Tax planning and advice for charities.

Helping charities risk less and gain more.
Some feel that, in an ideal world, charities would be exempt from all taxes. Until that sunny day, if you’re a not-for-profit organisation, the best option is to aim to minimise your exposure to tax.

Our dedicated not-for-profit tax team advises all kinds of organisations. We work closely with charities, religious institutes, academies and schools, further and higher education organisations, INGOs, membership organisations and social businesses.

Take advantage of our sector experience to make sure you’re claiming all relevant tax reliefs and exemptions. Then enjoy directing the greatest possible funds towards the causes you care about.

Our tax and audit specialists work as one team and have trained as charity experts from day one. So you can count on regular communication, industry insights and an annual charity tax update after the Chancellor’s Budget. We also offer tax update seminars and bespoke fundraising workshops to help you keep up to date with the latest information.

Tax advice to help charities and their trustees

  • Review use of Gift Aid and other tax-efficient ways to boost income
  • Review group structures for tax efficiency and set up tax-efficient trading subsidiaries
  • Assess tax consequences of new contracts and agreements
  • Review VAT exemptions
  • Advise on dual-qualifying charities (a tax-efficient structure connecting a UK and US charity)
  • Guidance on property transactions 
  • Advise on employment tax issues

Taxes and giving: getting it right

We also help charities, trusts and organisations use Blackbaud Grantmaking™ software to make and monitor grants and streamline their admin. To stay compliant and make the most of your resources, learn about grant management.

Download these useful resources:

Calculating partial exemption 

Fundraising events: VAT and Direct Tax

Funding the arts: Tax reliefs

Have a question on tax planning for charities?

If you have a query regarding tax planning for charities, fill in the form below and one of our experts will be in touch.

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