Ideas, ponderings and news from the South West’s charity accountants

Charity Compliance Update – September 2018

As holiday season draws to a close, I review the latest in the world of charity compliance matters. Read on to stay abreast of new consultations, SORP news and the Charity Commission’s accounts monitoring reviews. Charity Commission publishes outcomes of accounts monitoring On 3 September 2018 the Charity Commission for England and Wales (CCEW) published […]

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Podcast: Jen talks charity finance with Accounting Web

On Wednesday 12 September our Managing Director, Jen Gerrard, made her podcasting debut with the team over at AccountingWeb.co.uk. Listen below to hear Jen chat about charity finance and accounting, the 4-day work week and how Gerrard Financial Consulting came to be and more:  

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Charity Commission accounts monitoring review – lessons to learn?

On 3 September 2018 the Charity Commission for England and Wales (CCEW) published the following Accounts Monitoring updates: Telling your story well – public benefit reporting for charities Charities annual reports and accounts meeting the readers’ needs Small charities annual reports and accounts meeting the readers’ needs Read on for salient issues raised by the […]

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Charity Compliance Update – August 2018

Plenty to get your teeth in to this month with the launch of the Civil Society’s strategy on building a better future and consultation updates – outcomes and the launch of The Charity Digital Code of Practice consultation. Read on to stay up to date. Civil Society Strategy: Building a future that works for everyone […]

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Charity Compliance Update – July 2018

This month’s installment is all about updated guidance from the Regulators – a tweak here, a simplification there. Read on for the latest around Gift Aid donor benefit rules and more. Charities SORP-making body to include Irish regulators The Financial Reporting Council (FRC) has approved the addition of the Charity Commission for Northern Ireland and the […]

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GFC on tour: Training, events and meeting amazing charities along the way

It’s been a busy few months for GFC with Charity Finance Group (CFG) training collaborations, working with local and national charities to spread the love re digital finance transformation and much more. We’re feeling privileged to have met, worked and developed relationships with so many amazing organisations and the individuals who drive them. Read on […]

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Charity Compliance Update – June 2018

Charity Compliance update

It’s been a relatively quiet month on the compliance front as we hit the holiday season and the regulatory teams seem to be taking a well-earned rest (except for OSCR it would seem). Read on for this month’s update in all things compliance. Charity Annual Return 2018 – update Later this Summer the Charity Commission […]

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Gift Aid (part 2): The Technicalities

This is the second instalment of a two-part series where I review the ins and outs of Gift Aid for charities. Last time in Gift Aid: The Practicalities I considered: Establishing registration with HMRC Gift Aid declarations for your donors and record-keeping Completing a Gift Aid return This article looks at: Eligible donations Calculating what […]

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Charity Compliance Update – May 2018

It’s all about fraud prevention, GDPR and safeguarding guidance this month. Read on for your full sector compliance update. 10 top tips for fraud prevention The Charity Commission for England and Wales (CCEW) published a study about insider fraud and charities on 26 April 2018. The headline reads; “almost three quarters of insider frauds at […]

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Charity Compliance Update – April 2018

Consultation responses – hot off the press! Business Rates in multi-occupied properties The government’s response to a consultation around the proposed reinstatement of a practice by the Valuation Office Agency (VOA) – namely applying one rating assessment to contiguous (touching) business properties occupied by the same ratepayer – has been published this month. There has […]

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