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Ward Williams have a team that specialises in the needs of charities. We have extensive knowledge of the Charities Acts and Charities SORP. This knowledge together with over 20 years combined experience in dealing with charities enables Ward Williams to offer our charity clients the following:

  • Preparation of annual accounts in accordance with the relevant regulations;
  • Annual audit and independant examinations;
  • Assistance in the completion of Charity Commission annual returns;
  • Attendance at Trustee's and audit committee meetings.

In addition we offer advice and guidance on non-routine issues including systems and controls together with assistance on how to become more efficient.

Our Budget Summary provides an overview of the key announcements arising from the Chancellor’s speech. Download Autumn Budget Report PDF Additionally, throughout the Summary you will find informative comments to help you assess the effect that the proposed changes may have on you personally. Don’t forget, we can help to ensure that your accounts are accurate and fully compli ...

Three major consultations took place over the winter that contained proposals that could significantly impact charitable companies. These included proposals for requiring all companies to file their accounts digitally with Companies House and a shortening of the filing deadline for doing so, the powers of the Registrar to query filed information and implementing the ban on corp ...

Last year CCEW undertook a ‘listening exercise’ seeking views on the adequacy of its guidance for trustees on responsible investment, the alignment of a charity’s investment policy with its mission and purpose. This exercise highlighted a number of technical and practical barriers to responsible investment, such as the apparent need for trustees to prioritise financial return o ...

The government has confirmed that changes to off-payroll working rules will apply to the private sector from 6 April 2021, including charities and other not-for-profit organisations. Small entities will be exempt from these rules, commonly referred to as IR35. For charitable companies in order to qualify for this exemption two of the following three thresholds must be met; ann ...

It is of little surprise that there will be renewed focus on going concern at present, given the continued impact the COVID-19 pandemic is having on charity finances. In a recent report undertaken by Pro Bono Economics in conjunction with Charity Finance Group and the Chartered Institute of Fundraising, the loss of income was made clear, with one in five charities reporting tha ...

It is a legal requirement for charities in England and Wales with gross income of over £1 million to include disclosure of their fundraising activity as part of their trustees’ report. Charities based elsewhere in the UK may like to include equivalent disclosure on a voluntary basis to provide transparency over their fundraising activities. A recent review undertaken by the Fu ...

In response to the COVID-19 pandemic the UK’s regulators all announced measures designed to ease the administrative burden on charities and provided extra time to file their annual reports. As we slowly return to a more normal way of operating, these measures are being withdrawn and charities will need to ensure that wherever possible they report in accordance within the usual ...

There are no changes to the Charity SORP to report on in this edition of Charity News, but those preparing charity accounts might be interested to know that the model accounts published by the SORP Committee have been updated. These provide examples of how charity accounts should be presented in order to comply with the latest reporting requirements for charities, including the ...

Although we now have a roadmap out of lockdown, it looks likely that charities will need to hold AGMs on a closed basis until at least 17 May and possibly until at least 21 June. Affected charities may find it helpful to refer to latest guidance published by The Chartered Governance Institute (ICSA) on the holding of remote meetings, which although primarily aimed at business s ...

Late last year the NCVO published an updated version of the Charity Governance Code as part of its commitment to review the Code every three years to ensure that it reflects any changes in society. Following consultation, two key areas of the Code have been updated. Firstly, the focus of Principle 3: Integrity has been broadened. Previously it was primarily concerned with prot ...