Charity Law

Administration of Charities

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Administration of Charities

The legal obligations placed upon the trustees and directors of charities are burdensome. The secret to complying with these effectively is planning and ensuring that the charity keeps key issues under regular review. The matters which require consideration will naturally vary to some extent depending upon the nature of the charitable organisation, its size and resources but the following are some suggestions of issues to be kept in mind:

Staff:

  • Annual staff appraisals;
  • Annual salary review;
  • Review of contracts of employment/staff;
  • Manuals and key procedures and policies e.g. disciplinary/grievance/equality and diversity.    

Volunteers:

  • Proper training of volunteers;
  • Annual appraisals;
  • Ensuring that there are proper volunteer agreements in place;
  • If necessary, police checking (DBS) of volunteers;
  • Ensuring systems are in place to ensure compliance with procedures and policies by volunteers.

Investments:     

  • Regular review ofinvestment policy and performance.

Financial:   

  • Regular review of income and expenditure commitments;
  • Approval of annual accounts/interim management accounts;
  • Ensuring that the accounts are subject to independent verification (whether or not this is legally required it may be prudent risk management)    

Strategy:     

  • Preparation of annual budget;
  • Approval of investment policy    

Risk Management:     

  • Review of buildings/public liability/trustees liability and other relevant insurances;
  • Consideration of risk assessments, for example in relation to safety of operations/working environments/cash handling etc
  • DBS checks

Training:     

  • Training plans for staff/volunteers;
  • Training for trustees/directors as to their legal duties.

Governance:    

  • Ensuring aware of and compliance with the obligations are imposed by charity's constitution in terms of notices of meetings/voting/quorum;
  • Ensure that documentary records are maintained to record issues discussed at meetings and compliance with procedural obligations is recorded.
  • Checking that your constitution is up to date and still fit for purpose.

Lawson Lewis Blakers are able to provide assist with:

  • The review of charity constitutions/governing documents for a fixed fee.
  • The review of employment contracts/volunteer agreements and procedures and policies.
  • Training of trustees

Employment Law- Fixed Fees

INITIAL FREE HALF HOUR APPOINTMENT

This includes:- Attending you for a preliminary appointment to see whether you have a case or can defend a case. Please note that this is for 30 minutes only and does not include advice in writing.


We are able to offer fixed fees to both claimants and respondents in relation to Employment Tribunal claims. Please contact us for specialist advice and further details.

Preliminary Advice

This includes:

Taking instructions (up to 1.5 hours)

Detailed advice letter

 

Fee £250

VAT @20%

TOTAL £300

Employment Tribunal Proceedings

Advising employee on an Acas Early Conciliation Notification (now an essential first step before lodging an employment claim)

 

Fee £200

VAT @20%

TOTAL £240

  

Preparation of a Claim Form ET1 on behalf of an employee

 

Fee £400

VAT @20%

TOTAL £480

  

Preparation of a Claimant's Schedule of Loss

 

Fee £200

VAT @20%

TOTAL £240

 

 Preparation of a Claimant's List of Documents

 

Fee £400

VAT @20%

TOTAL £480

 

Advising an employee in relation to a flexible working request

 

Fee £400

VAT @20%

TOTAL £480

 

 Preparation of contracts of employment and statutory terms and conditions

 

Fee £250 - £400

VAT @20%

TOTAL £300 - £480

  

Preparation of standard disciplinary and grievance procedures

 

Fee £400

VAT @20%

TOTAL £480

 

Drafting and preparation of Respondent’s Response ET3

 

Fee £400

VAT @20%

TOTAL £480

Preparation of Witness Statements

Fee £200 - £400

VAT @20%

TOTAL £240 - £480

Lucy Robinson

Chartered Legal Executive
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