Charities and trusts have unique requirements. The management of their investments is one thing, the administration and reporting is quite another, and both need to be done to the highest standards. This means understanding the goals of the trustees, together with any restrictions or constraints.
Clarity of communication is central. Not only between you and us, but in enabling you to communicate effectively with beneficiaries and other key stakeholders. Managing your interaction with HM Revenue & Customs in a professional and timely manner is essential to avoid creating unnecessary problems.