Topics Covered.
- Accounting Templates
- Business Rate Rebate
- Tax Updates
- Guide to Reserves
Free Charity Advice Helpline
Accounting Templates
Customisable accounting templates to organise and track financial data.
Here’s a template that might be useful to report your monthly Management Accounts – Monthly Management Accounts
Charities often tell us they need help raising funds for core costs. This Full Cost Recovery Model (Credit the FSI) might help you to solve this problem.
Simple Income Expenditure Risk Profiler (Credit the FSI)
Business Rate Rebate
Save on business rates for charities with our rebate guide.
Charities benefit from Business Rate Rebates. All charities get an automatic 80% rebate. Many local authorities also give a discretionary 20%, which could leave you a bill of £0.00. Please check with your local authority. For example, in the London Borough of Barnet, you can contact the relevant department for an application form to claim the 20% relief. Barnet Council. Look for Discretionary Rate Relief here.
Free Charity Advice Helpline – Russell Cooke Solicitors
Free Legal Guidance for Charity Operations and Governance Support.
Get free legal guidance on charity governance, fundraising, HR, and more from Russell-Cooke.
The Helpline provides free legal guidance for charity-related queries. The service is governed by specific terms, including limitations on liability.
Tax updates
Stay informed on the latest tax regulations for your organisation.
The Charity Finance Group is a rich source of charity finance information; you will find their website here
Check the latest HMRC news and update the basic guide to charities here
Claim tax back on donations using HMRC Charities Online
Charities can claim Gift Aid repayments online
Guide to reserves
Maximise the impact of charity funds with our reserve guides.
Many factors must be considered when creating and maintaining Reserves and a Reserves Policy. You will find lots of useful information on the HMRC site here.
A practical general guide was distributed by one of the key speakers at the Community Accountants Network Annual Conference here, which should be useful.
