22 October 2019
Lupton Fawcett LLP,
Good governance from both a legal and financial perspective is the foundation of an effectively run charity and school. This seminar will help to draw out the lessons that can be learned from various cases and assist you in implementing the best practice within your school. The seminar will look at various areas including:
Who should attend
The seminar will be of interest to bursars, headteachers and governors. To book your free place on this seminar please email, the events manager, Hayley MacDonald by clicking the Book Here button above.
Mark is a specialist charities and education solicitor and as such has a wealth of experience of advising independent schools and educational foundations. He has advised schools from across the sector on a diverse range of issues such as incorporation, restructuring and merger, amending governing documents dealing with the Charity Commission, advising on trusts and permanent endowment, consolidating prize and bursary funds, advising on governance and trustee training.
Mark’s wider education practice involves advising maintained schools and academies (with a specialism in advising religious designated schools), advising educational trusts and foundations and acting as the clerk of a Further Education College.
Katie advises a number of independent schools and educational foundations specialising in incorporations and changes to legal structures, amending governing documents, advising trustees on governance issues and dealing with the Charity Commission. Katie also specialises in educational trust work particularly in dealing with educational endowment trusts.
Katie’s wider charities work includes advising on charity governance, charity registrations, restructuring and mergers, dealing with the Charity Commission, complex trusts and permanent endowment issues.
Jane leads the specialist charity team at BHP and has been providing innovative and pragmatic advice to charity clients throughout her career which spans over 30 years.
Jane is widely recognised for her charity sector expertise and experience and acts for a wide range of charities across the sector. She is passionate about giving proactive advice to charities on issues including transparency of accounts; governance; structures, gift aid and trading and has a particular strength in being able to explain accounts to trustees in an easy to understand manner.
Rachelle qualified as a Chartered Accountant in 2003 and has experience of managing a portfolio of clients within BHP’s Audit and Assurance team. Clients included owner managed businesses and a large number of charities.
As an experienced Tax Director, Rachelle specifically provides advice in relation to income and corporation tax exemptions, structuring of activities to maximise tax relief and the maximisation of gift aid. She is also a member of the ICAEW’s Tax Faculty and also attends the Charity Tax Group’s Observer Member meetings.
James has 20 years of industry experience and worked in an in-house pensions team and as a consultant for a global consulting firm before joining TPT. He currently has responsibility for developing relationships with key employers, managing the delivery of services to employers and supporting employers deliver key pension projects. Since 2014, James has led TPT’s relationship with the 150 independent schools that participate in pension schemes provided by TPT.