A client of ours is looking to set up a new CIO from scratch, we dont have any experience and one of our team is off on maternity so dont have the time to figure it out. Any recomendations for an accountant to refer this through to with actual, real life experience?
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To set it up, you're better off looking for a solicitor with experience, rather than an accountant.
Pint them at this https://www.gov.uk/topic/running-charity/setting-up
If it's a CIO then applying to the CC is how they become a CIO; you don't do it with CH (unlike guarantee companies)
also if they make the application themselves, then any queries the CC has will go straight back to the founders, rather than routing through you (and you won't have to explain them or sort them out)
Rawlinsons at Peterborough.
Mark Jackson helped with our local friends group.
The whole point of a CIO is that you do not get involved with Companies House bureaucracy or HMRC, only reporting to the Charity Commissioners. You don't even have to do any traditional accounting methods unless fundraising goes above a certain level.