable activity against the strategy in order to advance the charity into a viable operation.

We provide a service that is tailored to suit the particular needs of our clients and ensure that they meet all financial regulatory requirements.

We can help with a variety of financial and accounting matters including:

  • Advice on the most appropriate constitution
  • Assistance in ascertaining the reporting requirements of the entity, supporting with the preparation of the accounts to ensure the requirements of the governing body are satisfied
  • Acting as an independent examiner for smaller charities where there is no audit requirement
  • Specialist advice on VAT, corporation tax, gift aid and other areas of specific concern to charities and the not-for-profit sector
  • Assistance with the implementation requirements of the Charities Acts and the Statement of Recommended Practice (SORP)
  • Advice and recommendation for improving internal controls to further protect the assets of the entity and its trustees
  • Procurement support and assistance in undertaking financial probity of key suppliers
  • Advice on the use of trading subsidiaries and implementation of the procedures necessary to covenant any surplus profits to the main entity to gain the most tax advantageous position

See our Charities and Not-for-Profit factsheet

Our experienced and friendly team are always happy to review your sector requirements. Why not give us a call to find out how best you can benefit from our services.

Key Contact

Simon Lewis BA (Hons) FCA – Partner

Simon Lewis BA (Hons) FCA – Partner

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We would love to meet you, which is why we offer all new clients a free, no obligation initial consultation. Click the contact button below to see all the methods to get in touch with us and if you like you can leave an email enquiry with the form provided and we will contact you to arrange a time and date.

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