Charities - Funding the future

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Bishop Fleming

Chy Nyverow

Newham Road

Truro

TR1 2DP

United Kingdom

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Event description

Description

Bishop Fleming and Stephens Scown have joined forces, as part of the Cornwall Chamber Festival of Business Week, to deliver a seminar for charities on funding their future.

Topics to be covered include:

  • Trends in income and charitable fundraising

  • Introduction to charitable legacies

  • Key tax considerations

  • Key considerations when dealing with charitable legacies, common issues how to avoid disputes

  • The new Fundraising Code of Practice

  • Introduction to corporate partnerships and commercial participation agreements focusing on key compliance requirements




Timings:

08:00 Arrival and breakfast (please let us know of any dietary requirements)
08:30 Presentation start
10:00 Networking and close

Venue: Bishop Fleming, Chy Nyverow, Newham Rd, Truro, TR1 2DP

Stephens Scown and Bishop Fleming are committed to creating an inclusive environment for people with disabilities. If you need something that will help you to participate fully in this event, please do let us know.

Parking: Please note there is no parking available at our office. Nearby Pay & Display parking is available at Garras Wharf car park, near Tesco. If you have limited mobility, please contact us to discuss other options.

RSVP: Please register using the Eventbrite form or contact Kathryn Williamson at KWilliamson@bishopfleming.co.uk by 24 October 2019.


Stephens Scown and Bishop Fleming jointly take the protection of your personal information and data privacy seriously. Where you respond to this invitation your information will be processed in accordance with current Data Protection legislation by Bishop Fleming (for administration purposes only) as the hosts of this event. Your data will be stored for a minimum period as a record for the purposes of this event, but not used further for marketing activities.




Speaker profiles:

James Burrows - Stephens Scown

James Burrows is a Senior Associate in the firm’s Inheritance and Trust Disputes team at Stephens Scown LLP. He is a member of the Association of Contentious Trusts and Probate Specialists.

As a member of the team, James and his colleagues advise clients on will validity claims; removal of personal representatives; claims brought under the Inheritance (Provision for Family and Dependents) Act 1975; proprietary and promissory estoppel claims; breaches of trust claims and claims arising out of trust property; and property co ownership disputes. His experience includes advising on matters involving legacies to charities.

Laurie Trounce - Stephens Scown

Laurie Trounce is a partner and the head of the Charity Sector at Stephens Scown LLP. Laurie is a specialist in charity law and advises charities and social enterprises on company, commercial and governance matters.

As head of the Charity Sector, Laurie advises charities and social enterprises on various aspects of charity, corporate / commercial and fundraising law and has experience in constitutional and structural work including mergers, incorporations, joint ventures and other forms of collaborative working, trading, acquisition and sale, public sector contracting, procurement and governance matters.


Alison Oliver - Bishop Fleming

Alison is an experienced audit and general practice partner at Bishop Fleming, advising and supporting a wide range of owner-managed and not-for-profit organisations.

Alison's significant not-for-profit portfolio includes charities and education establishments. Her experience includes advising charities over many years covering trading aspects and trading subsidiaries, property acquisition and disposal, borrowing, merger, and corporate structure. She also has experience from 'the other side' from being a charity Trustee, including a role on the audit committee.

Jon Sparkes - Bishop Fleming

Jon is a Tax Director at Bishop Fleming with a passion about charities and not-for-profit organisations. He is the firm's lead on direct tax matters for the sector.

Jon works with a wide range of charities on tax efficient structures, maximising Gift Aid, mitigating tax arising from non-primary purpose trading including property development and non-qualifying investments.




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Date and Time

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Bishop Fleming

Chy Nyverow

Newham Road

Truro

TR1 2DP

United Kingdom

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