Adam Croney
By Partner Adam Croney

 

 

The Department for Education has set out its vision for creating “families of schools”, which means all local authority maintained schools becoming part of an academy trust. The Government has pointed to a number of benefits, including the cost savings and greater efficiencies schools can achieve when they pool resources for central services, such as estate management functions.

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Matthew Keane
By Manager Matthew Keane

 

Digital fundraising has become the primary fundraising tool for many charities in the last 18 months. Are you making the most of online opportunities and do you know which digital fundraising platforms are best for your charity?

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Robyn Jennings
By Director Robyn Jennings

 

Every charity trustee must fulfil certain duties. As we endeavour to return to some kind of normality, this is the ideal time to reflect on the key duties of every trustee.

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Sustainable investing today is more complex than ever before. Building a diversified sustainable investment portfolio may involve many considerations but it makes sound financial sense.

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Ellie’s Haven is one of our 400 charity clients. Established by husband and wife Nigel and Julie Libby, Ellie’s Haven provides holidays to families caring for children with long term and life limiting medical conditions and disabilities. We are very proud to have worked with them since 2008.

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Cat Williams
By Partner and Head of Charities & Not for Profit Cat Williams

 

In recent months, our Charity and Not for Profit team has advised growing numbers of clients on incorporating a charity. More of our charity clients here in the South West and beyond are looking at changing their structure and becoming a Charitable incorporated organisation (CIO). And many new charities are now choosing to set up as a CIO from the start.

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Adam Croney
By Partner Adam Croney

 

While many large charities are already harnessing the power of digital technology to hone their fundraising activities, smaller charities should not have to miss out on the potential benefits. Cloud-based software could help our not-for-profit clients better target their fundraising efforts while also providing protection against the increasing scrutiny they face.

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Peter Lomax
By Partner Peter Lomax

 

Financial benchmarking can help charities assess how they are performing and identify opportunities to become more efficient or grow.

Everyone knows what a huge impact Covid has had on businesses across the UK.  But the impact on the charities’ finances is less well understood, even by some of those in the sector.  Right across our client base, charities are reporting increased costs and reduced income. We all hope that this will reverse soon, but, in the meantime, this is the ideal time for charities to look at their finances in greater depth.

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Ian Huggett
By Partner Ian Huggett

 

There has been much discussion of businesses’ environmental responsibilities, including net zero carbon, but what about the charity sector?

Over the last few years, the environmental damage caused by humans has become an increasing focus in the media. Our Earth has limited resources, which need to be carefully managed as the human population grows. The COP26 UN climate conference is just one event that helps us focus our minds.

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Ian Pring
By Partner Ian Pring

 

In an unexpected but welcome move, the Autumn Budget announced the extension of the current deadline for the payment of CGT liabilities and submission of the accompanying CGT return from 30 days to 60 days for all property disposals that complete on or after 27 October 2021.

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