A low cost, friendly service from an expert not a salesperson and my free guides enable you to do everything yourself at no cost, if you prefer. If you want help, I offer a Charity Commission registration service, register CICs, register charities with HMRC, review draft applications, draft responses to Charity Commission queries, draft appeals, and convert companies to CICs and CICs to charities.
For more information and a no obligation, free advice call, e mail me at firstname.lastname@example.org.
“Ian’s guidance and support throughout the application process has been phenomenal. He has gone above and beyond his line of duty and is there to hold your hand and explain what the Charity Commissioners are looking for in setting up a charity. His experience is second to none, and his calm and helpful manner keeps you motivated and engaged. He made the process so simple and it wasn’t long before we received our registration".
Sirwa Sabir, Founder, Hommie
I've been a charity volunteer for 40+years and worked at senior management level for 25+, including various chair and CEO roles, start-ups and turnarounds. I'm the founder of Charity Excellence - the fees I'm paid are used to help fund the charity.
For those who value them, I hold an MSc (Corporate Management), and ACCA finance and accounting, and CIoF fundraising qualifications.
If you're not sure what type of charity or CIC might be best for you, this guide enables you to do that. Alternatively, this short video (3 mins) explains the most common options and I also have an infographic.
Once you've decided, I have a series of free online DIY registration guides for charities, CICs and HMRC. I also have a guide to CIC and charity conversions and another on governing documents (constitutions, articles), which explains these, helps you to choose and download the right one.
Securing registration can be difficult, so I've a guide to challenging Charity Commission decisions.
I also have guides to setting up an unincorporate association (unregistered charity), opening a free charity bank account, insurance, the various types of charity tax relief, how to claim the different kinds of Gift Aid and free fundraising training courses.
Each guide contains all the links to online portals, documents and guidance you need to do everything yourself, at no cost.
If you need some help, see the next section.
‘Ian very kindly responded with extremely useful information on setting up a charity. Ian’s help and guidance has made me even more enthused and I cannot thank him enough for his time and assistance. His breadth of knowledge is extensive and to share this with others is proof of his generosity’ Emmerson Wood, Founder
My guides enable you to everything yourself, but I can also provide support if you need it.
Full Charity Registration - I complete the full application for you, including drafting responses to the inevitable queries and, if necessary, an appeal (Decision Review).
Registration Support - I can set up your account and provide everything you need to write your application yourself, review an application you've written, draft responses to Commission registration queries or draft a Decision Review application. I charge for my time, not any policies etc provided. It normally takes me 2 hours, but can be quicker for simple pieces of work, or longer for more complex ones.
Other Support - I also register CICs, register charities with HMRC to claim Gift Aid, carry out company conversions to CICs and charities, charity conversions, and draft responses to Charity Commission queries and appeals.
On average 40% of charity registrations are unsuccessful (Charity Commission Annual Report 20/21). I have never failed to register a charity, where I've been provided with the information needed, although I've had to go to Decision Review several times and twice taken the Commission to the 1st Tier Charity Tribunal.
Contact me for advice, without any sales pressure - email@example.com
Plaese note that I'm neither a lawyer, nor an accountant, so not able to offer professional advice in these areas. If you need such advice, you need to seek this from a relevant professional.
"The service you provide is beyond any cost. You are helping people to make their vision a reality". Priyesh Katariya, Founder
I charge for my time, but not for on-call advice, policies or any other resources and do not charge VAT. I offer either a fixed price registration service or an hourly rate of £99 for other work.
Full Charity Registration Service - fee £899, with a £499 non-refundable deposit. You may be able to find someone cheaper, but this service includes drafting responses to the almost inevitable Charity Commission queries and, if necessary, submitting an appeal.
Charitable Company Registration - to register a charitable company with Companies House, as well as the Charity Commission, it's an additional £50, plus the £12 filing fee.
Company Conversion - it depends on what you're doing, but it usually takes 2 hours.
CIC Registration - £159, plus the £27 filing fee. I do everything myself, so it should be cheaper to use an online company; about £100, once they add VAT.
HMRC Charity Registration - £199, or £149 for charity registration clients.
'Thank you Ian: we really couldn't have done it without you!' Phoebe Jervis, Founder, Suicide & Co