By Harry Barr, Investment Manager at Rathbones Investors frequently ask about current market valuations, particularly for US equities, which dominate global indices, accounting for roughly [...]
By Jo Goodsell, Senior Manager at Saffery LLP As the sector awaits the imminent arrival of the revised Charities SORP, it’s worth taking a moment to refresh on the essentials of preparing and [...]
By Emma Hurrell, Private Client Partner at B P Collins Many trustees in England and Wales dedicate significant time and energy to their charities to ensure they meet their objectives and support [...]
by Lucy Wood TEP, Private Client Partner at B P Collins LLP Starting 1st January 2025, the Charities (Annual Return) Regulations 2024 have come into effect. The regulations which prescribe the [...]
by Ruadhri Duncan, Partner, Sarasin and Partners Trustees have much to consider when it comes to overseeing their investments. Each new generation of investors believes they can outperform the [...]
by Alice Clementi, Co-Founder and CEO, Charterpath At a time when charities across the UK continue to face difficult economic conditions, financial expertise has never been more vital. Many [...]
By Oliver Jones-Davies MA Chartered FCSI, Director (Client Investments), CCLA Investment Management Inflation has been a silent thief in recent years. Consumer prices rose 5.4% in 2021, 10.5% in [...]
By Lucy Wood TEP, Private Client Partner at B P Collins LLP As a Trustee of a Charitable Trust, you play a vital role in ensuring your charity’s funds are put to good use. But deciding how [...]
By Ian Joseph, Managing Director at Trustees Unlimited Recruiting Trustees from professional backgrounds is essential for Charitable Trusts. While finding the right Trustee can be challenging, [...]
