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Resources Information Sheets

  • Charities - Charities Health Check - Governance, Compliance & Risk Management

    A busy and successful charity will have many demanding challenges and activities. A vital part of protecting this continued success is strong governance and risk management. A great way of supporting this is to have a regular health check.

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  • Charities - Charities Health Check Employment

    The demands of running a charity can often mean that introducing employment contracts and appropriate policies and keeping them up to date can easily fall to the bottom of the ‘to do’ list.

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  • Charities - Charities, Education and Social Enterprise

    We cater for all kinds of charities and community benefitting organisations: we are privileged to act for around 400 different charities, educational organisations, institutions and social enterprises. Charities and similar organisations are as diverse as the needs they seek to address and so our service is also broad and flexible in its delivery. Virtually any legal need for any charity or non-profit organisation is provided for.

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  • Charities - Charity Corporate Service

    Large or complex charities often consider themselves to be corporate organisations and arguably many more should do likewise. The Hewitsons Charities team understands both the charity and corporate worlds, together with the principles and practices each can learn from the other. We can assist you in matching your objectives to commercial realities within the charitable sector's legal and regulatory framework. Whether you are just starting out, planning to expand, or need advice on a specific operational matter, our tailored approach will provide you with the professional reassurance and risk management you need to achieve your charity's goals.

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  • Charities - Charity Litigation

    An overview of our litigation service for charities.

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  • Charities - Charity Property Service

    Property concerns for charities are different for each charity and different from those of businesses. We therefore have a specific property service for charities. We understand the charity sector and our service is designed to support you in achieving your objectives, so your charity continues to make a real impact.

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  • Charities - Grant Making Charities

    We have a comprehensive service for grant-making charities which, as well as covering areas common to all charities, is tailored specifically for those whose main business is grant-making. We know their needs and aims are different to other charities and our service is designed to ensure these charities are effective and making a real impact with their beneficiaries.

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  • Charities - Tax Efficient Giving to Charity

    Tax relief for gifts to charity is significant and benefits both the donor and the charities.

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  • Charities - The Fit and Proper Person Requirement for Charities

    The Finance Act 2010 introduced a definition - for tax purposes - of charities and other organisations entitled to UK charity tax reliefs. The definition includes a requirement that, in order to qualify, an organisation must satisfy the ‘management condition’.  For a charity to satisfy the management condition, its managers must all be ‘fit and proper persons’ - although there is no definition in the legislation of a ‘fit and proper person’.

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  • Private Wealth - Attorney Responsibilities - Health and Welfare

    A legal document where a person (the Donor) has given authority to you (the Attorney) to make decisions on their behalf about their health and welfare. They were introduced in October 2007 by the Mental Capacity Act 2005 (the MCA).

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  • Private Wealth - Attorney Responsibilities - Property and Financial Affairs

    A legal document where a person (the Donor) has given authority to you (the Attorney) to make decisions on their behalf about their property and financial affairs. They were introduced in October 2007 by the Mental Capacity Act 2005 (the MCA).

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  • Private Wealth - Inheritance Tax & Tax Planning - A Guide

    In principle, the value of an individual’s estate on death (together with the value of any gifts made in the previous seven years) is subject to Inheritance Tax (“IHT”) at the rate of 40%. In practice, there are a number of exemptions and reliefs from IHT which mean that, by sensible planning, IHT payable on the value of assets at death and lifetime gifts can be greatly reduced.

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  • Private Wealth - Lasting Powers of Attorney

    A Lasting Power of Attorney (LPA) is a legal document enabling an adult with the requisite level of understanding (the Donor) to choose another person or persons (the Attorney or Attorneys) to make decisions on his behalf.

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  • Private Wealth - The Importance of a Will

    Most of us spend many years working, providing for our families, accumulating assets over time and planning for retirement, and while some will have thought about how they wish their assets to pass on death, for others it is something they have not found the time for or have chosen to ignore.

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  • Private Wealth - When Someone Dies

    The death of a relation or close friend presents a new set of practical problems at a time when the family may be least able to cope. This leaflet is written to provide guidance to those who will be involved in the period after someone dies.

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  • Real Estate - Guide to SDLT 1 & SDLT 4

    A guide to Land Transaction returns

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  • Residential Property - Building Surveys & Inspections

    Thinking of buying a property? You should always have your own independent survey of any buildings and property which you are hoping to buy. This should be carried out by a firm of qualified Chartered Surveyors prior to exchange of Contracts.

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  • Residential Property - Coronavirus and Residential Property

    Residential Property - Coronavirus and Residential Property

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  • Residential Property - Exclusivity Agreements

    In markets such as Cambridge and London, the imbalance between supply and demand for desirable residential properties has resulted in Exclusivity Agreements becoming commonplace. Usually they are a tool to enable a Seller to obtain early commitment from a Buyer in circumstances where there are a number of interested or competing buyers (and the Seller is in a position to dictate terms when agreeing to sell). However, buyers can also insist on an Exclusivity Agreement or the parties can mutually agree to enter in to one.

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  • Residential Property - Guide to Buying Residential Property

    It can avoid disappointment and wasted expenses if you have already been told how much you can borrow and on what terms. Most lenders and financial advisors are happy to offer guidance and even an “agreement in principle” if asked.

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  • Residential Property - Guide to Extending the Term of a Flat Lease

    20 or 30 years ago it was common for leases of flats to be granted for a term of 99 or 125 years. These leases are effectively “wasting assets”, which means that their value decreases as each year of the term passes. The issue of whether to extend the term of the lease therefore becomes increasingly important. This guide seeks to explain both the legal and practical implications of this issue and to give guidance on the ways to extend a flat lease.

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  • Residential Property - Guide to Jointly Owned Property

    When property is owned by more than one person it is held by them “in trust”. The property is treated as being held by the owners temporarily (whilst they use and enjoy it for whatever purposes they agree) and on the basis that they will ultimately sell it and share the proceeds between them. Since 1996 all such trusts have been known as “Trusts of Land” and the courts have unrestricted powers to resolve any disputes relating to such trusts.

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  • Residential Property - Guide to Planning Considerations for Residential Properties

    This Guide summarises some of the key planning issues relevant to residential properties. It also deals with the need for listed building and conservation area consents and indicates where expert advice from our planning team may be necessary.

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  • Residential Property - Guide to Searches when Buying Residential Property

    Guide to Searches when Buying Residential Property

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  • Residential Property - Guide to Selling Residential Property

    20 or 30 years ago it was common for leases of flats to be granted for a term of 99 or 125 years. These leases are effectively “wasting assets”, which means that their value decreases as each year of the term passes. The issue of whether to extend the term of the lease therefore becomes increasingly important. This guide seeks to explain both the legal and practical implications of this issue and to give guidance on the ways to extend a flat lease.

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  • Residential Property - Guide to mortgaging residential property

    As a part of your mortgage application you will potentially need to provide a wealth of documentation to the mortgage company or your mortgage broker, with each company having their own requirements.

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  • Residential Property - Guide to newbuild warranties and architects’ certificates for residential properties

    Any newly built (and most recently converted) residential properties will require either a Newbuild Warranty (“NW”) or Architect’s Certificate (“AC”) if they are to be freely saleable or acceptable as security for a mortgage loan. This guide aims to explain the differences between NWs and ACs and the inadequacies in the way ACs are presently used, as highlighted by a recent case: Hunt and Other -v- Optima (Cambridge) Limited of 2014.

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  • Residential Property - Guide to sale of property held in Trust/Jointly

    The sale of land that is held in trust is far more common than one might imagine.

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  • Residential Property - Is Capital Gains Tax Relevant to Your Residential Property Transaction?

    It is often assumed that Capital Gains Tax does not apply to the majority of Residential Property transactions because of the Private Residence Relief exemption. However, there are a number of potential traps and the purpose of this Guide is to help identify whether CGT may, in fact, be relevant in your case.

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  • Residential Property - Leases of Residential Property

    If you own a leasehold residential property it is useful to have some basic understanding of what your rights and responsibilities as leaseholder are. That is the purpose of these answers to FAQ’s. However they provide general guidance only and are not to be treated as legal advice relevant to particular circumstances.

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  • Residential Property - Q & A’s - Information supplied about residential property

    During virtually all RP transactions information about the property being sold will be supplied by the seller. Nowadays this is usually in the form of the Law Society’s Property Information Form and Leasehold Information Form. However, it also includes replies to either standard form enquiries or specific enquiries raised on behalf of the buyer. These Q & A’s aim to provide information about how to approach providing such information and what happens if the information turns out to be wrong.

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