Live online course

Charity accounting: legislation and trustees' report

Timings: 09.30-13.00 (UK time)

AAT Masterclass

Navigate charity finance: understand legislation and improve reporting.

Competitive discounts

AAT members are entitled to exclusive discounts on AAT online masterclasses:

From £81 to £90 (Non-members £126)

You will be redirected to an external site for booking.

Course Type

Live online course


03 Sep 2024, 09.30


3 - 5 hours

What you’ll achieve

Attendees will leave the course with a comprehensive understanding of:

  • the legislative demands and types of external audits applicable to charities of varying sizes
  • the requirements and strategic approaches to crafting a SORP-compliant Trustees’ Report
  • how to effectively navigate and address common reporting challenges.

About this course

Join us for the first in a two-part series of introductory courses tailored to demystify the essentials of accounting and financial reporting for UK charities.

This course provides delegates with the tools to navigate the often complex legislative requirements for charity financial reporting.

Gain a robust understanding of the legislative framework governing financial reports in the non-profit sector and learn how to prepare comprehensive Trustees’ Reports in compliance with the Charity Statement of Recommended Practice (SORP).

The Trustees’ Report is crucial as it narrates the charity’s performance over the year and adds significant value for stakeholders. This session will provide detailed guidance on how charities of varying sizes and structures can effectively utilize the Trustees’ Report to enhance transparency and stakeholder engagement. By participating, attendees will tackle common challenges and acquire actionable insights to elevate their charity's financial reporting practices.

Find out more about part two here: Charities accounting: fund accounting, statement of financial activities and balance sheet

Who it's for

This course is ideal for:

  • individuals involved in the finance functions of charities, whether as paid staff or volunteers
  • advisers and consultants serving charity clients
  • newcomers to the charity sector seeking foundational knowledge
  • seasoned professionals in need of a refresher on the latest practices and regulations.

Meet the Speaker(s)

James Charlton

James Charlton

James Charlton

James is an experienced trainer, file reviewer and consultant.   He has delivered courses on behalf of various professional accountancy bodies in the UK, as well as providing in-house training for accounting and audit firms.   His specialisms are financial reporting (both UK GAAP and IFRS), audit and he has a particular interest in the charity sector.   In addition to training, James undertakes both cold and hot file reviews for audit practices, ranging from single partner to UK Top 50 firms.

James previously worked as an Audit Technical Manager at a UK top 10 firm, providing financial reporting and audit technical advice to the audit and accountancy departments, writing and reviewing technical materials for the practice, and performing engagement quality control reviews on audit files. 

Read more


Live online course

3 - 5 hours

Charity Accounting


Session 1: understanding the legislative framework

Dive into the legislative underpinnings of charity financial reporting. Learn about different types of charities, the relevance of size thresholds, and the levels of external scrutiny required.

Session 2: Trustees’ Report under the Charity SORP

Get a clear outline of the requirements set by the Charity SORP for the Trustees’ Report. We’ll also discuss typical challenging areas such as reserves policies and the nuances of fundraising reporting.

How to access

Purchase securely online, and we’ll send you further instructions and your receipt explaining how to access the training ready for the live training.

Meet the sponsor: Xero

Xero makes invoicing and accounting quick and easy. Join this digital showcase to find out how Xero software can help provide a digital solution to your accounting needs.

Xero is a cloud-based accounting software platform for small businesses has 3.5 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data anytime, anywhere and on any device.

Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners.  In 2020 Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment.

Join over 200,000 accountants and bookkeepers using Xero in their practice

Charity accounting: legislation and trustees' report
Live online course

Charity accounting: legislation and trustees' report

3 - 5 hours

£90.00 Book Online