IFA: Charities – Basic Information

This webinar is designed to ensure that delegates have a good overview of the voluntary sector.

The course will look at:

  • What a charity is
    • Objectives
    • The need to offer public benefit
  • The vehicles that could be used to run a charity through (limited companies, Charitable incorporated Organisations (CIOs), trusts)
  • Alternatives to being a charity – mainly focusing on what a Community Interest Company (CIC) is
  • Requirement to Register a Charity
  • The role of the Charity Commission
  • What is the role of the trustees is  and managing and avoiding conflicts of interest
  • Very brief overview of the financial reporting requirements of charities – thresholds and options (this will be covered in later charity modules)
  • Advantages and Disadvantages of being a charity:
    • Rates relief
    • Gift aid
    • VAT
    • Income and corporation tax
    • Access to financing
  • Charities and trading
  • Charities and borrowings
  • AML Risks of acting for a Charity.

Thursday, 8 April, 10am – 12pm

To register, email lindaw@ifa.org.uk and quote code IFAAT to be charged the IFA member rate of £35. Once payment has been received you will be sent registration details.

CPD hours: 2
Price: IFA members –   £35
Non members – £49

About the speaker
Matthew Shaw is the Managing Director of Metis Compliance Limited. He is a Fellow of the Institute of Chartered Accountants in England and Wales and a Fellow of the Association of Chartered Certified Accountants.

He has spent over 23 years in technical and training, previously being the technical director of the HAT Group of Accountants (HAT).

Matthew has lectured to accountants in practice, accountants in industry and financial institutions on UK Financial Reporting. He also spearheaded HAT’s response to FRS 102 and FRS 102 Section 1A, preparing disclosure checklists and work programmes.

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