Charities and Not-For-Profit

As part of our commitment to the charity sector, we have trained over 1,000 trustees over the last five years with our free of charge trustee training seminars. These seminars cover the financial and governance responsibilities of trustees as well as providing a network for trustees to share information with others and develop new insights into the running of charities.

Feedback from previous trustee training events

A very useful seminar, beautifully presented, relevant and easy to digest – and just the right length. David Foster, York Civic Trust/Sheldon Memorial Trust

Excellent seminars suitable for all trustees. I always learn something new in a language I can understand. Janice Haigh, Care and Repair Leeds

On Wednesday, 13 November 2024, we welcomed over 100 guests to our annual Charity Conference at The Horizon in Leeds. This conference provides an update on several important issues affecting charities as well as a valuable opportunity to network with other charity FDs, CEOs and trustees.

Please visit our conference hub here to relive the 2024 event and watch the recorded sessions.

For more information and to receive information about next year’s conference, please email lucy.ellis@bhp.co.uk

BHP recently held an introduction to charity tax and vat webinar aimed at Trustees and those finance professionals who are newer to the sector. The webinar provided a critical overview of charity taxation, busting common charity tax myths and giving you the knowledge you need to understand and manage your key tax risks.

We recognise the unique challenges and opportunities faced by charities. Our audit and assurance services are specifically designed to meet the needs of your organisation, ensuring financial integrity and compliance.

Our Approach:

Customised Audits: We tailor our audits to address the specific risks and control systems relevant to your charity.

High Level of Assurance: Our thorough audits provide Trustees with the confidence and assurances they need.

Efficient and Effective: We collaborate closely with you to ensure our audits are both efficient and effective, minimising disruption to your operations.

Clear Communication: We clearly outline the scope and approach of our work and our information requirements.

Year-Round Support: We provide proactive advice and insights throughout the year, helping you navigate financial challenges and opportunities.

Compliance Guidance: We advise on compliance with relevant disclosure and accounting standards, including Charities SORP, Companies Act, and FRS 102.

Our dedicated charity VAT and tax team offers specialised advice tailored to the unique needs of the charity sector.

Our Services Include:

VAT

Direct tax compliance

Group structuring for tax purposes

Gift Aid

Employment-related taxation

Our dedicated tax team assists charities in minimising their tax burdens by advising on optimal organisational and project structures. Our VAT team has enabled charities and not-for-profits to reclaim significant VAT amounts and improve future VAT recovery, resulting in significant savings through effective VAT-saving procedures.

Whether you require assistance with preparing your financial statements, ensuring your accounting disclosures are compliant, bookkeeping, or longer-term accounting support, we provide bespoke solutions tailored to the charitable sector.

Our Services Include:

Statutory accounts preparation: We can prepare your financial statements ready for audit ensuring compliance with all current UK accounting standards.

Bookkeeping: Use cloud technology to efficiently manage and maintain your charity’s bookkeeping records.

Budgeting and Forecasting: Comprehensive budgeting and forecasting services to support your financial planning and sustainability.

Accounting Systems: Implement cloud accounting systems and provide staff training.

Management Accounts: Preparation of high quality monthly or quarterly management accounts.

Payroll: Payroll processing, ensuring compliance with all relevant regulations.

Partner with us for professional, customised accounting services that support your charity’s mission and financial health.