Charities

Ward Williams have a team that specialises in the needs of charities. We have extensive knowledge of the Charities Acts and Charities SORP. This knowledge together with over 20 years combined experience in dealing with charities enables Ward Williams to offer our charity clients the following:

  • Preparation of annual accounts in accordance with the relevant regulations
  • Annual audit and independant examinations
  • Assistance in the completion of Charity Commission annual returns
  • Attendance at Trustee's and audit committee meetings

In addition we offer advice and guidance on non-routine issues including systems and controls together with assistance on how to become more efficient.

› Download our latest Charity News

A specialist newsletter highlighting important and current issues that may affect charities is prepared by Ward Williams on a quarterly basis. If you would like to receive a copy please email charities@wardwilliams.co.uk

Recommendation: 

"I had the real pleasure of working closely with the team at Ward Williams for over seven years. During this challenging period of change for our Charity they provided us with the usual range of auditing and related services - but were also trusted financial advisers, offering a seamless and highly professional service to myself and the Trustee Board".

Chris Hughan, former CEO of healthcare charity;

"U-Can Ask Angels have been very pleased with the service that you have provided over recent years.

Frank has ways responded to emails very swiftly and has been quick to answer queries during the year.

The formulation of the accounts has been swift and efficient with advice given to support me since I don't have any financial training".

 

Sally Lomath - U Can Ask Angels

"I was very happy with Ward Williams’ service last year.  I found the staff to be very helpful, good listeners and very responsive to our requirements.  We were particularly satisfied with the speed and efficiency of the audit and the end product".

Alison Katerji - Carers Network

>Read the latest Charity Commission News: Issue 64.

This issue includes:
• your responsibilities around political campaigning
• get ready to submit your charity annual return
• improvements to reporting charity fraud and working together to prevent it
• preparing your charity for Brexit
• safeguarding and protecting people
• updated guidance on independent examination of charity accounts
• reporting of related party transactions in charity accounts
• how to get help for an inactive or ineffective charity

›Charity Commission: Charity Finances - trustee essentials  

Good management of a charity’s finances and other assets enables it to succeed in delivering its charitable aims. The latest guide from the Charity Commission explains how trustees must show:

• realistic funding plans and strategies
• effective management controls and systems
• planned for their charity’s assets and resources to be used in the best possible way for their beneficiaries

Please contact Colin or Frank for either a no obligation meeting at our cost or a fixed fee quotation.


 Useful links*: Charity CommissionCharities Act 2011
(*We cannot be held responsible for the content of external websites)

Specialists

Colin Hamilton
Client Services Director
colin.hamilton@wardwilliams.co.uk
Frank Harling
Corporate Services Manager
frank.harling@wardwilliams.co.uk