Trust tax returns
Trusts and taxes: Trusts and Income Tax - GOV.UK (www.gov.uk)
10 Year Charge
There are other charges that can be applied to trusts including the 10 year charge Trusts and Inheritance Tax – GOV.UK (www.gov.uk)
Our Expert
We have our own expert – Claire Forth ACMA CTA – if you need help with Trusts please get in touch
We recommend Bonallack & Bishop Solicitors for the legal work.
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Charity Accounts and Independent Examination
We prepare Charity Accounts and act as Independent Charity Examiners.
The trustees will usually be able to choose an independent examination instead of an audit if the charity's gross income is:
- more than £25,000, but not more than £1 million , provided that
- if its gross income is more than £250,000, its gross assets (fixed assets plus current assets) are £3.26 million or less
Since 2015 charities with an income over £250,000 must use an examiner from a body listed in Appendix 5 of CC32, The Chartered Institute of Management Accountants (CIMA) is listed.
We hold a full practising certificate from CIMA.
We are also Affiliate members of the ACIE (Association of Charity Independent Examiners) and members of the ACAT (Association of Church Accountants and Treasurers).
Our Charity Experts
Steve Bicknell FCMA CGMA
Chartered Management Accountant
steve@bicknells.net
Steve works with a wide ranges of charities including Churches, Animal Charities, Sports Charities, and Community Charities. He is also the Vice Chairman of the Parish of Four Saints PCC. Previous clients include a charity that completed a multi million develop of housing for Veterans in Salisbury.
Abi Aiyegbayo ACMA CGMA
Chartered Management Accountant
abi@bicknells.net
Abi works with multiple charities, providing strategy planning, consulting, and other financial services. The charities she works with have a variety of focuses such as fundraising for farmers in Africa, psychotherapy training, and policy advocacy
Bridget Seve
bridget@bicknells.net
Bridget works mainly with Religious Charities and is expert on Gift Aid
Anish Jose
anish@bicknells.net
Anish specialises in community charities involved in recycling/reusing materials
Boscombe Baptist Church
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