Funding Advisory Hub

Bishop Fleming Funding Advisory Service

Our Funding Advisory Hub, curates insights and expertise together in one place, to assist your company in raising finance.

What sets Verity apart?

An experienced Chartered Tax Advisor, Verity provides direct tax advisory and compliance services to charities and not for profit organisations.

Verity has worked with a variety of charitable organisations ranging from small charitable foundations to large national charities and housing associations.

She has a passion for developing strong relationships with her clients to ensure she fully understands their aims, ambitions, and needs, allowing her to provide appropriate support and advice when required.

Clear and concise communication skills and creative problem solving have allowed Verity to successfully support charitable clients in reducing their tax exposure and maximising the resources available to further their charitable objects.

In addition to advisory services, Verity has managed the corporation tax compliance cycle for a number of charitable groups, ensuring filing deadlines are met and the trading subsidiaries pay the required qualifying charitable donations in time to reduce the group’s overall exposure to tax.

 

Verity's service expertise

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Tax
  • Assisting clients with corporation tax compliance matters
  • Advising on tax efficient structuring for transactions or reorganisations
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Charities
  • Advising charities on tax efficient structuring to minimise tax exposure
  • Providing guidance on maximising gift aid
  • Preparation of tax computations to calculate gift aid donations to be paid by trading subsidiaries
  • Advising a variety of not for profit organisations
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Education
  • Providing advice around non-primary purpose trading

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