Charities are at the heart of social progress, serving communities, advancing inclusion, and addressing global inequalities. Yet the sector continues to face mounting financial pressures, regulatory scrutiny, and an ever-growing demand for services.
We work alongside charities and civil society organisations to strengthen financial sustainability, governance resilience and strategic impact in a time of rising expectations and resource constraints.
Core Charity Services
Governance and Accountability Frameworks
We support trustees and leadership teams in embedding effective governance frameworks that uphold integrity, transparency, and public confidence. Our services include board effectiveness reviews, governance code compliance, internal controls assurance and trustee training programmes tailored to mission-driven organisations.
Audit, Assurance and Financial Reporting
Our charity audit approach reflects the distinct regulatory and reputational environment facing the sector. We deliver independent audits and examinations in accordance with the UK Charity SORP and FRS 102. We also assist with fund accounting, reserves policy development, and financial narrative reporting that clearly articulates impact to donors, beneficiaries and regulators.
Strategic Financial Planning
We provide financial health diagnostics, cost recovery analysis, and scenario modelling to help charities navigate funding volatility and plan for sustainable growth. Our advice spans budget formulation, financial forecasting, investment governance, and grant funding compliance—enabling you to make informed decisions and allocate resources with confidence.
Tax Planning and VAT Advisory
We help charities manage complex VAT issues, partial exemption rules, and trading activities within charitable subsidiaries. Our tax specialists advise on Gift Aid, donor benefit rules, and fundraising structures to maximise reliefs while ensuring full HMRC compliance.
Specialist Advisory Services
Charity Mergers and Group Structures
We guide organisations through structural change including mergers, group consolidations and shared services arrangements. This includes governance due diligence, financial impact modelling, and regulatory engagement to ensure a smooth transition that preserves mission and beneficiary focus.
Impact Reporting and Transparency
We support charities in evidencing their value through outcome measurement, theory of change development, and impact reporting aligned with donor and regulatory expectations. We help organisations demonstrate the difference they make—clearly, credibly and consistently.
Investment and Treasury Support
We advise on ethical investment strategies, cash flow optimisation and long-term financial stewardship. Our team supports investment committee decision-making with scenario modelling, risk assessments and policy design tailored to charitable objectives and risk appetite.
Why Choose Our Charity Sector Team
Mission-Driven Expertise: Decades of experience advising charities of all sizes and causes, from grassroots to global NGOs
Whole-System Support: Integrated advisory across governance, finance, operations and impact
Tailored Solutions: Advice grounded in your operating reality, responsive to regulatory and funding changes
Trusted Partnership: Active engagement with the charity community ensures our insights remain relevant, timely and informed by sector voices
Getting Started
Whether you support vulnerable communities, deliver frontline services, or advance education and faith-based initiatives, we understand the pressures you face. Contact our charity advisers to explore how our expertise can help you build financial clarity, enhance impact, and meet your mission with confidence.
We are proud to stand beside charities across the UK, offering professional support grounded in shared purpose and sector knowledge.