Professional Institutes & Membership Bodies

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 client's structure, organisation and business risks. This makes us a trusted choice in accounting for financial institutions, membership bodies, and professional associations alike.

We help our clients make the most of their resources through thoughtful, efficient tax structures that reflect their strategic priorities. Our work in accounting for financial institutions and not-for-profit bodies means we understand the broader implications of tax strategy.

Making sure you’re structured efficiently and effectively:

• Structuring advice

• Tax-efficient finance and modelling

• Transfer pricing

• Capital Gains Tax and Capital Allowances

• SDLT and CIS

Staying compliant is non-negotiable, but it should never distract from your core purpose. Our team supports membership associations and institutes by taking the burden off your shoulders and ensuring deadlines are always met.

Making it easier to ensure your fulfil your responsibilities:

• Corporation Tax returns

• Non-resident landlord returns

• HMRC enquiries

• ATED

• Corporate interest restrictions

Your team is one of your most valuable assets. We advise membership organisations on how to manage employment tax efficiently while remaining compliant and fair.

• 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

Pragmatic advice on key transactions and support for your operations. Whether you're a professional institute or a membership body, our transaction support is underpinned by practical experience as an accounting firm for membership associations. We bring deep knowledge of sector dynamics to each engagement.

• Sale/purchase advisory and structuring

• Due diligence

• IPOs

• Group rationalisation

• Outsourcing (bookkeeping and payroll)

VAT can be a minefield, especially for organisations with complex funding structures or mixed-income streams. We help demystify the process and make VAT planning part of your strategic toolkit.

Unravelling the complexity of VAT schemes and rules:

• Transaction support

• VAT compliance

• Partial exemption and capital goods scheme

• Cross-border issues

For membership organisations with significant reserves, donor funds, or properties, long-term planning is key. Our team supports clients in managing and protecting value, especially when navigating transitions.

Helping you make sure your hard work pays off:

• IHT and trusts

• Dividend planning

• Exit strategy

• Moving residence and owning property abroad