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Not For Profit

Find out more about how our specialist Not for Profit team can help your organisation to achieve more.


Our experienced team advise a number of Co-operative and Community Benefit Societies (formerly known as Industrial and Provident Societies) throughout the North East and across the UK, offering a tailored mix of accounting, taxation and advisory services. We will work with you to not only help you to fulfil statutory compliance obligations, but also to realise your social entrepreneur objectives effectively.

We understand that Co-operative and Community Benefit Societies are used in a variety of different sectors and this often raises interesting challenges in a sector facing ever changing regulation and compliance. Our team of specialists are always available to help, whether it’s dealing with legislative changes or giving advice and guidance to enable the Co-operative and Community Benefit Society to be set-up in the most efficient way.  At Tait Walker we want to make sure that you feel equipped with the knowledge to deal with the unique accounting obstacles of the social sector.


How can we help?

We believe that Co-operative and Community Benefit Societies need more than just compliance support, so our Not-For-Profit team are available to help with the planning and set-up of the Co-operative and Community Benefit Society, to providing compliance services and answer any questions you may have throughout the year.

Just a few of the areas where we can help:

  • Tax Planning and Advice on choosing the right structure to support the Social Objectives
  • Help with the Formation of the Co-operative and Community Benefit Society
  • Financial forecasting and modelling
  • Accounts preparation in compliance with the Co-operative and Community Benefit Societies Act 2014
  • Assurance services – audit
  • Advice on accounting systems, as well as the supply of and training in Sage and Xero
  • Advice and practical assistance with VAT planning
  • Accessing loan funds, as well as Local, National and European Grants
  • Pensions and other employee matters, including ways to mitigate payroll costs

As treasurer of two large charitable groups, it is re-assuring to know that Tait Walker’s Not for Profit team are always approachable and have the necessary expertise and experience in all financial, governance and strategic matters relating to charities and their subsidiaries. A great team to work with.

R.I Watson – Trustee NECA

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If you are seeking advice and would like an informal chat without fee or commitment, then please get in touch.