At The Tax Lead, we help not-for-profit groups and charitable housing organisations stay compliant and tax-efficient without compromising their mission. Whether you’re managing multiple entities, handling mixed activities, or navigating Gift Aid between companies, we provide advice that blends deep technical expertise with practical, real-world insight.
Group Structure & SPV Strategy
Charities operating with trading subsidiaries or SPVs need a structure that supports both purpose and performance. We help design frameworks that protect charitable status, reduce risk, and ensure the efficient flow of funds.
Gift Aid Planning Between SPVs
Gift Aid is a powerful tool, but using it between SPVs or group companies can create compliance risk. We ensure donations are structured to meet HMRC expectations while optimising the tax benefit.
HMRC Clearance for Loans & Investments
Charitable groups often provide funding to or from trading arms. Done wrong, this can put tax status or exemptions at risk. We handle HMRC clearance applications to validate your transactions upfront.
VAT Treatment of Mixed Activity
If your organisation has both charitable and commercial income streams, VAT becomes complicated fast. We help you apply the right treatment, recover what you can, and avoid common missteps.
Charitable vs Taxable Income Analysis
Not all income is equal in the eyes of HMRC. We work with finance teams to map and categorise income streams, helping you stay compliant and keep charitable status secure.
WHY PROPERTY BUSINESSES TRUST THE TAX LEAD
Property businesses trust The Tax Lead for expert tax solutions, ensuring maximum savings, compliance, and tailored financial strategies.
- We speak your language and understand your obligations
- Trusted by charitable groups, housing providers, and social landlords
- Expertise in charity tax law, VAT complexities, and HMRC clearances
- Strategic thinking that aligns structure with purpose
- Human support that sees the big picture, not just line items
- Alignment between charity governance and financial planning
Frequently Asked Questions
Yes. Trading income is taxed differently, and VAT plays a much bigger role. We tailor advice based on your business model.
Often, yes. But recovery depends on use, type of tenant, and business structure. We make sure you apply the rules correctly.
It depends on your scale, funding, and risk profile. We help assess whether group structures or SPVs work best for your goals.
Detailed transaction logs, invoices, and VAT treatment notes are key. We help set up proper systems so you’re always ready.
Yes, most hotels and accommodation businesses exceed the VAT threshold quickly. We ensure you register, reclaim, and report properly.
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