Our Charities sector approach
The charity sector continues to face sustained pressure from reduced public funding, increased cost base, increased demand for services, and the expectation of greater transparency and accountability. At Menzies, we recognise the critical role charities play in society and work alongside trustees, directors, and management teams to strengthen governance, ensure compliance, and support long-term resilience.
Our partner-led teams deliver more than audit and assurance, we provide strategic insight that helps charities respond to financial pressures, manage risk, and enhance operational efficiency. We remain available throughout the year, offering guidance on governance, financing, and regulatory changes that affect the sector.
Drawing on many years of experience working with charities of all sizes, from small community trusts to national organisations, we understand the complexities of charitable funding models and the unique reporting requirements they bring. Our aim is to give trustees confidence that their organisation is meeting its obligations, managing its risks effectively, and maximising its impact.
Key challenges in the sector
- Reduced public and grant funding and greater competition for available grants
- Increased regulatory scrutiny and governance expectations
- Rising operating costs and workforce pressures, including retaining key skilled staff
- Digital transformation and cyber resilience, including data protection and GDPR
- Demonstrating measurable impact to stakeholders
- Maintaining financial resilience amid economic uncertainty
- Reliance on single sources of funding and income
- Demonstration of the environmental and social responsibility programs and the impact
Charities today must balance delivering their mission with maintaining financial sustainability, all while operating under greater transparency and scrutiny than ever before.
How can we help?
Our services are designed to strengthen governance, improve control, and enhance financial clarity across your charity’s operations:
- External and internal audit
- Independent examinations and Assurance reviews
- Grant reviews and assistance
- Accounting and reporting support
- Governance and risk management reviews
- VAT, tax planning, and compliance
- Financial systems and control improvements
- Trustee and management training
- Mergers, restructures, and due diligence
We are committed to supporting charities that deliver social value. Our advice is practical, grounded in sector knowledge, and focused on helping your organisation meet regulatory expectations while achieving long-term stability and confidence.
Our latest newswire
Charity Know-How
The New Charities SORP Raises the Bar…
The revised Charities SORP represents a shift in expectations. It is not simply about compliance,…
Five Mistakes Charities Keep Making Under the…
While the updated Charities SORP introduces new expectations, many of the same reporting challenges continue…
VAT relief for goods donated to charities
A new relief is available from 1 April 2026 to remove a VAT charge on…
Why is everyone so reserved?
The Charity Commission has previously commented that the standard of reporting on Reserves and Reserve…
Deciphering Charitable Income Recognition: Understanding the Rules…
One of the most common questions we are asked is: “When should income from donations…
HMRC announce changes to VAT grouping policy…
HMRC have issued a Business Brief with the aim of tackling, what they view as,…
Fundraising reporting requirements guidance
Charities in England and Wales that earn more than £1 million a year are required…
Conversion of charitable companies and CICs to…
The CIO or Charitable Incorporated Organisation was a brand new legal structure introduced in December…
CHARITIES & NOT FOR PROFIT KEY CHALLENGES
STRATEGIC REVIEW With the increased pressure on funding and the Charity Commission’s continued focus on…
Not for Profit Structures
Choosing a suitable structure for your Not for Profit entity is a confusing task with…
Is your charity following social media best…
In this digital age, the use of social media has become a staple for many…
Managing Growth in the Not for Profit…
Managing growth and change is challenging for all organisations; and charities and other not for…
Changes to the Charity Commission’s Independent Examinations
The Charity Commission (after appropriate consultation with the professional bodies) issued revised “Directions” for carrying…
