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Charities
Specialist advice for a specialist sector

The unique challenge facing charities and not-for-profit organisations is not only to operate in a highly regulated environment, but also to make a contribution to society - to make a difference.

Broomfield & Alexander's investment in a team of dedicated Charities specialists means we have the expertise and resources to stay at the forefront of sector issues. Helping our clients receive the right advice - at the right time.

Let our experts help you:

  • Plan the best legal structure for your organisation
  • Set up internal accounting and reporting systems
  • Prepare specialist audits and accounts, ensuring SORP'S compliance
  • Assess your risk management and prepare a risk management review
  • prepare trustee reports
  • Provide VAT and gift relief advice
  • Develop policies and procedures e.g. investment policies

And where appropriate we can also:

  • Provide company secretarial services
  • Help with tax planning
  • Assist in accessing grants and funding
  • Provide marketing and human resources advice

Publications

Newsletters

We regularly publish a newsletter to keep our clients informed about the latest developments in this sector which focuses on the rapid pace of change affecting charities.

Charity update – October 2011
This issue looks at the Bribery act, grants and VAT and charity trustee responsibilities.

Charity update – November 2010
This issue looks at money laundering, the new Fit and Proper Persons Test and formal or informal mergers.

Charity update – April 2010
This issue focuses on the abolition of cheques, fraud and the potential for Gift Aid

Charity update – December 2009
This issue looks at trading, benefits of outsourcing payroll and charity tax issues

Charity update – June 2009
This issue looks at you and your bank, saving costs on utility bills and internal audits

Charity update – November 2008
This issue gives credit crunch advice and looks tips to save money from spreading risk, avoiding fraud and tips to reduce the burden of grant claim.

Charity Help Sheets
We have an extensive range of helpsheets which look in-depth at topics such as public benefit, grants, audit checklists, VAT issues and advice on charity accounts.

Helpsheet 17 – Gift Aid
Making the most of Gift Aid

Helpsheet 16 – Contracts
Effective contract management

Helpsheet 15 - Reserves
How should I set my charity’s reserves policy?

Helpsheet 14 - The Big Ask
15 questions Trustees should ask themselves

Helpsheet 13 – Watch out for fraud
Fraud prevention, incidence, response and action

Further helpsheets can be downloaded for free from our business library by clicking here

Useful Links
The Charity Commission - the regulator and registrar of charities in England & Wales.
The Institute of Fundraising - advice and support for Fundraisers.
Her Majesty's Revenue and Customs - the Revenue and Customs information page for charities.

Our services include:

Tell me more
To contact any of our charities team simply call0800 052 1387or email charities@broomfield.co.uk.

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