27 June 2019
This seminar will cover a range of issues that will effect Independent Schools from a legal and financial standpoint.
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:
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Mark is a specialist charities and education solicitor, at Lupton Fawcett LLP, and as such has a wealth of experience of advising independent schools and educational foundations. Mark 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 practices involve advising maintained schools, educational trusts and advising as the clerk of a Further Education College. He also advises charities and not-for-profit organisations in a wide range of issues.
Katie is a specialist Charity law solicitor at Lupton Fawcett LLP who spends all of her time advising charities and not-for-profit organisations. Katie advises a number of independent schools and educational foundations specialising in incorporation’s 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 is also a member of the Charity law Association and is a highly experienced solicitor having worked for an international law firm gaining experience in both corporate recovery law and dispute resolution specialisms as well as lecturing at the Open University.
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 joined BHP in 1998 and trained within the audit and accounts department. She 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 a key member of the charity and not for profit team at BHP for over 20 years, Rachelle has a wide-ranging knowledge of the issues that charities face. Now 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.
James joined TPT in 2010 and is a Senior Manager in TPT’s Employer Relationship Team. 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.
The seminar will be of interest to bursars, headteachers and governors. To book your free place on this seminar please click book here on the banner above, or contact Hayley Macdonald on 0113 280 2218.