In providing support to trustees regarding governance and compliance, we take account of whether the charity is incorporated, unincorporated and whether it is a registered provider. We aim to provide relevant and proportionate responses and assistance.

Services include:

Clerking Trustee support with meetings (agendas, board packs, minutes, matters arising), secure messaging (for GDPR purposes).
Regulatory submissions Charity Commission submissions, updating Charity Commission records, NROSH (for registered providers). See Financial Management for Companies House.
Advice and guidance Policies, procedures, best practice including the Charities Code of Governance and monitoring new practices and regulations.
Setting charges Assistance to the trustees in setting WMC and service charges (RSL or non-RSL).
Grant making
Grant making and ‘pension’ services are provided where trustees also engage in such activities.