Charities & Not for Profit

PEM has built a strong reputation for its expertise and knowledge of the charity and not for profit sector. We act as accountants, auditors and advisers to local, regional and national charities and not for profit organisations including two thirds of Cambridge University Colleges, science research institutions, academies and independent schools.

Our charities team understands that the ever-changing legal and regulatory environment of this sector requires proactive advisers who provide specialist advice tailored to your organisation's specific requirements.

As well as fulfilling our accounting, audit and taxation roles, our charity team is able to advise your trustees and executives in the following areas:

  • Strategic planning
  • Advising trustees on their responsibilities under the Charities Acts, Trustees Acts and SORP
  • Reporting on the strengths and weaknesses of internal controls, accounting information and management information
  • Reporting systems; advising on system improvements including training key personnel
  • Providing assistance with and advice on trading activities, the use of trading subsidiaries, and associated tax implications
  • VAT planning issues relating to exempt supplies, fundraising activities, land transactions and VAT efficient
  • Charity group structures
  • Establishing an appropriate reserves policy to enable you to maintain a funding level that allows you to fulfil your charitable objectives
  • Assisting you trustees with charity-wide risk reviews and the maintenance of a risk register
  • Assisting your trustees in establishing and controlling fundraising activities
  • Advising on the appropriate investment policies
  • Advising on Gift Aid
  • Payroll

We run a range of regular complimentary events and seminars, specifically aimed at the Charity sector as well as publishing regular newsletters and articles.  Register today to receive these.

To discuss how we can help your organisation, please contact our charities team or send us an online enquiry.

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