5th March 2021

We are delighted to share with you our latest Charity Bulletin, available for download via the following link:

▶ Click here to download the latest UNW Charity Bulletin (PDF 1.86MB)

Another year and another lockdown. Our forthcoming briefing on 11th March 2021 (more detail further on) will be over a year to the day since we welcomed people to the office for an in-person event and, whilst we have really missed seeing you, it has been good to keep in touch through other means.

As we start to look forward and plan for a return to all of the things we have missed, this bulletin focuses more on the here and now – first up (and hot off the press!), UNW Tax Partner Charles Linaker gives his initial reactions to Wednesday’s Budget and its impact for charities.

We include some recent guidance for Trustees issued by the Charity Commission as 5-minute guides, as well as some of the legal challenges to be aware of when holding virtual trustee meetings and AGMs. We also explore some of the things you ought to be considering for any forthcoming year ends around accounting and reporting issues thrown up by the pandemic.

Our feature piece is with Vicki McDonald, Bursar for Dame Allan’s Schools, and the challenges of working in an education environment over the last year.

For our next event, triggered by the refreshed Charity Governance Code issued at the end of 2020, we welcome Claris D’cruz from Wrigleys LLP who will be talking about how having effective and skilled trustees on the board is more important than ever for the future of any charity. I hope to see many of you at that on 11th March – registration details can be found here:
https://unw-zoom.link/charity-briefing-march2021

Anne Hallowell
Charity and not-for-profit partner at UNW

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