The Kubernesis Partnership offers a single source of assistance to charities and those advising charities. We work across the areas of charity accounting, legal and constitutional matters, and charity tax (including tax-effective giving).
From the start of the Coronavirus crisis we have continued supporting charities on a huge range of governance and accounting issues. We are setting up new charities, working on charity accounts and much more. We can be contacted as normal by phone, email or post (see bottom of this page). For recent Bulletins during the crisis see the Resources page.
With over 30 years experience in the charity sector, we have worked with hundreds of charitable organisations. Based in East Lothian, Scotland, we work with charities across the UK, especially those in North East England and Southern Scotland. Our services include:
- Consultancy on a wide range of charity technical issues
- Charity formations – with particular expertise on Charitable Incorporated Organisations (CIOs and SCIOs)
- Charity restructures and mergers – for example, converting an existing charity to a CIO or SCIO or combining charities
- Independent examination of charity accounts
- Kubernesis Charity Advice Service – advice for a fixed annual subscription for charity advisers and for individual charities
- Specialist seminars on charity accounting, charity formations, tax and regulation
We are specialists in a wide range of accounting issues and legislation affecting charities, including: the Charities Act 2011, the Charities Act 2006, the Charities and Trustee Investment (Scotland) Act 2005, the Charities Act (Northern Ireland) 2008, Charitable Incorporated Organisations (CIO and SCIO structures), the Charities SORP (Statement of Recommended Practice on Accounting and Reporting by Charities), Gift-Aid schemes, Charity VAT rules, Charity Governance, Constitutions for charities, the requirements of the Charity Commission and OSCR (Office of the Scottish Charity Regulator) and CCNI (Charity Commission for Northern Ireland) – and much more.
Kubernesis is a Greek word meaning one who steers a ship on the right course. It is also the root of the modern word “governance”. Great skill and experience is required to navigate a ship through stormy waters. Our mission is to help steer your charity through the complex waters of financial management, fundraising and charity law.
The Kubernesis Partnership LLP – registered in Scotland number SO306613, registered office as below.