Bill advises on all aspects of taxation affecting charities (VAT, PAYE, corporation tax) with a 33 year career that has encompassed HMRC, big 4 accountants, industry, and for the last 20 years has specialised in charities. As a result he can provide advice in the round covering all aspects of a transaction or an issue. Typical work undertaken includes reviewing the VAT structure of charities, advice on VAT & property construction and property leases, advice concerning PAYE taxes, PAYE investigations, expenses policies, and employed/self-employed status issues, gift aid reviews and gift aid audits, corporation tax and charities - making use of tax exemptions, use of trading subsidiaries, and general VAT and income tax issues affecting businesses, charities, and individuals.

Examples of recent work

  • Resolving HMRC gift aid audit for a major visitor attraction charity
  • VAT advice concerning various funding agreements from government and local government organisations
  • Writing a staff expenses policy for a medical research charity
  • Dealing with HMRC VAT enquiries concerning a telecoms company and a charity working in the telecoms field
  • Tax advice to various UK resident foreign nationals
  • Advice to various academies on VAT
  • Assisting numerous charities and schools on maximising VAT reliefs on construction projects
  • Advising a nationwide education charity on the tax and VAT effects of its restructure and changes of premises

Qualifications and career

  • Over 30 years’ experience working in tax
  • Lancaster University, BA (Hons) English
  • H M Revenue & Customs, 1985-1988
  • PriceWaterHouseCoopers (PwC), qualified ATT, 1988
  • Part-time at commercial organisations, then Scope, then The Charities Aid Foundation, and now RNIB since 1998
  • Part-time at Bates Wells Braithwaite since 2002

Pro bono, memberships and appointments

  • Vice Chairman Hemingfords' Regatta Committee
  • Auditor of Hemingford Grey Parish Council
  • Tax advisor to Prostate Cancer UK