Charities and Not For Profit

Charities and Not For Profit

Not-for-profit organisations, charities and social enterprises carry out a wide array of activities and are an important part of the fabric of our society.

We understand the challenges that trustees and management face when running charities and look to bring a fresh perspective to assist you with compliance and provide extra help when required.

We also appreciate the extra obligations set by the charity commission and have strong technical expertise in dealing with the sector’s regulatory framework.

When working with us, you will receive a highly specialised, bespoke service that will add real value to your charity’s finance function.  Based on many years of experience, our practical advice will help you resolve any matters that may arise constructively.

Our care and commitment to understanding our client’s governance and procedures will help you to improve your operations and maximise impact on your beneficiaries in an increasingly complex world.

We support smaller local, volunteer-led community projects through to high-profile and international organisations.

You will experience our personal and professional commitment to charities. Our expertise is born from a genuine affinity with the sector, and the teams’ personal involvement in charitable organisations.

Where we help your organisation:

  • Audit and independent examination for charities
  • Audit and accounts preparation for not for profits
  • Audit and accounts preparation for trading subsidiaries
  • Bookkeeping and management accounts
  • Implementation of accounting systems
  • Trading subsidiaries
  • Payroll outsourcing and auto-enrolment
  • Tax planning and advice
  • Gift aid services
  • Reporting requirements e.g. Charity Commission annual returns, CIC reports to Companies House
  • Governance and strategic planning
  • People management and assistance with HR issues
  • Company secretarial services
  • Fraud investigations

Our experience serves charities of all shapes and sizes, in particular:

  • Religious charities
  • Community-based charities
  • Environmental organisations
  • Educational charities
  • Membership organisations

Some examples of our work with the charity sector include, but are not limited to:

  • Providing full accounting support outsourcing services, including payroll, bookkeeping and VAT to a national non-profit social enterprise that helps young people channel energies through sports
  • Providing tax advice on government-led community projects that are delivering 15,000 homes and 30,000 jobs in Kent.
  • Accounting for a faith-based foundation that enriches lives in the local community and preserves its legacy and heritage
  • Guiding a health-based association that empowers those with hidden conditions with the drafting and implementing of their policy handbook
  • A strong partnership auditing a faith-based organisation that supports the local community through many charitable endeavours
  • Registered office services for a leading symphonic choir with a mission to engage the local community and young composers
  • Providing audit and financial reporting advice for a new community housing project which required extra considerations due to complex donation situations
  • Advising on preparation of governance policies and procedures including risk management and investment management policies for trustees for a new family charity including the introduction of Xero accounting software
  • Guiding a European network of health innovators backed by EU funding through the transition and complications of setting up offices in Ireland with specific reference to payroll arrangements and ad hoc advisory support

Arrange a chat with our expert team of charity advisors here, and let’s discuss how we can help you and your organisation achieve its goals.

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All
Service 1
Service 2
Service 3
Prashant Malde
NHS Pension Management Solution
Accounting Services & Software
Audit & Assurance
Company Secretarial
Corporate Finance
Forensic Accounting & Litigation Support
International
Personal Tax and Wealth Planning
Planning for retirement
Start-ups
Tim Cook
Young Professional Network
Estate planning and trusts
International tax non dom
Personal tax compliance
Tax
Tax investigations
Wealth planning and investments
Property Tax
R&D tax credits
Business Plans
Human Resources
Incorporation
Payroll Outsourcing
VAT
Accounting Software
Audit & Assurance - Department
Bookkeeping
Charities
Company Secretarial - Department
Consultants
Corporate Tax
Credit control
Credit Management Services
Employment Tax
Forensic - Department
Ian Saunders
International tax
Management Accounts
Partners
Personal Tax
Renewables
Save Tax
Selling your business
Services for Internationally mobile employees
Setting up a UK business
Stamp Taxes
Statutory Accounts
Tax - Department
Team
Valuations
Robert Bradman Wilder Coe
Managing Partner & Statutory Director
Robert Bradman Wilder Coe
Robert Bradman

Managing Partner & Statutory Director

Robert Bradman qualified in Scotland as a Chartered Accountant in 1998 and joined Wilder Coe in 2004 after having spent four years in New York working for a firm of Certified Public Accountants.

Robert was appointed an Audit Partner in 2010 and since 2014 has combined this role with heading up our Accounting Support department.

Robert provides both advisory and compliance services to his corporate clients, working closely with them on a range of areas including advising on business structure and providing financial analysis. Robert Bradman provides audit, accountancy and corporate tax compliance services to his clients, ensuring they comply with their statutory and legal obligations.

By providing important initial accounting and tax assistance to start up organisations, Robert affords you the maximum opportunity to succeed and grow your business over the longer term. Larger, more established clients also benefit from the tailored and in depth advice that Robert provides, helping businesses to meet both long and short term objectives.

Professional Memberships

  • The Institute of Chartered Accountants in Scotland

Professional Areas of Expertise

  • Statutory audit and financial statements preparation
  • Corporate taxation
  • Financial Services Authority audits
  • Solicitors Accounts Rules work
  • Financial projections preparation

Sectors of Expertise

  • Property investment
  • Property development
  • Trade associations
  • IT consulting
  • Solicitors Practices

Qualifications

  • Chartered Accountant (Scotland)
  • BA Accounting and Finance

Read Robert Bradman’s latest insights:

Pauline Hudd

Partner

Pauline Hudd provides clients with practical advice and pragmatic solutions in relation to all aspects of stamp taxes. Her wide-ranging experience on corporate and real estate transactions means that she gives bespoke advice tailored to the needs of clients, whether they are major multinationals, financial institutions or individual investors.

She has a proven track record in delivering outcomes on unwinding complex structures, working alongside lenders on re-financing projects and supporting corporate trustees and offshore lawyers in managing transactions across multiple jurisdictions.

She has also supported administrators and liquidators on assets disposals to realise value from property portfolios. In addition, she has worked extensively on public sector projects, ranging from urban regeneration to student accommodation out-sourcing. Her considerable expertise comes from her 14 years in practice at KPMG and through her previous role as Assistant Controller at HMRC Stamp Office.

Pauline Hudd joined Wilder Coe in March 2016 and was made Partner in September 2016.

Qualifications

  • BA (Hons) – University College Cardiff

Professional memberships

  • Member of the Stamp Taxes Practitioners Group

Professional Areas of Expertise

  • Stamp duty
  • Stamp duty land tax (SDLT)
  • Annual Tax on Enveloped Dwellings (ATED)

Sectors of expertise

  • Hotel groups
  • Property investors and funds
  • Property developers
  • Charities
  • Financial Industry clients

Read Pauline Hudd’s latest insights:

Senior Audit Manager
Charlotte Willmore

Senior Audit Manager

Charlotte has experience in the supervision and preparation of statutory accounts, management accounts including tailored client-specific analysis and service charge accounts as well as the audit of statutory accounts and preparation of Corporation tax returns for companies.

Charlotte also has experience with charity independent examinations, charity audits and advisory work, looking after the majority of the firms' charity clients.

She has a portfolio of clients from a wide range of industries including, property investment and development, manufacturing, media, entertainment, IT and charities including owner-managed businesses through to large multinational organisations.

Charlotte Willmore joined Wilder Coe in September 2010 after completing her A-levels. She completed the AAT qualification followed by the ACA qualification in October 2015. After having briefly left Wilder Coe, she re-joined as Audit Supervisor in March 2016. She has since become a manager at the firm.

Professional Memberships

  • A Member of the Association of Accounting Technicians
  • A Member of the Institute of Chartered Accountants in England and Wales

Professional Areas of Expertise

  • Statutory audits
  • Statutory accounts preparation
  • Corporation tax
  • Service charge accounts
  • Charity independent examinations
  • Charity audits

Qualifications

  • ACA
  • MAAT

Read Charlotte Willmore's latest insights:

Senior Audit Manager
Daniel Proctor

Senior Audit Manager

After graduating from the University of Surrey with a first-class degree in Economics, Daniel Proctor began his accountancy career by joining Wilder Coe’s audit trainee programme in 2013.  

After completing his ACA qualification at Wilder Coe, Dan went on to hold several roles within Kent-based accountancy practices, and charities, including as Financial Controller of one of the county’s largest Diocese’ and as a trustee for a local allergy charity. This has helped him develop hands-on experience advising smaller and larger charitable organisations. 

Dan has a wide range of experience in assurance and advisory services, particularly in statutory audits, independent examinations, internal audits, statutory accounts preparation and advising on systems of controls. 

Dan believes in innovation and adoption of the latest audit technologies, helping deliver higher quality and efficient audits to clients.  

Returning to Wilder Coe as Audit Manager in 2022, Dan has responsibility for a portfolio of clients covering a range of sectors, including the renewables, legal, not-for-profit and real estate sectors. He works with Charlotte Willmore in the Charities team to deliver practical solutions to Wilder Coe’s not-for-profit clients on the assurance and advisory side.  

Professional Membership 

  • A Member of the Institute of Chartered Accountants in England and Wales 

Professional Areas of expertise 

  • Assurance including statutory audits and independent examinations 
  • Statutory accounts preparation 
  • Charities 
  • Management Accounts 

Qualifications 

  • ACA 
  • BSc (Hons) Economics  

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If you would like to see full details of our data practices please visit our Privacy Policy and if you have any questions please email info@wildercoe.co.uk.