My role

I advise charity and education clients on a wide range of governance and commercial matters.

My experience

I have over 20 years’ experience advising charity clients of all shapes and sizes on matters such as establishment, governance, funding, reorganisation, group structures, mergers, acquisitions, trading and dealing with the Charity Commission. In the last decade I have also specialised in governance arrangements for trust schools and academies and have been involved in establishing and providing ongoing advice to well over 100 academies and multi-academy trusts.

My specialisms

  • Charity law and governance
  • Academies – establishment and governance
New financial rules for academy trusts

On 1 April 2019, new rules will come into force concerning how academy trusts must deal with reporting related party transactions.

Budget help for charities’ trading
Budget help for charities’ trading

The Finance Bill 2019, as announced in the Autumn Budget 2018, includes a small but welcome adjustment to the small-scale trading exemption which applies to charities.

Anything to declare?
Anything to declare?

The Charity Commission has recently published two pieces of updated guidance relating to safeguarding and serious incident reporting.

Academies Financial Handbook 2018
Academies Financial Handbook 2018

The Education and Skills Funding Agency has published its annual update of the Academies Financial Handbook, which became effective on 1 September 2018.

Contracting with schools
Contracting with schools

Check the status and structure of the school — maintained schools are owned and run by the local authority; ‘academies’ and ‘free schools’ are publicly funded, independent schools, which are owned and run by an academy trust.

Back to Basics - Charity’s Annual Returns
Back to Basics - Charity’s Annual Returns

If you are a charity registered with the Charity Commission then each year, depending on your income and/or the type of charity you are, you will be required to file your Annual Return.

Academies Financial Handbook 2016

Given that Academy Funding Agreements oblige Academies and Multi Academy Trusts (MATs) to abide by the terms of the Handbook, new editions provide a key mechanism by which the Department for Education (DfE) can subtly impose additional requirements and restrictions.

Almshouses and Charitable Incorporated Organisations
Almshouses and Charitable Incorporated Organisations

However, it fairly quickly became apparent that for the almshouse charities which are also Registered Providers (and, therefore, regulated by the Homes and Communities Agency) there were a number of potential barriers to the move to CIO status.

I have been recognised for the work I do
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