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Articles tagged “Legal and Regulatory Updates” Clear filters
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FRS 102 for Charities and Not-for-profits
Our latest FRS 102 guidance provides a comprehensive review of the significant changes to FRS 102. We have highlighted areas which are most likely to impact the charity and not-for-profit sectors from 1 January 2026…
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Four considerations for Scottish charities in 2026
How Scottish charities can navigate OSCR’s new transparency rules, inflation and evolving investment practices.
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Safeguarding governance: do you have the information that you need?
In January 2026, the Charity Commission confirmed that it has issued Official Warnings to The Liverpool Diocesan Board of Finance and The Chelmsford Diocesan Board of Finance, having concluded that failures to handle…
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LGT Charity Team Factsheet - Q4 2025
Facts, figures and performance for LGT Charity Strategies as as 31/12/2025
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Charity Fraud Awareness
You may have seen some of our daily content for the recent Charity Fraud Awareness Week. In case you didn't catch each of those articles, please find our Charity Fraud insights attached consolidated into a single…
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Global Outlook February 2026
In this video, Bill Dinning discusses market conditions for the first few weeks of 2026, highlighting sharp moves in sectors such as cryptocurrencies and precious metals. He highlights the growing political uncertainty…
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A fresh look at charity governance with the updated Charity Governance Code
Looking ahead into 2026, charity leaders may well have resolutions to strengthen the foundations of their charities through improved governance processes and behaviours. A great place to start would be the Charity…
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Guide: SORP 2026 made simple
Charities have to prepare accounts in accordance with the Statement of Recommended Practice (SORP) also known as the Charities SORP. The SORP provides guidance for charities on how to apply FRS102 The Financial Reporting…
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Charities and the Economic Crime and Corporate Transparency Act 2023
The Economic Crime and Corporate Transparency Act 2023 (ECCTA) is a significant piece of legislation targeted at tackling economic crime in the UK. The new failure to prevent fraud offence (section 199) and the senior…
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The Failure to Prevent Fraud offence several months on - key learnings so far for charities
The Failure to Prevent Fraud offence has been in force for several months now (the offence's "go-live" having finally arrived on 1 September 2025). See here for more details about the offence and the defence of having…
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UK Budget: At a glance
After months of speculation, the UK government has finally unveiled its tax and spending plans for the year ahead. As many had expected, UK wealth holders are facing higher taxes – with the country’s tax burden to reach…
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📢 Good news for charities in England and Wales!
The publication of the new SORP marks a significant moment for the charity sector, one that brings the potential to simplify reporting, improve transparency, and strengthen confidence in financial information. At Sayer…
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Charity legacies round-up – legal updates and what’s on the horizon
How can you make use of new powers in the Charities Act 2022 to unlock restrictions? Should you give an indemnity when asked for one? And what’s on the horizon for legacy fundraising? We recently hosted our annual…
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Investment Report No.86
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Conflicts of interest: what are they and how can a charity manage them?
Conflicts of interest are a key priority for the Charity Commission. Conflicts of interest can affect charities of all shapes and sizes. They can make it difficult for a conflicted trustee to act in their charity’s best…
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The Economic Crime and Corporate Transparency Act 2023 – where are we now?
What further changes can be expected following ECCTA 2023 implementation? The Economic Crime and Corporate Transparency Act 2023 (the Act ) received royal assent in October 2023 and promised a raft of new provisions…
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Unlocking opportunity: What the Public Procurement Act 2023 means for charities and social value
Embedding social value at the heart of public service delivery. The Public Procurement Act 2023 – amplifying impact and unlocking funding for VCSEs? The Public Procurement Act 2023 , which came into force on 24 February…
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Update on Martyn’s Law for charities & churches
The Terrorism (Protection of Premises) Act 2025, also known as Martyn’s Law, is a new Protect Duty legislation to strengthen security measures in public places and events. For the not-for-profit sector, this will be most…
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Markets in Focus: Autumn 2025
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Waverton Charity Growth & Income Fund - Q3 webinar
The session was hosted by Ian Enslin, who provided an update on Q3 2025.
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Market Perspectives October 2025
The Outlook for Interest Rates
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CPS and SFO update guidance on corporate prosecutions
Charities could face prosecution under new offences for failure to prevent fraud and for fraud committed by senior managers. The Crown Prosecution Service and Serious Fraud Office have released joint updated guidance…
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Professional Institutes and Membership Bodies Briefing – Spring 2025
We are delighted to share the Spring 2025 edition of our Professional Institutes and Membership Bodies (PIMBs) briefing.
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International and Fundraising Charities Briefing – Spring 2025
Welcome to the latest edition of our International and Fundraising Charities Briefing, where we provide updates and insights on accounting, tax, reporting and governance for international and fundraising charities.
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Staying Compliant: How Outsourced Accounting Services Simplify Regulatory Changes
Keeping up with evolving regulations is a challenge for businesses of all sizes. Frequent changes in tax laws, financial reporting standards, and data protection rules can create compliance headaches. Outsourced…
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Social Purpose eNews
This edition of our Social Purpose eNews covers the following topics: Charity Awards 2025 Charities SORP Charity Commission budget to rise by over 25% Public Trust in Charities 2025 The increased impact of the…
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Global Outlook Video - July 2025
In this video, Bill Dinning, Chief Investment Officer at W1M, discusses the upcoming 9th July deadline for US tariffs proposed by President Trump, suggesting a likely delay but warning of potential inflation and weaker…
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WS Waverton Charity Growth & Income Fund Update for Q2 2025
Join Ian Enslin, for our latest Charity Growth & Income Fund Update for Q2 2025.
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Wrigleys' Employment Brunch Briefing
Wrigleys' Employment Brunch Briefing Topic to be confirmed Tuesday 7th October, 2025 | 10:00 - 11:15 This event will be hosted virtually This event is free to attend
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Civil Society Covenant
The Civil Society Covenant was published on 17 July 2025. The Civil Society Covenant was officially launched by Lisa Nandy MP, Secretary of State for Culture, Media and Sport on 17 July 2025, the result of various…
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Data (Use and Access) Act 2025: an update to data protection law - what charities need to know
In this article we assess the data protection changes contained within the Data (Use and Access) Act 2025 and what these means for charities. The Data (Use and Access) Act 2025 received Royal Assent on 19 June, making…
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Has your charity done all it can to prepare for the mandatory requirements to verify trustee identity?
One significant outcome of the Economic Crime and Corporate Transparency Act 2023 (ECCTA) is the introduction of mandatory ID verification for company directors, persons with significant control (PSCs), and individuals…
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W1M - Global Outlook Video - May 2025
*This video was recorded at 10am BST, Thursday 22 May 2025 In this video, William Dinning, Chief Investment Officer at Waverton, provides an update on the evolving U.S. policy landscape and its implications for global…
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Electing Charity Trustees: A Cautionary Tale
A recent High Court case provides an important reminder to all charities to follow their constitutional rules when holding elections. Charity trustees should ensure their charity’s constitution is up-to-date and reflects…
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Financial sanctions guidance for charities
Receiving overseas donations? Working internationally? OFSI guidance for charities relating to their compliance with financial sanctions regimes. We have recently advised one of our charity clients in relation to the…
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A civil society covenant – here we go again?
Reflections from our recent Charity Leadership Forums. The new Civil Society Covenant in its final form is anticipated any day now. Those who have worked in the third sector for many years may remember the Compact…
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Troy UK Equity Income – Protect & Grow No.13 (1)
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Charity Investment Service Award
JM Finn wins Best Charity Investment Service at 2025 City of London Wealth Management Awards
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May market update - volatility resulting from US tariffs
May market update
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Prospects - The JM Finn Quarterly Periodical - Spring 2025
Download PROSPECTS_SPRING_2025_FINAL.pdf
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WS Waverton Charity Growth & Income Fund Q1 2025 (on demand webinar)
Watch James Pike provide an update for Q1 2025 on the Charity Growth & Income Fund.
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Market Perspectives April 2025
In the latest Market Perspectives, Algernon Percy provides an overview of global bond and equity markets in Q1 2025.
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Troy UK Equity Income – Protect & Grow No.13
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Investment Report No.83
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Legal lowdown: What's in store for charities in 2025?
This was the question that Jo Coleman, charities partner at Womble Bond Dickinson, addressed at our webinar on 14 January. Various legislative and regulatory updates affecting the charity sector in the UK are expected to…
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The Captain Tom Foundation: Lessons for the charity sector
The Charity Commission's recent inquiry report into The Captain Tom Foundation, the findings of which have been widely reported in the news, found repeated instances of misconduct and mismanagement. The Charity…
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Lessons from recent Charity Commission inquiries
Just before Christmas, the Charity Commission published its inquiry into the Quba Trust, through which it found misconduct and mismanagement in the administration of the charity. The Commission proactively carried out a…
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Martyn’s Law – progress through Parliament
The Terrorism (Protection of Premises) Bill, also known as Martyn’s Law, had its second reading in the House of Lords. The Bill follows the Manchester Arena Inquiry and London Bridge Inquest, which called for…
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Top 10 moments for charity law and regulation in 2024
In the spirit of the season and with the New Year in sight, here are our ten key moments in charity law and regulation for 2024: 1. March saw the third tranche of the Charities Act 2022 come into force. Changes were made…
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Update: Key Amendments To The Employment Rights Bill 2024 published
An Amendment Paper to the Employment Rights Bill 2024 was published on 27 November 2024 (“ Paper ”) and introduced several changes, the key ones to note being: 1. Extending the time limit to bring Employment Tribunal…
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United Trust Bank Cyber Security Webinar Recording with Rob Shapland, Ethical Hacker - 12th November 2024
Cyber Security Webinar Recording with Rob Shapland, Ethical Hacker - 12th November 2024
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Autumn Budget 2024: Key Changes for Employers
On the 30th of October 2024, the Labour Government announced its Autumn Budget. The budget included notable changes for employers to consider. Increase to National Minimum Wage Rates In advance of the budget, the…
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Charities Law Brief November 2024
Autumn Budget 2024 - significant increase in charities' staffing costs The new Government's first budget, announced on 31 October 2024, includes measures increasing employer National Insurance Contributions and the…
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Investment Report No. 82
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UK Budget: Key details
The Labour government has unveiled its first Budget since taking office in July. It brings to an end several months of fevered speculation about the future direction of UK taxation and spending. As many commentators had…
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Troy UK Equity Income – Protect & Grow No.12
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Responsible Investment Report No.12
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Troy UK Equity Income – Protect & Grow No.11
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Updated guidance for charities on holding meetings in the Zoom era
On 19 th July 2024, the Charity Commission refreshed its meetings guidance for charities in what it’s called ‘the Zoom era’. The regulator is calling on charities that hold online meetings to review their governing…
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Sustainability Disclosure Requirements (SDR) – What the FCA’s new regulation means in practice
On 28th November 2023, the FCA published its long-awaited Policy Statement on Sustainability Disclosure Requirements (SDR) and Investment Labels (PS23/16). This regulation is centred on the FCA’s regulatory objective of…
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What are the changes to Child Benefit and how will they affect high earners?
Child Benefit has gained some attention recently in the press. The chancellor announced some immediate changes in the Spring Budget as well as a consultation into the controversial way the benefit is calculated…
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Everything you need to know about the Charity Commission
We explore how history of the Charity Commission, the role of the Commission in today’s society, how the Commission registers and regulates the charity sector, and so much more. The Charity Commission has become an…
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Reporting serious incidents to the Charity Commission – is there a legacy context?
The Charity Commission regards Serious Incident Reporting as an important element of its regulatory approach. As a matter of policy, it expects charities to report all 'serious incidents' promptly. Legacy income…
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WS Waverton Charity Growth & Income Fund - Q1 2024 Update (webinar)
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Advocating for mandatory Scope 3 emissions disclosure
Here we discuss why we support mandatory scope 3 disclosure, why it matters and how companies are progressing.
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'How to improve your financial management'
Great news! Our webinar 'How to improve your financial management' is now available to view on-demand. Click on the HERE to watch the session now or bookmark the page for later.
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Happy Easter from Admincontrol!
We hope you had a productive first quarter of the year and are looking forward to the Easter Break. At Admincontrol we are as busy as ever, striving to enhance our products and services to make decision-making even…
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Newsletter March 2024
This month our team have been talking about the tax implications of hybrid working as well as taking a deep dive into attitudes towards audit! And as usual we have the latest happenings in the sector and free events and…
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Charities Act 2022: further changes coming into force on 7 March 2024
When the Charities Act 2022 (the Act) first received Royal Assent back on 24 February 2022, it introduced a number of new laws with the aim of simplifying and modernising the regulation of charities in England and Wales…
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Charities Act 2022 – Latest Developments
The next tranche of charity law reforms under the Charities Act 2022 are due to be implemented in March this year. The reforms were originally due to be implemented in the autumn of 2023 but have been pushed back on two…
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On our radar for 2024
As is traditional at the start of a new year, we’ve given some thought to what lies ahead and the likely impact it may have on charities and social purpose organisations. We canvassed the Sayer Vincent team who dusted…
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Digital Markets, Competition and Consumers Bill: Consumer rights v the Gift Aid regime
What matters As currently drafted, the Digital Markets, Competition and Consumers Bill now passing through the House of Lords could potentially undermine the continuing ability of a significant number of large and small…
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Q&A: Charity & election law for campaign charities
The next UK general election must be no later than January 2025, and might be as soon as spring 2024, depending on how Prime Minister Rishi Sunak feels his “5 goals” are progressing. Charities must get their message…
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HR Lunch Club - 2024 Employment Law and HR Predictions - Tuesday 5 December 12:30pm - 1:30pm
Please join us at our free HR Lunch club. Please click on the link below to register.
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Charities Act 2022: What's Changed?
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Free Guide on HR & Health and Safety complaince checklist
We have put together a guide of some information needed to ensure you stay compliant in your buisnesses. click the link to down load the E-Book, if you would like a PDF comply please email [email protected]. I will then…
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Charity Commission updated guidance
Latest guidance from the Charity Commission on investing charity money
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New Social Media Guidance for Charities
On 18 September 2023, the Charity Commission published its new guidance for charities on using social media . For the first time, this guidance sets out in one place what the Charity Commission expects charities to do in…
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LF WAVERTON CHARITY GROWTH & INCOME FUND
Charity Growth & Income Fund Factsheet, 31 August 2023
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Charities – Top Five Tips For Successful Borrowing
Overview Borrowing money on a secured basis can be a normal part of running a successful charity. However, the legal documentation for these loans can be a bit overwhelming for some charities who do not enter into loans…
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A Lasting Legacy
In this series, we examine the spectrum of mental health issues that impact will-making by those who are vulnerable and consider the extent to which the law in this area has stood the test of time in the face of an…
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Charity Trustee Law Update 2023
In our latest training session, Emma James, Associate from our Charity Team was joined by Alan Baker, Tom Rudkin and Sam TaIbot-Rice from our Data Protection and Reputation Management Teams to discuss recent Charity…
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Charity Commission updates CC14 guidance
The Charity Commission’s refreshed guidance on charities and investments (CC14) brings some much-needed clarity to the role of trustees when making investment decisions. Jeffrey Ball, one of our Charity Investment…
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Updated Charity Investment Guidance for trustees
After a number of years of consultation, a court case and various delays the Charity Commission for England and Wales have today published updated investment guidance. Read our main takeaways here.
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Getting in shape for 2023 - a webinar for charities
The start of a year is a good time to take stock, at a time of real uncertainty for many charities. In this webinar a panel from our charity and social business team will give an update on recent legal and regulatory…
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Charity law bulletin - March 2023
Our charity law bulletin, edited by Chris Rowse and Alison Sadler , provides a round-up of recent developments in charity law.
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Charities Act 2022: what you need to know about the new provisions
The Charities Act 2022 is coming into force in stages. The latest set of provisions came into force on 14 June 2023. The changes are most relevant for charities that wish to dispose of land or spend a permanent…
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Charity law bulletin - July 2023
Our latest charity law bulletin, edited by Chris Rowse and Alison Sadler , provides a round-up of recent developments in charity law. We also examine the recent changes introduced by the Charities Act 2022 and upcoming…
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Charity Perspective Summer 2023
With summer upon us, our thoughts and aspirations have turned to positive developments for charities, third-sector organisations and institutions across the country. Our eight regional hubs have been reporting a…
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Charities legal and regulatory preview
Charity legal and regulatory preview: Skating to where the puck is going to be Before people packed up their buckets and spades and headed to the beaches on 12 July we ran a bite-size lunchtime webinar looking forward to…
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Latitude Charities Flyer
Download Latitude for Charities - May 2024.pdf
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Charities Act 2022 - New provisions June 2023
Following implementation of the first tranche of provisions of the Charities Act 2022 on 31 October 2022, the eagerly awaited second tranche of provisions came into force on 14 June 2023. Charities will welcome in…
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Top ten tips when dealing with property
For charities, owning or occupying property can be a key asset. However, making a bad decision with property, or failing to fully understand your property portfolio, can have a negative impact on your operations and…
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Charities: don’t forget the ‘G’ for ‘Governance’
Good governance counts because without it a charity’s impact can be much diminished, but it is also important not to be overwhelmed by all the detail and to focus on what matters. There is a lot of guidance on governance…
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Charities Law Brief June23
Update on the Implementation of the Charities Act 2022 The Department for Culture, Media and Sport has announced that the second tranche of provisions of the Charities Act 2022 , which were due to be implemented in…
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LF Waverton Charity Growth & Income Fund - Q1 2023 Update (on demand webinar)
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Charity land disposals: new law is coming into force
The Charities Act 2022 is being introduced in phases. From June 2023 trustees will have greater flexibility over how they procure advice to ensure the terms on which they dispose of a charity’s interests in land are the…
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Rising Interest Rates - What happens next?
Download Insight_Interest_Rates.pdf
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How can charities face 2023’s financial hurdles?
How can charities face 2023’s financial hurdles? The job of finance professionals in the charity sector can be a complex one involving accounting for multiple income streams and reporting back to multiple stakeholders…
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Whistleblowing in charities: legislative change may be on the horizon - but get the basics right now
Facilitating whistleblowing and supporting those who do raise concerns is a very important health check for charities, who are judged not just on the basis of what they do, but also how they do it, and who need to remain…
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Market Update March 2023
MARKET UPDATE MARCH 2023 The key headlines from this month’s update • Major economies’ resilience continues – but recession risk remains • Markets steady as monetary tightening slows • Investors reassured by containment…
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Where legal meets moral - considering the status of ex gratia payments
We consider the current charity law position in relation to ex gratia payments and proposed changes under the Charities Act 2022. What is an ex gratia payment? An ex gratia payment occurs where:- Charity trustees believe…
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Why safeguarding could ensure your charity's future
Safeguarding was a relatively unknown topic a few years ago, barely mentioned outside of children’s and elderly charities. Now it is a topic that raises concern and attention within not-for-profit board rooms not only…
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What are the steps for closing down a charity?
When making the decision to close down a charity, trustees should understand the formal process involved, including potential costs, and be aware of any liability risks along the way. The closing down process will vary…
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Social Media: Guidance for Charities
If we needed any demonstration of the difficulties inherent in regulating or managing online content, then we need to look no further than the troubled passage of the Online Safety Bill through Parliament. In its quest…
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Charity law in Scotland – a 2023 update
Charity law in Scotland is due for an update Turning the clock back two decades or so, in the early years of the new Scottish Parliament one of the areas of law to receive comprehensive attention was Scots charity law…
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Tax issues hit cross-border charity legacies post Brexit
While the UK was in the EU, charities enjoyed the same tax concessions as charities in the jurisdiction in which the foreign tax was levied. Post Brexit, the position is now much less clear. Click to read more.
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Charities and Fundraising: An Update
Charity law experts Stone King LLP were delighted to host a webinar on 26 January 2023, bringing together experts from the Fundraising Regulator, Buzzacott and Stone King to review recent fundraising themes and…
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Market Update February 2023
Markets are increasingly anticipating that inflation can be tamed with only a mild slowdown. That may be over-optimistic. Read more THIS MONTHS HIGHLIGHTS As inflation starts to cool, where next for markets? Our Chief…
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LF Waverton Charity Growth & Income Fund - Q4 2022 Update (on demand webinar)
Watch our latest webinar on the LF Waverton Charity Growth & Income Fund.
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Charity Matters January 2023
Welcome to Charity Matters RSM'S UPDATE FOR THE CHARITY SECTOR Some boards (both corporate and charity) are prone to operating in a repetitive fashion - meeting at regular intervals and dealing with similar routine…
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A 2022 Christmas Message
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Flexible working update
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Immigration update changes to a workers start date
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ACAS publishes new guidance on employee suspensions
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Changes to right to work checks post October 2022
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THE CHARITY FRAUD REPORT 2022: IS THE RISK OF FRAUD INCREASING IN THE CHARITY SECTOR?
Today, alongside the Fraud Advisory Panel, we launch the Charity Fraud Report 2022 – the findings from our annual survey into fraud within the charity sector. In this year’s report, we offer a snapshot view of how some…
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Newsletter December 2022
Read our latest newsletter HERE
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Charities Law Brief December 2022
Charities, Trade Marks and the Metaverse Paula Williams discusses what opportunities and potential threats the Metaverse could offer charities ... read more > Charity Commission Probes Charity Accounts and Record in…
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What will happen to charities that had Queen Elizabeth II as their patron
The Queen inherited and took on hundreds of patronages of charitable organisations during her long reign. There is no guarantee that all of these will pass to King Charles III, leaving a large number of charities in…
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Stone King 2022 Advent Series
National law firm Stone King is delighted to offer a 2022 Advent Series of webinars aimed specifically at faith-based charities. Each Wednesday during Advent experts from the leading charity law firm will review some of…
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Autumn Statement 2022 | Our partners respond
Autumn Statement 2022 The Chancellor kept the Conservative Party Manifesto commitment not to increase rates of Income Tax, National Insurance Contributions or VAT but the following changes were announced Headline changes…
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What's driving up insurance costs in 2022?
Organisations will face a higher insurance premium increase this year if they insure buildings or contents. The reason for this is claims inflation, caused by the rise in rebuilding and replacement costs, which have…
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What do charities need to know about conservation covenants?
The Environment Act 2021 set out to provide a governance framework to support the delivery of national environmental targets and received Royal Assent in November 2021. Part of its implementation includes the…
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Newsletter November 2022
t’s time for Trustees Week 2022 and so we caught up with three members of our team to ask them what they get out of being a charity trustee. We also look back at Charity Accountants’ Conference 2022 and have all your…
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Charity Essentials - November 2022
Read Stone King's latest Charity Essentials Newsletter HERE . Stone King is a leading law firm in the Charity sector. Our work with charities is at the heart of our practice and we’re proud to be national leaders in the…
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Monthly Factsheets
Please click Read More button below for a link to the factsheets on our website.
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Charities Act 2022 – the first set of changes comes into force
The first of three tranches of refinements to the Charities Act 2011 has come into force today, 31 October 2022. All the changes – with the rest hopefully to come into force in Spring and then in Autumn 2023 – are…
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Our Market Perspectives - October 2022
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LF Waverton Charity Growth & Income Fund - Q3 2022 Update (on demand webinar)
Q3 2022 Waverton Charity Growth and Income Fund Update - Waverton
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The Charities Act 2022 Explained
You can view our recent event HERE
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Charity Collaboration: some legal issues
The passing of Her Late Majesty marks the end of an era, the sudden absence of a reassuring figure who has been with most of us for all of our lives, but it is only the latest in a series of seismic events to remind us…
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Shoospeak HR Podcast: Episode 7, The future of video hearings
Our Shoospeak HR podcast talks you through what to expect from a video hearing, as well as our thoughts on whether or not video hearings are here to stay. Shoosmiths colleagues Andy Graham and Amy Anderson discuss their…
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Shoospeak HR Podcast: Episode 4, The new immigration rules - are you prepared?
Our Shoospeak HR podcast welcomes special guest Rachel Harvey who explains what you can be doing now to prepare for the changes to the Immigration Rules from 1 January 2021. Shoosmiths colleagues Andy Graham, Amy…
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Majestic charity
The word 'charity' derives from the Latin word 'caritas' which originally meant 'Christian love of your fellow human being', but our two Elizabethan eras have provided the legal definition of charity in the United…
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The Case of the Benin Bronzes: charities and ex gratia applications
On 14 July the Horniman Museum and Gardens, a registered charity, was announced as Art Fund Museum of the Year 2022, with the chair of judges commending the museum for having “blossomed into a truly holistic museum…
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Pensions dashboards – are they on your agenda?
Pensions dashboards have been a long time in the making, but we can be certain now that they are coming, and soon. Trustees of schemes with more than 100 members (excluding pensioner members) will need to ensure that…
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Charities dealing with the new normal
William Hague has written in The Times to argue that once in a lifetime events are the new normal and that it’s comforting but wrong to treat pandemics, soaring energy prices and droughts as rare and so we must plan…
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CHARITY TRUSTEES’ POWERS OF INVESTMENT: DOES THE BUTLER-SLOSS DECISION CHANGE THE LAW?
Does the recent High Court decision in Butler-Sloss and Others -v- The Charity Commission and the Attorney General change the law on how charity trustees should approach investing their funds? The short answer is “ no ”…
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Sustainable Investment Report - Q2 2022
Read about our latest engagement and voting activity, updates to our proprietary sustainability tool - SustainEx - on how we apply ESG considerations to sovereigns, and more.
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LF Waverton Charity Growth & Income Fund - Q2 2022 Update (On-demand webinar)
Watch our latest update with Ian Enslin and Isobel Fraser.
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Trade Marks and Brand Protection for Charities: A Guide
This guide covers key aspects of Trade Marks and Brand Protection, such as what a trade mark is, why you need one, applying to register a trade mark and enforcing trade mark rights. Download from our website HERE
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Sayer Vincent July Newsletter
The latest Newsletter is HERE
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Q2 2022 Review - a look back at the events that have shaped the markets over the last 3 months
2022 has so far proven to be a particularly challenging year for investors, and the impact is being felt in charitable long term reserves. There is considerable uncertainty in the interest rate trajectory, but the…
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Giving your property to charity on your death – what you need to know
Are you considering leaving a property to a charity in your will either as a specific gift or as part of the residue of your estate? Are you the executor of an estate that has left property to charity? Are you a charity…
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Charity Matters June 22
RSM's latest charity matter can be viewed HERE
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The Private Parking Code of Practice
The new Private Parking Code of Practice will be of interest to any landowning charities that own property with a car park, particularly if they use a parking operator to manage the car park. Stone King’s Chris Sharpe…
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Commercial Rent (Coronavirus) Act 2022: restrictions that charities should be aware of
Due to the coronavirus pandemic, in 2020 the Government passed legislation to protect commercial tenants from eviction in the event that they were unable to pay their rent. This legislation also prevented landlords from…
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Harassment update
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Successful claim for whistleblowing doctor
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Sayer Vincent June Newsletter
Please find our latest newsletter HERE
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Employment Newsletter April 2022
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LF Waverton Charity Growth & Income Fund Q1 2022 Update - (On-demand webinar)
Watch our latest webinar on the Waverton Charity Growth & Income Fund via the link below.
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Changes in Right to Work Checks
Brexit and the pandemic have had an impact on Right to Work checks over the past few years, and there have been recent changes. In this webinar, Julie Moktadir, Partner and Head of Immigration at national law firm Stone…
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Charity Commission ends flexibility around meetings
The Charity Commission is ending its more flexible approach to holding virtual meetings from 21 April 2022. The flexibility has allowed charities to hold electronic and hybrid meetings during the pandemic even if this…
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Whistleblowing - a practical guide at a time of increasing disclosures
Any incident of whistleblowing can have a significant reputational impact on a charity, whatever the outcome of investigations, and it is important for charities to take any disclosure seriously. Harriet Broughton…
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The Charities Act 2022
The Charities Act 2022 received Royal Assent on 24 February 2022. The Act implements the majority of recommendations made by the Law Commission in its 2017 report ‘Technical issues in charity law’ and aims to reduce the…
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Top Tips for Protecting Your Charity's Reputation During A Crisis
A charity's reputation is one of its key assets and something that trustees must protect. Recent years have seen significant scrutiny of charities such as in the Independent Inquiry into Child Sexual Abuse and the…
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COVID-19 Update for Employers in England and Wales
In the below article, we set out changes for working from home for England and Wales. England As of 19 January 2022, there is no longer a requirement for employees to work from home and the guidance has changed to…
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Employment Law Newsletter December 2021
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Investment Outlook December 2021: a global market roundup
The global economy has seen a significant recovery in 2021, which has brought inflationary pressures. Central banks are under pressure to respond and many have started to tighten monetary policy. Interest rates are…
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Mayfair Capital Charity Property Investment Seminar - 30th September 2021
Mayfair Capital was delighted to host its annual seminar on Thursday 30th September from 2.15pm, live at The King's Fund and also via livestream. The event focused on charity investments, in particular the property…
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Charity Matters Update
RSM's latest charity matter can be viewed HERE
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Charities Alert Winter 2021
Our newsletter provides an update on the latest charity news and key announcements that you may need to act on. The key areas covered in this issue are Governance , Compliance , Financial Reporting and Taxation Click…
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Bates Wells Briefing for Charities & Social Enterprises | 14 December
Our weekly round up of news and updates from across the sector can be found here
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Rathbones' Paying for care in later life
What changes to state funding of care mean for you Many people who have worked hard all their lives and paid National Insurance Contributions feel resentment that the state has been unwilling to pick up the tab for…
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Current List of Counterparties
Attached is a current list of the counterparties we assess. However, we are happy to add to this list upon request. Download Available Assessments as at November 2021.pdf
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Employment Law Newsletter - October 2021
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COP 26 - Concrete changes
Climate considerations at the start of COP26
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Your Treasurer Due-Diligence Service Overview
Download Your Treasurer Due-Diligence Service Overview - September 21.pdf
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Investment Update August 2021
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Charity Trustee Training Webinar - 10 June 2021
The Charity Commission have launched a consultation on their Responsible Investment guidance to charities with the stated aim of exploring how to reduce the barriers that prevent charities from investing responsibly…
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Charity Trustee Training Webinar - 27 June 2020
The topics covered included: Bullying allegations and how to investigate them – Meriel Schindler and Hugh Moore (Withers LLP) What happens next in the post Covid environment – Adrian Wild (S&W)
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Charity webinar - Is the past a guide to the future?
As part of our educational programme for charities, we are delighted to be hosting a live webinar and question and answer session with Sir Stuart Etherington, former Chief Executive of The National Council for Voluntary…
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Next Gen Now Webinar Series: De-mystifying charity accounts
Join us on Thursday 22 April from 11:30-12:15, for our next Next Gen Now virtual event, where our Charities Team will be joined by Euan Morrison, Head of Charities at Chiene + Tait. Do you know your designated fund from…
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RSM and Withers Webinars: managing your business post pandemic
Join our webinars on 15 October and 22 October to look at the state of the Not for Profit (NFP) sector. In our presentations we will consider the importance of good governance, the evolving role of trustees and directors…
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Trustee Training Webinar, 4 February
Current restrictions mean that we are unable to meet in person but, instead, we are continuing to offer you an online version of our popular Trustee Training Workshop. The next session will run on 4 February 2021 . The…
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Trustees 2021 Webinar - Planning the year - 23 February 2021
Smith & Williamson business advisers and Lester Aldridge solicitors invite you to join our Zoom webinar. Following a very challenging 2020, we all welcome the New Year, whatever it may bring. Undoubtedly, there will be…
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Changes to auditing standards – the impact on your charity
We have all seen the headlines about large corporate collapses and questions about the role of the auditor, so it comes as no surprise that auditing standards have been enhanced. However, it is an unfortunate fact that…
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When amber is green and not red.
Helping charities understand the difference between guidance and the law. (Click below for more. 2 minute read)
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Sayer Vincent Newsletter
We’ve a bit to catch up on – so we have a bumper edition of the SV newsletter including court decisions on Kids Company and sleep-ins, Charity Commission updates and the latest tax news. We also have an important…
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Bates Wells Briefing for Charities & Social Enterprises
Our weekly round up of news and updates from across the sector here
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Charities update
Welcome to this month's edition of the Withers Charities team e-alert. A little encouragement is something we could all use after the long winter of lockdown. Some is to be found, perhaps, in the oncoming spring…
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Christian Ethics in Practice July 2020
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Christian Ethics in Practice January 2021
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Property Market and PITCH Fund Webinar
Here is the link to the webinar
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Investec Webinar: Monthly Economic Q&A - Spring Budget Preview
Our next webinar will take place at 10:00 on Wednesday 24 February and will be an hour-long discussion about what we can expect when UK Chancellor of the Exchequer Rishi Sunak announces this year's Spring Budget on 3…
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Investec Weekly Digest: Mutations, mutations, mutations
Virus mutations are a fact of life and while we do not know when mutations will occur, we do know that they will. Investec's equity analyst Dr. Jimmy Muchechetere explains exactly why and how mutations happen, and what…
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Academies Annual Update | Managing and maintaining regulatory compliance and governance procedures
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Managing charity property in uncertain times
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Adapting financial governance in light of COVID-19
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Webinar - Trustee Training: Regulatory and governance update - part two
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Webinar - Trustee Training: Regulatory and governance update - part one
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Recent case law and VAT issues for the charity sector
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Charity Law and Governance e-alert - Winter 2020
Welcome A lot has happened in the world since our last update so we start this edition with an overview of what we have learned during the pandemic so far. We also look at a couple of recent cases: the first of which…
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Charities and COVID-19 – CIGA 2020 update: members’ meetings and relief from wrongful trading liability
This was authored by Nicola Evans , Charities Counsel, for the BDB Pitmans Charity Law blog . While the government considered easing pandemic restrictions over Christmas, it seems that BEIS has been reflecting on further…
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Trustees’ week – how to be a secret superhero
This was authored by Nicola Evans , Charities Counsel, for the BDB Pitmans Charity Law blog . To coincide with Trustees’ Week this week, the Charity Commission published five new 5-minute guides for charity trustees…
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Equality Act 2010 exceptions and charities – the Supreme Court decision in the Agudas Israel Housing Association case
This was authored by Nicola Evans , Charities Counsel, for the BDB Pitmans Charity Law blog . On 16 October 2020, the Supreme Court gave judgment in the case of R (on the application of Z and another) (Appellants) v…
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Charities – Serious Incident Reporting During the Pandemic
In the midst of the immense strategic and financial challenges charities are currently tackling, it might be easy to overlook the requirement to report serious incidents to the Charity Commission. It can also be a…
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Corporate transparency and register reform – impact of proposed companies house reforms on charities
This was authored by Nicola Evans , Charities Counsel, for the BDB Pitmans Charity Law blog . On 18 September 2020, the government published its response to a 2019 consultation on proposals which, as the consultation…
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Charities and COVID-19 – an update on members’ meetings and the Corporate Insolvency and Governance Act 2020
This was authored by Nicola Evans , Charities Counsel, for the BDB Pitmans Charity Law blog . We reported in our blog of 1 July 2020 on the changes implemented by the Corporate Insolvency and Governance Act 2020 (CIGA…
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Charities and judicial review
This was authored by Helen Fry , Senior Associate, for the BDB Pitmans Charity Law blog . The case of the Wimbledon and Putney Commons Conservators attracted attention over the summer, when it was reported that the…
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The Law Commission’s charity law project – time for that Charities Bill?
This was authored by Nicola Evans , Charities Counsel, for the BDB Pitmans Charity Law blog . Today (Monday 14 September 2020) marks the third anniversary of the Law Commission’s report, Technical Issues in Charity Law…
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Have your say on £2 billion charity rates relief – the Government’s business rates review
This was authored by Nicola Evans , Charities Counsel, for the BDB Pitmans Charity Law blog . On 21 July 2020, HM Treasury announced a call for evidence on its ‘fundamental review’ of the business rates system in…
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What do the Finance (No3) Bill 2018 and the 2018 Budget mean for charities?
A number of changes for the charity sector have been put forward by the UK government: - The simplification of the Gift Aid restriction on associated benefits; - An increase in the upper limit of non-primary purpose…
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A Crisis of Confidence
The Charity Commission has been tracking public confidence in the charitable sector for over a decade. It is currently at its lowest level since monitoring began. Scandals involving the sector have taken their toll…
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Coronavirus: Updates for the UK Charity Sector
New guidance to support the return of public fundraising With the recent easing of restrictions, the Fundraising Regulator has published guidance to support charities who are now considering resuming some of those…
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Charities, Coronavirus and Regulatory Compliance
(1) Charity Commission Filings The Charity Commission has issued a welcome statement that its approach to regulation will be as flexible and pragmatic as possible in the public interests during the coronavirus outbreak…
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Coronavirus: key government measures to assist organisations
Although at the time of writing a charity sector specific support package has not yet been announced, operational charities can benefit from a range of government measures that have been introduced to help organisations…
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trustEnews
Read the latest trustEnews trustEnews is an online news and information service aimed at trustees. We will be highlighting the key issues and news affecting the charity sector, with the aim of helping trustees to make…
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HOW TO PROTECT YOUR TRUSTEES AND YOUR ORGANISATION
Reputable and committed Trustees are incredibly important to charities and community groups. However, it is important to recognise that Trustees of even very small charities bear considerable responsibility for both…