Charities & Trusts

Specialist Accounting & Compliance for Charities and Trusts

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Charity & Trust Services

Expert Financial Services for Charities & Trusts

Charities and trusts operate under strict regulatory frameworks with unique reporting requirements. CBM Accounting provides specialist accounting services to help charitable organisations and trusts maintain compliance while maximising their financial impact.

Our experienced team handles Charity Commission reporting, SORP-compliant accounts, Gift Aid claims, trustee reporting, and HMRC obligations — allowing you to focus on your charitable mission with confidence.

What We Offer

Services for Charities & Trusts

Charity Accounts

Preparation of accounts compliant with Charities SORP (FRS 102) and Charity Commission requirements.

Gift Aid Claims

Maximising Gift Aid recovery to increase your charity’s income from donations.

Trustee Reports

Clear and transparent financial reporting for trustees, donors, and stakeholders.

HMRC Compliance

Tax exemption claims, VAT partial exemption, and all regulatory filings handled.

Annual Returns

Timely filing of annual returns with the Charity Commission and Companies House.

Independent Examination

Independent examination or audit services as required by your charity’s income level.

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Charity Accounting

Need Charity Accounting Support?

Let our specialist team handle your charity’s compliance and reporting.

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