Our clients range from new start-up charities, endowed foundations and grant giving charities to medical research institutions, independent schools and clubs.
Supporting charitable foundations and not-for-profit entities
We have experience of advising Charitable Incorporated Organisations (CIO), Trusts and Community Interest Companies (CIC) covering all aspects of fund accounting and taxation issues including:
- Charity Commission Registration applications
- Advising on Trustee risks and responsibilities
- Day to day bookkeeping, policies and procedures
- Management accounting and reporting
- Statutory accounts, Independent Examinations and Audits
- Corporation tax, VAT, payroll and GiftAid
- Advising on charity governance and best practice
- Trading subsidiaries and long-term investment structures
We understand the complexities of charity fund accounting and the legal and reputational damage of non-compliance with Charity Law, Company Law and HM Revenue & Customs.
At Lewis Golden, many of the partners are also charity Trustees with a keen personal and professional interest in the sector. Our partner Neil Benson, has been honoured with an OBE for his services to charity, including The Saints and Sinners Trust Limited, The Foundation for Liver Research and The Cystic Fibrosis Research Trust.
Many of our clients consider philanthropy as part of their tax and estate planning and our cross-disciplinary team are used to working collaboratively to consider your personal, charitable and business affairs.
From fundraising charities dependent on public support through to charitable foundations which can provide a personal and effective platform to direct, monitor and publicise the impact of your giving, we have the expertise.
Why work with us?
All Lewis Golden clients benefit from our exceptional standard of client care, our depth of experience, and our distinctive approach.
Person to person meeting
We’ll get to know you and your business with an in-depth initial consultation.
We understand your goals
Our team is dedicated to helping you realise your ambitions, and ready to support you at every stage.
We create a plan
We’ll create a structured plan to reach your goals, continuously reviewing your performance and progress towards them.
Precision with personality
Let us take your worries away
Our people are what really make us stand out. The Lewis Golden team is made up of brilliant individuals with a wealth of experience and a sharp focus on the work they do.