Public perception of the charity sector is improving, as demonstrated by recent research commissioned by CCEW. Three years ago trust in charities hit an all-time low following several high-profile scandals, but an independent study by Yonder shows that charities are among the most trusted groups in society, third only after doctors and the police. The improvement seems to have ...
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.
2021 Autumn Budget Report
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 ...
Charity News: Corporate transparency and register reform
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 ...
Charity News: Responsible investment
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 ...
Charity News: Off-payroll working
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 ...
Charity News: Going concern reporting
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 ...
Charity News: Fundraising disclosures
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 ...
Charity News: Filing the annual report
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 ...
Charity News: Charity model accounts
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 ...
Charity News: AGM guidance
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 ...
Ward Williams was much more sympathetic to my circumstances. There was much more opportunity for me to ask for help when needed, and there was far less jargon in the information that they sent me.Clare Francis - Probate Client
Probate can be a very detailed procedure, as I knew from personal experience. But Ward Williams made the whole thing less daunting. They were very reassuring and clear about everything. Keeping us informed and letting us know we could ask for advice whenever we wanted.Sam Crossby - Probate Client
When taking on my fathers probate, the solicitor didn't explain that there were a number of things we could have done ourselves; in contrast, Ward Williams were clear from the start about the different options available to us and the associated costs of these options.Clare Francis - Probate Client
We felt we were always able to ask questions that we had or pop in for a meeting. We felt well looked after all the way through and it was very comforting to know that we had a professional firm to take the anxiety out of the process for us.Sam Crossby - Probate Client
The relationship in dealing with my parents tax has come to an end but the fact we are going to ask them to handle the trust speaks volumes about how we feel they dealt with the probate.Clare Francis - Probate Client
Ward Williams simply told us that they could provide the service, explaining what they could do if we wanted them to. Their approach was far more human, and much more appropriate to the circumstances.Sam Crossby - Probate Client
Personal relationships count for a lot in these circumstances and our relationship with Ward Williams is excellent.Clare Francis - Probate Client
Ward Williams were financial advisers to both parents and after my father died they continued to look after my mother's financial affairs. Because of that good understanding we felt they would be best placed to provide the expertise needed to see probate through and would handle everything in-house. The long-term relationship meant that we already had a high level of trust in them.Sam Crossby - Probate Client