Finance & business management

Involved in running a voluntary organisation? Find detailed information on a range of finance and business topics, including financial responsibilities for charities and how to get the most out of your business planning.

Bank accounts

Have a look at our bank account comparison table and find advice on key things to consider when choosing a bank account.

Water and sewerage exemption scheme

Find out about this scheme which is available to registered charities and community amateur sports clubs (CASCs).

Accounts and reporting

Discover the best approach to financial record keeping and reporting. Find out when an auditor is required and much more.

Tax and VAT

Information on VAT, Corporation Tax, Capital Gains Tax, Council Tax, business rates and more. We’ve also got pointers to other relevant sources of information.

Business planning

Make business planning a core activity for your management committee or trustees and your organisation will feel the benefit of clear planning and goal setting.

Organisational development

Organisational development is the name given to work that helps charities grow and change, such as quality or performance improvement.


It should be straightforward for charities and voluntary organisations to buy or rent property, for their own use or as an investment, as well as to sell or lease.


Your organisation can buy insurance to protect its money, people, property and reputation. Insurance is required by law if your organisation employs staff or operates vehicles on public roads.


Trading is an important source of funding for the voluntary sector, but it can expose your organisation to risk. So before you decide to trade, you need to carefully consider a number of questions and take advice.

Page last modified on 27th January 2020