The Taxation of Charities - Reliefs & Risk Explored

Introduction

Charities operate within a highly favourable tax regime, but access to those reliefs is increasingly dependent on strict compliance, robust governance and careful risk management. With HMRC scrutiny intensifying and the boundaries of acceptable tax planning narrowing, advisers and trustees alike must understand not only the opportunities available, but also the risks that arise when things go wrong.

This webinar provides a practical and technical overview of the UK tax treatment of charities, focusing on how reliefs work in practice, where HMRC challenges commonly arise and the consequences for charities and those who advise or govern them. It is designed to help professionals identify risk early, manage compliance effectively and support charities in navigating an evolving enforcement landscape.

What You Will Learn

This webinar will cover the following:

• A clear understanding of the legislative and regulatory basis underpinning the UK charity tax regime, including how and when reliefs apply across different taxes
• Practical insight into the operation of Gift Aid, common problem areas identified by HMRC and how errors or misunderstandings can lead to clawbacks, assessments and penalties
• An overview of HMRC’s approach to charity compliance checks and enquiries, including typical triggers for investigation and the potential financial and reputational consequences
• An examination of trustee responsibilities from a tax and governance perspective, including circumstances in which personal liability may arise and how advisers can help mitigate these risks
• Awareness of current and emerging areas of dispute, enforcement and policy focus, helping advisers and charities anticipate future challenges and adapt their practices accordingly

This pre-recorded webinar will be available to view from Wednesday 5th August 2026

Alternatively, you can gain access to this webinar and 2,300+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.