Education

Our risk-based audit approach focuses on understanding our clients, recognising their business issues and identifying the impact that they may have on the financial statements. Coupled with our sector experience, we can determine the critical audit areas and devise specific testing based on our thorough understanding of each clients structure, organisation and business risks.

We ensure your financial reporting meets regulatory standards while giving you valuable insights into operational risk and control. Our audit work is grounded in sector understanding and aligned with the expectations of funders, governors and regulatory bodies.

Education institutions often face unique structuring challenges. We help you model tax scenarios, manage funding arrangements and structure your group in a way that supports long-term goals.

Making sure you’re structured efficiently and effectively, with:

• Structuring advice

• Tax-efficient finance and modelling

• Transfer pricing

• Capital Gains Tax and Capital Allowances

• SDLT and CIS

We manage your tax compliance obligations so you can stay focused on your mission. Our team ensures deadlines are met and filings are accurate, reducing risk and providing peace of mind.

Making it easier to ensure your fulfil your responsibilities:

• Corporation tax returns

• Non-resident landlord returns

• HMRC enquiries

• ATED

• Corporate interest restrictions

Staff costs are a major concern in the education sector. We advise on employment structures, expenses policies and compliance with PAYE and NI rules, helping you stay aligned with employment tax regulations and avoid costly errors.

• Advising on PAYE and National Insurance issues in respect of benefits in kind

• Advising on their compliance reporting obligations under the business expense payments regime

• Drafting and updating staff expense and travel expense policies

• Assisting with HMRC employment status reviews and helping to implement an internal review process

• Structuring termination payments

• Advising on National Living and Minimum Wage regulations

• Managing HMRC reviews

When institutions go through change, such as mergers, spin-outs, growth or restructuring, we offer independent, detailed support to guide you through the transaction and protect long-term value.

Pragmatic advice on key transactions and support for your operations:

• Sale/purchase advisory and structuring

• Due diligence

• IPOs

• Group rationalisation

• Outsourcing (bookkeeping and payroll)

VAT remains one of the most complex areas of financial accounting education within the sector. We advise on exemptions, recovery, partial liability and cross-border issues, all tailored to the specific challenges of your structure.

Unravelling the complexity of VAT schemes and rules:

• Transaction support

• VAT compliance

• Partial exemption and capital goods scheme

• Cross-border issues

We provide personal tax advice to individuals involved in the sector, whether as donors, governors, board members or investors, helping to safeguard assets and plan for the future.

Helping you make sure your hard work pays off:

• IHT and trusts

• Dividend planning

• Exit strategy

• Moving residence and owning property abroad