Knowledge Hub

  • Policy

    The Spring Statement 2025

    Topics: Tax and VAT / Pensions / Economy and policy
    Written by: CFG
    On: 26.03.2025

    CFG's policy team - Richard Sagar and Ida Karlsson - take a look at today's Spring Statement to dissect what the announcements and OBR forecasts mean for the charity sector.

    Time to read: 8 minutes
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  • Research

    "A perfect storm”: Charity leaders’ facing difficult decisions ahead of next month's NI rise

    Topics: Tax and VAT / Economy and policy / Charity finance policy
    Written by: CFG
    On: 20.03.2025

    A survey of 45 charity leaders reveals significant concerns remain over the impact of the rise in employer national insurance contributions, with many charities already cutting services and staff.

    Time to read: 9 minutes
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  • Policy

    Ida's intel: charity policy updates from Parliament and beyond (12 March 2025)

    Topics: Tax and VAT / Risk / People and culture / Leadership and career development / Governance, legal and compliance / Funding / Economy and policy
    Written by: Ida Karlsson
    On: 11.03.2025

    In the second of her regular policy reports, Ida Karlsson, CFG's Policy Officer, wraps up what's been going on in Parliament and further afield, covering the aid budget cut, new OSCR guidance and dormant assets.

    Time to read: 2 minutes
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  • Policy

    Peers vote to exempt small charities from rise in ERNICs

    Topics: Tax and VAT / Governance, legal and compliance / Financial sustainability / Economy and policy
    Written by: Emma Abbott
    On: 26.02.2025

    Charities with revenue under £1m could be exempted from the Government’s rise in national insurance contributions following a lively debate in the House of Lords on 25 February.

    Time to read: 4 minutes
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  • Policy

    CFG briefing: Autumn Budget and Spending Review 2024

    Topics: Tax and VAT / Governance, legal and compliance / Funding / Financial sustainability / Economy and policy / Accounting and reporting
    Written by: CFG
    On: 30.10.2024

    CFG's policy experts, Richard Sagar and Ida Karlsson, dig into all the relevant announcements and changes so you don't have to.

    Time to read: 31 minutes
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  • VAT and the fundraising exemption

    Topics: Tax and VAT / Funding
    Posted by: Carla Horsfall
    On: 22.08.2024

    BHP's Carla Horsfall explains how charities can save money on VAT for fundraising events by understanding the exemption rules. She outlines the key conditions for exemption and provides examples of events that qualify. The key takeaway for charities is to stay informed, plan ahead, and consider if the exemption benefits them before applying.

    Time to read: 3 minutes
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  • HMRC figure shows slight rise in tax relief for charities

    Topics: Tax and VAT / Gift Aid / Accounting and reporting
    Written by: Glyn Sheldon
    On: 13.08.2024

    HMRC figures show that tax relief for charities and their donors increased by 3% to just over £6bn in the last tax year. Read more about the impact of tax relief, and remember Gift Aid Awareness Day is coming up soon on Thursday, 3 October.

    Time to read: 1 minutes
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  • UK's private schools will see removal of VAT exemption from January 2025

    Topics: Tax and VAT / Governance, legal and compliance / Accounting and reporting
    Written by: Richard Sagar
    On: 01.08.2024

    The government has published its proposals to remove VAT exemption, and charitable rate relief, to private schools. CFG's Head of Policy, Richard Sagar, provides an overview.

    Time to read: 2 minutes
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  • Event

    How the RSPCA increased Gift Aid income

    Topics: Tax and VAT / People and culture / Gift Aid / Financial sustainability
    Written by: Dionne Sturdy-Clow
    On: 10.04.2024

    Maximising Gift Aid income is the name of the game... Phoebe Cooper from RSPCA shares how the charity increased opt-in rates and income with behavioural economics and telephones.

    Time to read: 4 minutes
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  • CFG briefing: spring budget analysis 2024

    Topics: Tax and VAT / Pensions / Governance, legal and compliance / Gift Aid / Funding / Economy and policy / Accounting and reporting
    Written by: Richard Sagar
    On: 06.03.2024

    CFG takes a look at the Chancellor's spring budget announcements and analyses what they mean for the charity sector.

    Time to read: 19 minutes
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  • Policy

    CFG Briefing: Autumn Statement 2023

    Topics: Tax and VAT / Pensions / Governance, legal and compliance / Funding / Financial sustainability / Environmental, social, governance (ESG) / Economy and policy / Accounting and reporting
    Written by: Richard Sagar
    On: 22.11.2023

    What does the Chancellor's Autumn Statement mean for you and your organisation? Richard Sagar, Head of Policy, CFG, takes an in-depth look.

    Time to read: 24 minutes
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  • Capital gains tax changes and maximising your charity’s fundraising

    Topics: Tax and VAT / Investment
    Written by: Paul Mathias
    On: 12.10.2023

    Charities can benefit from donations of shares and it can be advantageous to individual donors too. Paul Mathias from RBC Brewin Dolphin explains how recent tax changes can boost charitable giving.

    Time to read: 4 minutes
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