Check out the latest events being organised by charity advisers. To access past events and webinars, please click here.
Events Calendar
Cyber Risk Simplified for Charities
29.01.2026 14:00 - 15:00Microsoft Teams Webinar
Cyberattacks now cost UK charities millions each year, and with high-profile attacks on retailers making headl...
VAT recovery and charity reliefs
30.01.2026 09:30 - 10:30On line
In this session we will discuss the VAT recovery rules for taxable, exempt and non-business activities, how th...
CCLA Quarterly Investor Briefing - webinar
03.02.2026 11:00 - 11:45Zoom
CCLA invites you to a webinar covering highlights of economic and investment market developments, CCLA multi-a...
Sustainable Multi-Asset Fund Update
05.02.2026 12:00 - 13:00Online
Tom Montagu-Pollock, Emilie Shaw and Matt Best will provide a half yearly update for the Sustainable Multi-Ass...
Navigating the new Charity SORP
06.02.2026 13:00 - 14:00On line
Understand the biggest SORP changes in years and get practical guidance to prepare your charity for compliance...
Mastering Subject Access Requests
10.02.2026 10:00 - 13:00Online
Interactive training for the education and charity sectors Managing subject access requests (SARs) can be one...
W1M Charities Trustee Training: Income vs. Total Return
18.02.2026 12:00 - 14:0016 Babmaes Street, London, SW1Y 6AH
We are pleased to invite you to an upcoming trustee training session focused on Income vs...
SORP 2026 for Trustees
20.02.2026 09:30 - 10:30On line
The newest iteration of the Statement of Recommended Practice (SORP) for charities is in full effect. For trus...
Investment Policy Statement Guide - Launch
23.02.2026 09:30 - 12:00London
We're excited to be launching our refreshed Investment Policy guide in early 2026. Join Tom Montagu-Pollock, K...
Roundtable discussion: Mission-aligned investment strategies for charities
03.03.2026 12:00 - 14:0030 Gresham Street, London, EC2V 7QN
With growing scrutiny from donors, staff, beneficiaries and regulators, many charitable organisations are reco...
Investment Policy Statement Guide Best Practice
03.03.2026 14:00 - 15:00Online
We're excited to be launching our refreshed Investment Policy guide in early 2026. Join Tom Montagu-Pollock, K...
Trustee roundtable: Investing under a Trump presidency & navigating SORP changes (In-person)
04.03.2026 12:30 - 14:00Quilter Cheviot, 9th Floor, Montgomery House, 29-33 Montgomery Street, Belfast, BT1 4NX
Join us for a roundtable hosted by Quilter Cheviot and Finegan Gibson, where we will explore two key themes c...
Spring Investment Seminars 2026 - Unlocking Growth: regime change and the path to future returns - Afternoon Session
11.03.2026 14:00 - 18:00The Royal Society of Medicine, 1 Wimpole St, London W1G 0AE
Our annual Spring Investment Seminars will be taking place on Wednesday 11 and Tuesday 17 March 2026 at the Ro...
Live webinar - AI for charities
12.03.2026 12:00 - 13:00Online
Rathbones Charity Expert Series webinar.AI for charities: Practical applications, risks and opportunities.Arti...
Investment Policy Statement Guide Best Practice
12.03.2026 16:00 - 17:00Online
We're excited to be launching our refreshed Investment Policy guide in early 2026. Join Tom Montagu-Pollock, K...
Spring Investment Seminars 2026 - Unlocking Growth: regime change and the path to future returns - Morning Session
17.03.2026 10:00 - 14:00Royal Society of Medicine 1 Wimpole Street London W1G 0AE
Our annual Spring Investment Seminars will be taking place on Wednesday 11 and Tuesday 17 March 2026 at the Ro...
Effective governance
19.03.2026 09:30 - 10:30On line
Effective governance is the cornerstone of a successful and impactful charity. Join us as our Partner Judith M...
Charity Multi-Asset Fund Update
21.05.2026 12:00 - 13:00London and Online
Tom Montagu-Pollock, Adam Spring and Maisie Hobbs will provide a half yearly update for the Charity Multi-Asse...
Charity Trustee Investment Training - Part One
10.06.2026 10:00 - 13:00Online
Our annual charity investment trustee training programme will give trustees the confidence to invest their cha...
Sustainable Multi-Asset Fund Update
15.07.2026 12:00 - 13:00London and Online
Tom Montagu-Pollock, Emilie Shaw and Matt Best will provide a half yearly update for the Sustainable Multi-Ass...
Charity Trustee Investment Training - Part Two
08.09.2026 10:00 - 13:00Online
Our annual charity investment trustee training programme will give trustees the confidence to invest their cha...
Charity Multi-Asset Fund Update
03.11.2026 12:00 - 13:00Online
Tom Montagu-Pollock, Adam Spring and Maisie Hobbs will provide a half yearly update for the Charity Multi-Asse...
Annual Charity Investment Forum
12.11.2026 11:00 - 19:00London and Online
We are delighted to be hosting our hybrid 2026 Charity Investment Forum on Thursday 12th November