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Charitable Trusts and Non-Profit Organisations

Charitable trusts are trusts set up to hold money or assets and carry out activities for the benefit of the community. They may be formed for the purpose of:

• the promotion of education
• the relief of poverty
• the promotion of religion
• other purposes of benefit to the community

A charitable trust as registered by the Charities Commission gains tax benefits when approved by the IRD. These tax breaks include the absence of gift duty on gifts to the trust and the absence of tax on income earned by the trust.

At The Tax Lady we know the practicalities of charitable trusts. Our experience in this area enables us to assist you with your financial accounts, financial reporting and yearly financial audit. A professionaial set of accounts presented to potential funders helps to secure greater, more regular funding.

See our bookkeeping services or contact us for further information.

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