Charities and not-for-profit organisations

Organisations with charitable status need to be confident about their financial future at a time when public awareness and scrutiny of the use of funds is at an all-time high.

Charities Education

Smith & Williamson has the experience, capability and people to deliver on the total requirements of not for profit's. Sound financial planning and effective governance are vital to a charity’s reputation and success with clear responsibility on management and directors.

Our team understands the challenges not-for-profit organisations face and have developed an approach and solution framework to support clients in delivery of their primary objectives, while ensuring risk and governance requirements are managed appropriately.

We uniquely deliver audit, tax, advisory and investment management services to a large portfolio of not-for-profit clients.

Our extensive experience in delivering services for the sector gives us considerable insight and understanding enabling us to provide real tangible value added service.

We understand the challenges organisations in the sector face and have developed an approach and solution framework to support our clients in delivery of their primary objectives and stated purpose while ensuring we help them deliver on their governance commitments

Meeting your needs


Acting as a sounding board for trustees and management to identify potential issues.


Our not for profit, charity and education experts can help you manage risks, ensure that you comply with regulations so you can run your organisation with confidence.


Our charity tax and accountancy specialists can assist with the sector specific complexities of VAT and financial reporting.


You’ll have access to a partner with direct experience and a genuine understanding of the challenges you face

How we can help

  • Governance health checks: Independent advice, strategic planning and reviews on all aspects of governance including reviews of systems and controls
  • Accounting services: Accounting, audit and regulatory compliance
  • Risk management: Identification, advice and management of risks
  • Tax advice: Planning and compliance including trading activities, property transactions, and VAT
  • Mergers: Transaction support and due diligence reviews
  • Financial difficulties: Helping charities through restructuring or formal insolvency procedures
  • Investment management: We offer active management of your charity’s investment portfolio

Our credentials

Deep sector knowledge

Our not-for-profit sector clients benefit from our long association with the sector and include member organisations, charities, educational, religious and sporting bodies and as well as semi state organisations.

Professionalism and independence

With increasingly onerous fiduciary and oversight responsibilities for directors and trustees we bring fresh independent eyes and to your organisation helping to achieve your financial ambitions and meet onerous compliance requirements.


We will bring our not for profit expertise, technical excellence and our partner led service delivery. We have the breath of services to execute on your wider requirements from assurance to tax, and corporate finance to advisory

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