Overview

The aim of this 2-part webinar is to help you gain a wider understanding of trusts, along with guidance for the trusteeship of charities.

Please note that these webinars will each last between 1 – 1.5 hours (dependent on the level of interaction within the sessions and the number of questions raised).

Typewriter with the word 'Donations' at the top of the sheet of paper

Session one will cover:

  • The nature of trusts
  • How a charitable trust is created
  • Registration with the Charity Commission or HM Revenue and Customs
  • Charitable Incorporated Organisation
  • Requirements for a charitable trust
  • Role of the Charity Commission
  • Legal personality of a charitable trust

Session two will cover:

  • Trustees generally
  • Duties of management and liabilities
  • Trading
  • Dealings with property
  • Winding up or amalgamating a charity
  • Village halls and recreation grounds
  • Role and responsibilities of custodian, holding and management trustees

Dates

Monday 23 September, 2:00pm – 3:30pm
Monday 30 September, 2:00pm – 3:30pm

Price

Members: £60 + VAT
Non-Members: £70 + VAT

CPD points

Claim 1 CPD point for attending each session!

Joining instructions will be sent to you 3 weeks before the event (please check your spam inbox) and your invoice will be sent before the event. We advise that, on receipt of the joining instructions, you are liable for any fees incurred in order to attend the event.

Charitable Trusts

“This training is essential for clerks dealing with the issues arising from involvement in charitable trusts, be it as Custodian Trustees, having a council which appoints charitable trustees, and / or in the process of unscrambling past mistakes made by charities and councils.”
Andrew Peter Hewes, Saxilby With Ingleby Parish Council

 

About the Trainer

Roger Taylor is the Senior Partner of Wellers Hedleys Solicitors, a firm based in Surrey which has an extensive practice dealing with parish and town councils in England. He lectures on subjects such as common land, village greens and charitable trusts for SLCC and on other matters relating to the practice and procedure of parish and town councils for a number of County Associations.

 

Roger Taylor, Wellars Hedleys

Wrong time? Wrong place?

SLCC is always keen to respond to members’ needs for training. If you would like to register an interest in having a particular course delivered via webinar or in your region, please let us know.

Expressions of Interest 2022