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Independent Examination Services for Charities in Newport and South Wales

At Arthur Gait, we provide professional independent examination services for charities and nonprofit organisations across Newport and South Wales. Our experienced team helps charities meet their reporting obligations while providing trustees, funders and stakeholders with confidence in the accuracy and transparency of financial information.
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chartered accountants

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corridor & South Wales coverage

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If you are unsure which option is appropriate for your organisation, our Statutory Audit Services team can help you understand the reporting requirements that apply to your charity. We work closely with trustees and finance teams to ensure the examination process is efficient, compliant and tailored to the needs of the organisation.

From annual independent examinations to ongoing compliance support, our team provides practical advice to help charities meet their reporting responsibilities with confidence.

What is an Independent Examination?

An independent examination is an external review of a charity’s accounts carried out by a suitably qualified professional. It provides trustees and stakeholders with assurance that financial records have been properly maintained and that the accounts have been prepared in accordance with relevant regulations.

Unlike a statutory audit, an independent examination does not involve extensive audit testing. However, it still plays an important role in supporting transparency, accountability and good financial governance.

Many charities choose independent examination services because they provide an efficient and proportionate approach to meeting regulatory obligations.

Who Needs an Independent Examination?

Many charities are required to have their accounts independently examined if they fall below the statutory audit threshold but exceed the minimum reporting requirements set by the Charity Commission.

  • Registered charities
  • Community organisations
  • Religious organisations
  • Educational charities
  • Grant-funded charities
  • Trusts and foundations
  • Nonprofit organisations
  • Social enterprises

We can help determine whether your charity requires an independent examination or a Statutory Audit, based on its size, income and regulatory obligations.

Our Independent Examination Services

We provide a comprehensive independent examination service designed to help charities maintain compliance and strengthen financial governance.

Charity Accounts Review

We review accounting records and financial statements to ensure they have been prepared accurately and in accordance with applicable reporting requirements.

Compliance & Regulatory Checks

Our team assesses whether the charity has met its financial reporting obligations and maintained appropriate records throughout the financial year.

Trustee Support and Guidance

As experienced Accountants in Newport, we support charities throughout South Wales with independent examination, accounting and financial reporting services.

Financial Controls Review

Strong internal controls help protect charitable funds and support effective financial management. We review financial procedures and identify opportunities to improve governance and accountability.

Charity Reporting Assistance

Where required, we support charities with the preparation and presentation of financial statements and supporting documentation.

Ongoing Charity Compliance Support

Beyond the annual examination, we provide ongoing accounting, compliance and advisory support to help charities maintain good financial management throughout the year.

Supporting Charities Across South Wales

Our independent examination services are suitable for charities of all sizes and sectors.

We regularly support:

  • Community charities
  • Religious organisations
  • Educational charities
  • Youth organisations
  • Arts and cultural charities
  • Health and wellbeing charities
  • Grant-funded organisations
  • Trusts and foundations

As experienced Accountants in Newport, we support charities throughout South Wales with independent examination, accounting and financial reporting services.

Why Charities Choose Arthur Gait

Charities throughout Newport and South Wales choose Arthur Gait because of our specialist sector knowledge and collaborative approach.

Clients benefit from:

  • Experienced charity specialists
  • Independent examination expertise
  • Clear and practical advice
  • Strong understanding of charity regulations
  • Efficient review processes
  • Trustee-focused support
  • Transparent communication
  • Long-term professional relationships
We focus on helping charities maintain compliance while supporting effective governance and financial transparency.

The Benefits of an Independent Examination

An independent examination offers charities a practical way to meet regulatory requirements while maintaining confidence in their financial reporting.

Benefits include:

  • Improved financial transparency
  • Enhanced trustee confidence
  • Compliance with Charity
  • Commission requirements
  • Independent professional review
  • Strengthened governance arrangements
  • Increased stakeholder trust
  • Cost-effective assurance process
  • Better financial oversight



Organisations that continue to grow may later require a Statutory Audit, and our team can provide ongoing support as reporting requirements change. For many charities, an independent examination provides the appropriate level of assurance without the additional requirements of a statutory audit.

Rooted in Newport

We know South Wales business because we're part of it.

We’ve been a Newport firm since 1927 — through the docks, the steel, and the modern service economy that followed. We understand the local market because we’ve never left it, and we work with businesses right across the region.

NewportCardiffCwmbranCaerphillyChepstowPontypoolM4 corridorSouth Wales-wide
Established

1927

Accreditation
ICAEW
Based in
Newport
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Quick answers

Frequently asked questions

Still have a question? Give us a call on 01633 000 000

An independent examination is generally less extensive than a statutory audit. It involves reviewing accounts and records for compliance and consistency, whereas an audit includes more detailed testing and verification procedures.
This depends on the charity's income, assets and reporting obligations. We can advise on the most appropriate requirement for your organisation.
An independent examination must be conducted by a suitably qualified and independent individual with the appropriate knowledge and experience.
The timeframe depends on the size and complexity of the charity, but most examinations can be completed efficiently when records are well maintained.
Yes. We provide support with charity accounts preparation, compliance requirements and ongoing financial reporting.

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Speak to an Independent Examination Specialist Today

At Arthur Gait, we provide professional independent examination services designed to help charities maintain compliance, strengthen governance and improve financial transparency.

Contact our team today to discuss your charity’s requirements with one of our Accountants in Newport and arrange a consultation with an experienced independent examination specialist.

Book your free consultation
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