Useful Guides
December 6, 2023
Useful Guides
Useful Links – Governance
We've put together a list of useful resource links you may find useful
Useful Guides
Useful Guides
July 14, 2023
Useful Guides
Caveats explained
In this handy guide we look at what a caveat is and how you can remove and register
Useful Guides
June 12, 2023
Useful Guides
Useful Links (Governance)
We've carefully gathered a selection of useful links to help you navigate through the trustees and charities sector.
Wills & Estate Adminstration
March 1, 2023
Useful Guides
How and when do charities receive a legacy gift from a will?
Although any physical distribution of assets to a charity occurs towards the end of the administration process, early notification is vital to help charities plan. Find out more and how
Wills & Estate Adminstration
February 28, 2023
Useful Guides
Top ten tips on how to check estate accounts
Checking estate accounts can be a complex process, with many steps to undertake. Check out our top tips to help speed up the process.
Disputes
February 22, 2023
Useful Guides
How to handle disputes with executors
The primary role of an executor is to distribute an estate according to the deceased person’s wishes, as outlined in their will. However, this doesn’t always happen as it should
Boards & Trustees
February 22, 2023
Download Templates
Charity Chair Checklist
The role of charity chair is key to acting between the board and the trustees. Here we have a comprehensive checklist of responsibilities often undertaken by those in this most
Useful Guides
February 17, 2023
Useful Guides
Charities Glossary of Terms
A comprehensive charity glossary packed with non profit terms and definitions, helping you decipher all the sector jargon
Wills & Estate Adminstration
February 15, 2023
Useful Guides
The final gift: The influence of will construction and rectification on charitable donations
Even after careful preparation, wills can still be challenged based on rectification - an act of correcting a defect to a will, or by construction – a poorly drafted or
Data Protection
August 18, 2021
Useful Guides
Data subject access requests in employment
An employee’s right to make a data subject access request (sometimes referred to as a DSAR or SAR) has been a key element of the protections set out in data
TUPE
December 2, 2020
Useful Guides
TUPE Guide
Our guide explains what a TUPE transfer is and how to implement TUPE regulations that protect individuals’ rights affected by employment transfer. The guide explains which transfers fall under TUPE
Termination of Employment
December 2, 2020
Useful Guides
A Guide to ACAS Early Conciliation – Termination of Employment
Our ACAS Early Conciliation (EC) Guide explains the process of submitting an EC form and how the time limits are calculated throughout the process. The guide also advises how to
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