In 2021, CTG has launched a new programme of monthly training sessions, open to all members, on topical tax issues for charities. Details of all sessions can be found here.

This session, on 1 December 2021, focused on tax issues relevant to smaller charities. Joining CTG Chair, Richard Bray, was Alexandra Gear (CTG Director and Director of Finance Operations at the MS Trust) and Les Howard (VAT consultant at vatadvice.org). Rachel Cooper (Finance Lead at the Small Charities Coalition and Director of Embrace Finance) was unfortunately unable to make the session, but shared some thoughts in advance that were relayed to the charities and advisers present. The speakers shared tips about smaller charities can tackle tax issues. Key takeaways were that it was very important to be aware of general tax and finance developments, ensure joined up thinking within an organisation and where necessary take professional advice.

• Recording (approx 1 hour)
• Presentation slides