Tax
Charity tax returns and Gift Aid in London
Charity tax returns and Gift Aid claims prepared accurately for HMRC.
& Customs
Layout simplified for illustration. Field labels follow the official form.
& Customs
Layout simplified for illustration. This is not the official form.
EXAMPLE TRUST
Gift Aid claim schedule
| Donor | Declaration held | Date | Donation £ | Gift Aid 25% £ |
| A Donor | Yes | 12/05/2025 | 5,000.00 | 1,250.00 |
| B Donor | Yes | 03/09/2025 | 4,000.00 | 1,000.00 |
| C Donor | Yes | 18/02/2026 | 3,000.00 | 750.00 |
| Total | 12,000.00 | 3,000.00 |
What is it
What is a charity tax return?
Most charity income is exempt from tax when it is used for charitable purposes. A charity must still file a tax return if HMRC sends a notice to file, and must tell HMRC if it has income or gains that are not exempt. Charitable companies file a Company Tax Return (CT600 with the CT600E supplement); charitable trusts file a Trust and Estate Tax Return.
Gift Aid at a glance
- Gift Aid adds 25p for every £1 donated by a UK taxpayer
- Under the Gift Aid Small Donations Scheme, donations of £30 or less can attract a top-up of up to £2,000 a year
- Claims must generally be made within 4 years
Who we help
Who we support
Charities of every size, from community groups to trusts and foundations with investment income.
Small charities & community groups
Straightforward returns and Gift Aid claims.
Larger charities
Trading income and several funding streams.
Trusts & foundations
Investment income and grant-making.
Religious & educational organisations
Churches, schools and other qualifying bodies.
What’s included
What our charity tax service includes
Income review
We check which income is exempt and which may be taxable.
Reliefs and exemptions
We make sure all available exemptions and reliefs are claimed.
Return preparation
We prepare the CT600 and CT600E or trust return.
Gift Aid claims
We prepare Gift Aid and small donations claims through Charities Online.
Compliance advice
We provide guidance to maintain future compliance and best practice.
Pricing & transparency
The cost of a charity tax return depends on the charity’s income, its trading activities and whether you claim Gift Aid. We confirm the fee in writing before we start, with no hidden extras.
Price list
Pricing & transparency
The cost of a charity tax return depends on the charity’s income, its trading activities and whether you claim Gift Aid. We confirm the fee in writing before we start, with no hidden extras.
Services
Related services
Statutory accounts
Preparation of legally required financial statements, ensuring compliance.
Charity accounts
Specialised accounting services for charities.
Written tax advice
Formal guidance on complex tax matters.
Tax consultancy
Strategic tax planning and optimisation.
FAQ
Charity tax returns: frequently asked questions
Does every charity have to file a tax return?
No. A charity must file if HMRC sends a notice to do so, or if it has income or gains that are not covered by charitable exemptions.
What is the CT600E?
It is the supplementary page charitable companies attach to the Company Tax Return to claim exemptions and report charitable expenditure.
How far back can we claim Gift Aid?
Claims must generally be made within 4 years of the end of the relevant tax year or accounting period.
Licenses & certificates
Request a consultation
Personalised financial guidance
Speak with our experts to discuss your accounting, tax, or corporate needs. Whether you are an individual, a startup, or an established business, we provide personalised guidance and reliable advice tailored to your circumstances