Not for Profit

Back to Tax

Our accountants and tax advisers specialise in helping not-for-profit organisations

As a not-for-profit or charity organisation, a large amount of your time is probably taken up trying to balance fundraising concerns with being able to demonstrate your organisation is sustainable, financially transparent, accountable and responsible.

At Rowleys, we know striking that balance is no easy task but it is a task we can definitely help you with.

Having worked with all types of not-for-profit organisations for decades, we don’t just understand the pressure these challenges can put you under, we also know how best to tackle them.

Whether you’re a charity, a social enterprise, a community interest company, a membership or a trade body, our dedicated not-for-profit team can provide all of the specialist tax, VAT and compliance advice you need. In addition, we can also share the wider commercial perspective you may need to help you take the next step.

The services we offer not-for-profit organisations include:

And we are always on hand to discuss any additional projects you may be considering, answer any queries as they arise and help you find the right way to make the changes you think would benefit your organisation, regardless of what stage you’re at.

If you are just starting out we will help you to confirm that your activities are definitely best placed as a not-for-profit organisation, by qualifying your motives, your purpose, where your revenue will come from and whether a similar organisation already exists (this may have a bearing on you being granted non-profit status).

We can then guide you through the incorporation process and make the necessary applications if tax exemptions are available.

We can also help you draft your business plan. We’ll use our understanding of the not-for-profit sector to set out the most likely scenarios so you can work out which works best for you then make sure you are always working to the right budgets so your expenditure doesn’t exceed your income.

Once you are up and running we can help you develop your fundraising efforts, a revenue stream that could be crucial if you don’t immediately have any products or services to sell. Or if fundraising isn’t the right option, we’ll help you identify the potential sources of funding that may be available from either the public or private sector.

And, as your business develops we can provide the more specialist advice you’ll need to take the next step. You may want to explore Gift Aid reliefs or adopting mutual trading status or discuss how you could improve the way you manage your VAT or investment income tax considerations.

If you manage or are planning to launch a not-for-profit organisation and would like to find out more about how we could help you, please email or call us on 0116 282 7000.

Need help or advice?

We're here to help you bloom

If you have any questions about accounts, audit, tax or even your Will we’re here to help.

No obligations, just a friendly chat to help you find the best way to help you get to where you want to be.

Get in touch

Registered to carry on audit work in the UK; regulated for a range of investment business activities; and licensed to carry out the reserved legal activity of non-contentious probate in England and Wales by the Institute of Chartered Accountants in England and Wales.  Associate Directors of the firm are not Directors of The Rowleys Partnership Limited (registered no. 06125028) and are not subject to the obligations and responsibilities of Directors within Part 10 of the Companies Act 2006.  Any reference to an individual with the job title “Partner” refers to someone who is a Director of The Rowleys Partnership Limited and also a registered member of Rowleys Group LLP (registered no. OC306056)  A list of Directors and Members are available at Companies House. Details of our audit registration can be viewed at and details of our probate registration can be viewed at, both under reference number C001486455. View our Legal and Privacy PolicyView our Terms of Business