Tax

We understand how to manage tax risks for not-for-profits – and know how to find the opportunities.

The tax landscape for charities and social enterprises can be particularly complex and can often be expensive. Get it wrong, and your organisation could be exposed to unforeseen costs, as wells as regulatory and public scrutiny.

Our unique approach combines tax and legal advice to provide a holistic and proactive service, steeped in sector expertise. We work to fully understand client needs and design solutions which fit within the wider objectives of your organisation.

From untangling complex queries; to identifying cost-saving opportunities; to mitigating risks; our advice is always informed by our specialised understanding of charities and not-for-profits.

How we help

Comprehensive tax assistance

We offer expert advice across corporation tax, income tax, VAT, and Gift Aid.

Supporting where needed

Our team advises on specific transactions, restructuring, fundraising, and philanthropy efforts.

Operational health checks

We conduct thorough health checks on day-to-day tax operations and identify opportunities for income generation and cost saving.

Seamless integration

Our integrated tax and legal services ensure smooth implementation of strategies, from initial identification to final execution.

Collaboration with auditors

We work closely with auditors to provide comprehensive support and ensure compliance.

Meet our team
You May Also Be Interested In

Charity Legacy Conference 2026: maximising and protecting legacy income

With charity income under increasing pressure, legacy income is a consistently reliable source, helping charities maintain stability through these challenging times. We recently hosted our annual Charity Legacy Conference for legacy professionals, this year focusing on how to maximise and protect legacy income. Here are some of the key legal and practical takeaways from the …
Read more

Briefing for Charities & Social Enterprises | 13 October

Our weekly round up of news and updates from across the sector. To help you navigate this week’s content, the links below will take you straight to content by topic. Charity Commission The Charity Commission says it has made further updates to its guidance Sales, leases, transfers or mortgages: what trustees need to know about …
Read more

Spotlight 2026: the annual Bates Wells charity conference | 3 November 2026

Our annual charity sector conference brings together representatives from across civil society to discuss big picture questions and make connections. This year we will be exploring the theme of ‘Charities and Change’. Check out the full agenda below, our speaker line-up and how to sign up. Gain insights from sector leaders In the face of …
Read more

Briefing for Charities & Social Enterprises | 6 October

Our weekly roundup of news and updates from across the sector. To help you navigate this week’s content, the links below will take you straight to content by topic. Charity Commission The Charity Commission has published its 2025-2026 report on whistleblowing disclosures. The Commission has seen an increase in whistleblowing disclosures. It has also found …
Read more

Briefing for Charities & Social Enterprises | 29 September

Our weekly round-up of news and updates from across the sector. To help you navigate this week’s content, the links below will take you straight to content by topic. Sector general Civil Society has highlighted comments from Jamie Scudamore, Head of Partner Relations at the Prime Minister’s Partnerships Unit, speaking at the recent Association of …
Read more