Charity Advice & Training

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The charity and civil society sector is experiencing significant change. Taking a charity forward effectively requires consideration of not only accounting and tax issues but also areas of charity law and public benefit, governance and constitutions. We are proud to be able to offer assistance in these areas.

Sign up to our mailing list to join hundreds of other trustees, staff and volunteers in benefitting from:

  • Our regular FREE online Charity Catch-ups, held on Zoom
  • Our regular charity specific email newsletter, with the latest news, actionable insights and helpful resources

  • Year-round availability to act as a sounding board and answer technical queries
  • Training and development for boards on a range of topics, including: core duties, Public Benefit, Responsible Investment, application of the Charity Governance Code
  • Advice on establishing charity group governance and processes for success
  • Insight on the optimisation of Gift Aid and Small Donations relief
  • Facilitation and review of risk management and adherence to fundraising standards
  • Reviews of the validity of fund designations and reserves policies
  • Public benefit reviews and advice on fee charging
  • Corporation Tax and VAT advice for charities
  • Guidance on selecting accounting systems and assistance with their implementation

Many of these services are personally delivered by Ed Marsh (Senior Charity Adviser) and Cecile Gillard (Charities Legal Manager) and are priced on a bespoke basis depending on the scope of work required in each case.

Contact us to discuss your needs and how we can help you achieve them…

Ed Marsh
Ed Marsh

Senior Charity Adviser

0117 973 8441

Get in touch today

Useful information for Charity Advice & Training

Charities & Civil Society Organisations

Charities did not feature significantly in the Autumn Budget 2024, but here’s a summary of some of the changes that will affect the sector…

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Charities & Civil Society OrganisationsLimited Companies

A Community Interest Company is a type of limited company that exists to benefit the community rather than for private profit.

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