Checklist for setting up and registering a charity
Estimated time to complete this document
This document is right for your organisation if:
- You are considering setting up a charity registered in England and Wales; and
- You want to know about the steps involved in setting up and registering a charity with the Charity Commission and HMRC.
This document is not right for your organisation if:
- It is going to operate as a non-charitable social enterprise or profit making organisation; or
- You wish to set up solely in Scotland or Northern Ireland where the rules for charities are slightly different. See the websites of the Office of the Scottish Charity Regulator (www.oscr.org.uk) and the Charity Commission for Northern Ireland (www.charitycommissionni.org.uk) for further information.
Please Note: You may also find other resources on the BWB Get Legal site useful such as the BWB Get Legal guide to the pros and cons of charitable status and BWB Get Legal guide to legal forms for charities. You can use BWB Get Legal to draft your own articles of association if you select a company limited by guarantee. If you would like specific advice on your plans, or help with establishing and registering your charity, please contact us at firstname.lastname@example.org or on 020 7551 7777 and a member of our legal team will be able to let you have an estimate for providing bespoke advice.
What do I need before I start?
You won't need any information beyond the proposed name of your organisation to complete this form.
Q: What is the process?
A: Once you have logged in and paid for the form you will be asked one question. The document will then be emailed to you.
Q: What if I don’t have time to complete the form?
A: If you don’t have all the information you need or if you get interrupted you can save the information you have inputted and return to the document later.
Q: What if I want more information about registering as a charity?
A: You may find the BWB Get Legal pros and cons of charitable status useful. If you would like more specific advice on charity registration or any other legal issue, please contact BWB at email@example.com or on 020 7551 7777 and a member of our legal team will be able to give an estimate for providing bespoke advice.