Downloads
Aide Memoire 2023-24 PDF format
Download - File size: 184KB
Aide Memoire 2023-24 WORD format
Download - File size: 48KB
P11D Questionnaire 2022-23 PDF format
Download - File size: 76KB
P11D Questionnaire 2022-23 EXCEL format
Download - File size: 35KB
Charity Commission: Charity finances: trustee essentials
Good management of a charity’s finances and other assets enables it to succeed in delivering its charitable aims. The latest guide from the Charity Commission explains how trustees must show:
• realistic funding plans and strategies
• effective management controls and systems
• planned for their charity’s assets and resources to be used in the best possible way for their beneficiaries
External web link - https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/602509/CC25.pdf
Ward Williams Wills Fact Finder
If you would like to enquire about making a Will. Please download our Fact Finder document, once complete please email to wills@wardwilliams.co.uk Dipesh from our Wills team will then be in touch.
External web link - http://documents.wardwilliams.co.uk/Ward_Williams_Wills_Fact_Finder.pdf
We are always pleased to talk and discuss on a no obligation basis how we might assist.