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Free Seminar by Thomas Westcott for charities on managing change

PUBLISHED: 10:09 23 August 2011 | UPDATED: 19:52 20 February 2013

With many Charities and Not-For-Profit Organisations experiencing a decrease in funding, alongside an increase in demand for services Thomas Westcott review the financial issues..

With many Charities and Not-For-Profit Organisations experiencing a decrease in funding, alongside an increase in demand for services Thomas Westcott review the financial issues, and explore the steps you can take to ensure your organisation survives the changes within the sector and the current economic climate.

Date: 6 September 2011

Time: 09:30 12:15 (followed by buffet lunch)


Exeter Golf and Country Club

The Duckworth Suite

Countess Wear



Cost: free of charge


Steve Cresswell Partner, Thomas Westcott

Steve is Head of Thomas Westcotts specialist Charity and Not-For-Profit Team which provides comprehensive advisory services to Charities and Not-For-Profit organisations across the region. He has a Diploma in Charity Accounting awarded by the Institute of Chartered Accountants, and is a member of the Audit and Tax faculties and the Charities and Solicitors Special Interest Groups of the Institute of Chartered Accountants in England and Wales (ICAEW).

Martin Sollars Director, Homemaker South West

Homemaker Southwest is an independent Charity, established in July 2001 and based in Devon its mission is to prevent homelessness and promote the independence of those it works with. It emerged from an organisation known as the Exeter Homemaker Project, originally set up in 1991 to provide tenancy support services for offenders. As the organisation has grown, so has its specialist range of services to meet the needs of the local population as a whole, enabling the Charity to offer its services to all sections of the community. The charity supports individuals, especially those who are vulnerable, to set up, maintain, and sustain their homes, and thus prevent homelessness. Additionally it works with offenders and their families in an effort to prevent harm to our communities.

David Pegg Associate Partner and VAT Specialist Consultant

David is a former Senior Inspector with HM Revenue and Customs and has been working at a senior level within the accountancy profession for the last 20 years. He has been advising Charities, Not-For-Profit and businesses for over 30 years on VAT issues. He specialises in Charities and Not-For-Profit, Care and Property sectors, in addition to providing a wealth of compliance advice and planning services to a wide range of businesses and fellow professionals. The advice that he provides includes devising and agreeing partial exemption and non-business apportionment methods, maximising input VAT recovery, reducing or mitigating VAT on expenditure and identifying the VAT liability of income and on deemed supplies.

Topics for our discussion include:

  • Working together and collaboration

  • Trustees responsibilities

  • Practical solutions to managing change

  • VAT advice for charities and not-for-profit organisations

  • Public Benefit and the latest news and advice affecting charities and Not-For-Profit Organisations


09.30am Registration

10.00am Presentations

12:00pm Q&A

12.15pm Buffet lunch and networking

Who should attend?

Chief executives, charity trustees, directors and treasurers.

RSVP is by 2 September 2011. To reserve a place or for further information please contact Bernice Williams at Thomas Westcott on 01392 288 555 or by email at


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