Our charities specialist advisor has experience in advising
charities that are Trusts, Companies Limited by Guarantee or
Industrial and Provident Societies. He is conversant with the
different requirements of those registered in Scotland or in
England and Wales - currently we number amongst our clients
seven Scottish charities and nine English charities. He is
able to advise on all aspects of charitable finance and in
particular the following key areas:
For further information click on one of the headings or
read on:
Investment policy
All charities that have investment funds have an obligation
under the Trustees Investment Act to have an investment policy
and to seek financial advice as to how best to realise such
a policy. We can assist you in formulating and drawing
up your policy and advise in its implementation. For
example the portfolio structure of your investments would
clearly need to be very different were you in need of regular
income than if your requirement is capital growth.
Ethical investment policy statement
It is now a legal requirement for English and Welsh charities
to make a statement as to whether they have an ethical investment
policy and, if they do, what it is. In Scotland it
is best practice to do this. In either case we are
able to assist charities in meeting these obligations.
Independent financial advice
Charity trustees in the UK have an overriding obligation to
the beneficiaries of their charity and, it is essential when
they invest their charity’s funds, that they make sure
they get the best return possible. Investing ethically
in no way needs to compromise this responsibility so long
as the Trustees take appropriate financial advice in the
selection of the fund manager. In fact, there are ethical
investment specialist fund managers who are likely to provide
a better performance than their non-ethical main stream managers. With
our advice and help you can do the best for your beneficiaries
and show your regulator that you are more than meeting your
obligations. Finding such a manager needs expertise
and experience like ours.
Our charities advisor, in a private capacity, is currently
a charity trustee of a Scottish charity and of two English
charities.
Employee benefits
Apart from investment advice we also advise charities in both
England and Wales and Scotland on employee benefits, in particular
pensions. For further information about all aspects click
on
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