Support for Charity Trustees in Leamington Spa

Trustees sit on the governing body of a charity and are ultimately responsible for the running of the charity. They can also be known as directors, board members, governors or committee members.

The trustees of charitable organisations have a number of duties and responsibilities, including:

  • Trustees must avoid any conflict between their personal interests and those of    the charity.
  • Trustees have a duty to act reasonably and prudently in all matters relating to  their charity
  • Trustees are responsible for the proper administration of the charity
  • Trustees must safeguard and protect the assets of the charity
  • Trustees must act in the best interests of their charity
  • Trustees have collective responsibility for the charity

Charity trustees have a responsibility to make sure that the organisation complies with the requirements of the Charities Commission and, for incorporated companies, the demands of Companies House.

Michael Harwood & Co can help

At Michael Harwood & Co we appreciate that there are many complex demands placed on today's trustees. Further still, frequent changes in legislation and regulations can make the role of a trustee even more difficult.

Michael Harwood & Co have a wealth of experience in working with trustees and offer a range of services designed to support charity trustees. We can:

  • Review compliance and potential risks to the organisation's finances
  • If incorporated, assist with company secretarial issues, including filing annual returns
  • Assist trustees in the development and ongoing monitoring of strategic plans
  • Carry out governance performance reviews.

In addition, Michael Harwood & Co can help charities with:

  • Support for trustees, including Charity Commission compliance
  • Fundraising and Gift Aid tax reclaims
  • VAT and other taxation issues
  • Setting up a new charity and completing the necessary registrations
  • Audit and independent examinations including compliance with the Statement of Recommended Practice for Charities
  • Accounting and bookkeeping
  • Payroll giving and payroll preparation
  • Financial planning and management strategies

With our in-depth knowledge of the voluntary sector, Michael Harwood & Co are well placed to support charity trustees in Leamington Spa and the surrounding area. Our team will help to ensure that the organisation is run properly and efficiently - please contact us for further information.