Iain Butler looks at two recent tribunal cases where HMRC has challenged R&D tax credit claims … Read more
A significant challenge of the IFPR jigsaw is the preparation of the ICARA document and demonstrating it's a ‘process’ rather than just a ‘document’. … Read more
In this seminar, our charity VAT partner Socrates Socratous will highlight recent case law affecting the charity sector … Read more
130 Wood Street, London, EC2V 6DL
enquiries@buzzacott.co.uk T +44 (0)20 7556 1200
Review existing investments, assess risk and suggest any changes needed to bring it in line with the overall strategy and ethics of your charity or trust.
When you need a new or replacement investment manager, we can help you find, negotiate with and appoint the most suitable candidate. Monitor performance: We track portfolio performance, meet regularly with your investment manager and help you assess risk taken vs. return achieved. You can rely on our help and expertise to make sure your chosen investment manager is delivering what you need.
What works for a charity or trust’s long-term portfolio is very different from what’s needed to manage its liquid assets. We evaluate the full range of market strengths and risks to help you decide on the best home for your cash deposits.
Aside from investment advice, we can also offer access to Foreign Exchange (FX) services through trusted third parties and help you consider and manage the impact of FX costs to your organisation. Buzzacott has spent many years supporting trustees, so our Financial Planning team has an exhaustive understanding of the workings and challenges of the charity sector. To stay on top, our clients often draw on the skills of the wider firm, in particular our dedicated charity and not-for-profit team.
Buzzacott Financial Services Limited is authorised and regulated by the Financial Conduct Authority.
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VAT consultancy for charities
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Tax planning and advice for charities
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COVID-19 emergency support funds
17 December 2020
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