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Questions to ask… about the Charity Governance Code
The Charity Governance Code (the Code) was updated at the end of 2020 and is supported by the Charity Commission. Although the Code is not a legal or regulatory requirement, it aims to help charities and their trustees to develop high standards of governance and details best practice in the sector. The Code is split into seven principles. Some questions for trustees to ask in each area are provided in the factsheet. These may be a useful guide for discussions at a trustee away day or a self-review of governance.
Questions to ask… your auditor
When your auditor presents their report to the Board or Finance Committee, it can be difficult to know what questions to ask them. Often trustees rely on the treasurer or one of the trustees with financial experience to reassure them that everything is in order. It is important that all trustees understand the audit report, and your auditor should welcome questions.
Charity and Not for Profit eNews
Click on the button below to download the latest edition of Charity and Not for Profit eNews.
Not for Profit VAT and Tax update – Q1 2021
The last 12 months have been extraordinary and 2021 has delivered several updates during the Chancellor’s Budget and ‘Tax Day’ in March. We look forward to welcoming you back to in-person events later this year to discuss issues which may impact you, but in the meantime, Partner and Head of VAT, Phil Salmon, shares a […]
2021 Tax Return – Aide Memoire
Our 2021 Tax Return - Aide Memoire factsheet is now available to download.
Telling your story – one year on…
As a number of you will be thinking ahead to your second annual report under COVID-19, this can be a useful opportunity for reflection.
An introduction to the new prudential regime
We are pleased to share the recording of our webinar, held with Duff & Phelps, which provided an introduction for current Exempt CAD investment firms to the new prudential regime coming into effect in January 2022. The webinar covered a variety of topics including: The application of MIFIDPRU Own Funds and Own Funds Requirements Public disclosure Supervisory reporting […]
Gender Pay Gap 2020
We value the difference a diverse workforce brings to the firm and to our clients.