Services

Our approach to every client is as unique as the mix of services your charity needs to meet its objectives. Tait Walker tailors a full range of accounting, taxation, and advisory services for charities across the North East and throughout the UK.

Audit & Accounts

With an experienced team of charity specialists we are here to guide trustees through the maze of accounting, regulatory and governance issues. We work with you to identify key areas of risk arising from your operational, financial and fundraising activities and provide tactical solutions to help you deal with every situation.

Our audit and accounting services include:

• Accounts preparation in compliance with Charities SORP
• Audits
• Independent examinations
• Bookkeeping
• Advice on internal control procedures
• Advice on computerised and manual accounting systems
• Supply of Sage Charity software
• Accredited Sage Training using your own financial data

We have dedicated accounts production and audit software which is specific to charities. This allows us to tailor the audit to fit your charity's unique circumstances.

VAT & Taxation

When you choose your charity's professional advisor, it is critical that they can offer you the complete specialist advice you need now and in the future. Our dedicated and highly qualified Taxation and VAT team understand the complex tax rules that apply to the charity sector and can advise on the most effective ways to manage your activity.

Our taxation and VAT services include:

• Gift Aid
• Trading and use of trading subsidiaries
• VAT planning
• PAYE and benefits in kind
• Charity shops
• Payroll Bureau services from ad-hoc to a completely outsourced payroll

Additional Support

Working with a wide range of charities, our team appreciate that Trustees often need additional support to help meet objectives and deal with increasing regulatory and governance demands.

Tait Walker can also help with:

• Lottery applications
• Local, National and European grants
• Accessing Loan Funds
• Trustees' responsibilities
• Code for Good Governance
• Incorporation
• Pensions and other employee Matters
• Charitable Incorporated Organisations

Wealth Management

Our experienced team have been helping Trustees to manage risk, protect their capital and ensure that their investment strategy responds to the ever-changing legislative requirements for many years.

Our advisers fully appreciate the statutory duty of care that applies to Trustees and endeavour to ensure that all obligations are met.

Our services include:

• A dedicated adviser to help you work through the complex regulations
• A fee proposition is agreed at outset to help fix costs
• Your adviser will help you set goals and assess the risk of any investment
• Help ensure the Trustees understand the investment process and set an investment policy to be followed
• Advisers can attend Trustee meetings if required
• A review strategy can be set up to ensure any goals are met

For more information on how our specialist team could be helping you, please contact your nearest office  - Our office locations