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 adds 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 improve your operations and maximise impact on your beneficiaries in an increasingly complex world.

We support smaller local, volunteer-led community projects through 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’ involvement in charitable organisations.

Where we help your organisation:

  • Audit and independent examinations
  • 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 deliver 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 the 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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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 headed up our Accounting Support department between 2014 and 2026. Robert stepped into the role of Joint Managing Partner of Wilder Coe, alongside Bee-Lean Chew, in 2023.

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
  • Renewable Energy

Qualifications

  • Chartered Accountant (Scotland)
  • BA Accounting and Finance

Read Robert Bradman’s latest insights:

Charlotte Willmore
Charlotte Willmore
Charlotte Willmore

Partner

Charlotte has experience in the supervision and preparation of statutory accounts, and 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 firm's 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 a brief stint at another firm, she re-joined as Audit Supervisor in March 2016. Since then, Charlotte has continued to progress her career at Wilder Coe through several more promotions, and as of October 2024,  stepped into the position of Audit Partner.

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:

Partner – Stamp Taxes
Pauline Hudd

Partner – Stamp Taxes

Pauline is a leading specialist in Stamp Taxes, who provides practical, tailored advice across corporate and real estate transactions, with a particular focus on corporate restructuring and M&A transactions across multiple jurisdictions. She advises on the stamp duty and stamp duty land tax implications of transactions, working closely with lawyers and advisors in UK and offshore jurisdictions to ensure that the implementation of the transaction and the transfer of assets is carried out in accordance with the strict requirements of the legislation in order to benefit from available reliefs. She also acts as deal lead on M & A projects involving corporate and asset purchases.

She has wide-ranging experience in the delivery of company reorganisations, and setting up new holding structures for clients, as well as expertise in the fields of pre-IPO planning, debt/equity swaps, re-financing and offshore security arrangements. She also works extensively with many leading independent hoteliers.

Having started her career with HMRC in the Stamp Office Pauline previously spent 14 years in professional practice with KPMG as a Stamp Taxes specialist before joining Wilder Coe Ltd as a partner in 2016.

This is what clients say about working with Pauline on property transactions…

I can honestly say that my stress levels were at the max. When you joined in and helped push it all along, I felt such comfort. There were steps that I/we could not have known to take. I saw you guiding us through it all and I am beyond grateful that you were willing to do that. In today’s world, you don’t see this often!

Qualifications

  • BA (Hons), University College Cardiff
  • Member, Stamp Taxes Practitioners Group

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)
  • M & A

Sectors of Expertise

  • Property investors and funds
  • Hotel groups
  • Non-resident landlords
  • Financial services
  • Not for Profit Housing Providers

Read Pauline Hudd’s latest insights:

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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.

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