Information for Trustees seminar

Henmans LLP is hosting an event with Smith and Williamson on the responsibilities of a Charity trustee, good practice regarding investments and provide essential practical guidance in respect of Charity mergers. 

There is no charge and a light working lunch will be provided together with an opportunity to network with others attending the seminar.  Please note there is ample free parking should you be able to attend. 

The seminar will be chaired by Nigel Roots, a Partner in Henmans LLP's Charity Team and Head of the firm's Private Client Department. This is a seminar particularly relevant to Nigel as he is a trustee of many private trusts and is Clerk to the Trustees of a substantial local Charity.

The schedule is as follows:

10.30am – 11.00am Coffee and registration

11.00am – 11.10am Chairperson’s introduction

Nigel Roots, Partner, Henmans LLP

11.10am – 12.40pm Trustees duties & responsibilities

Alan Poulter, Charities Consultant, Henmans LLP will provide an insightful view upon the ever changing and complex law governing Charity Trustees.  The Legal 500 directory and Chambers rank Alan among their leading individuals and as being "esteemed for his expertise". Alan is also a trustee of several charities and has acted as an executor of a large number of estates and as a trustee of many private trusts

Investment opportunities for Trustees

Adrian Taylor, Director, Smith & Williamson Investment Management will specifically deal with the Investment duties of Trustees and look at opportunities for them in view of the general duties which Alan will have covered;

Mergers for charities

Rachel McCullough, Partner, Corporate & Commercial Team and Charities Team, Henmans LLP will provide practical examples of what to address if you are considering a merger with another charity an activity which is on the increase as recommended by the Charity Commission.

Case study – challenges for charities in a competitive environment 

David Strudley CBE, is the CEO of Acorns Children's Hospice. Starting out in the army where he progressed to the ranks of Brigadier, David has a MA in Business Studies and a Certificate in coaching and mentoring for leadership development. He has worked in education, the police and the children’s hospice movement, most recently since November 2007 as Chief Executive of Acorns Hospice.

In June 2008 Acorns became the first charity to be the main focus on the front of a Premier League Football club shirt instead of them endorsing a commercial sponsor.  During his talk David will touch on this and discuss other challenges he faces in a difficult economic and highly competitive environment whilst leading this vital West Midlands charity into an exciting and challenging future.

To book or for more information please email seminars@henmansllp.co.uk or call 01865 781000.