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Welcome

Charity Times Property Roundtable

 Creating Strategies in Uncertain Times
Wednesday 27 February 2019
Searcys at The Gherkin, 30 St Mary Axe, London EC3A 8EP


Investing in property can be hugely advantageous for charities, especially if the investment seeks to advance the organisation’s overall mission. Despite its obvious benefits, playing in the property market can be a risky game and charities must ensure they create robust strategies fit for any economic turbulence that may arise.

Join Charity Times, in association with Cluttons, Buzzacott and Bates Wells & Braithwaite for an informative discussion about property investment, with insights into the simple methods for creating sustainable strategies able to survive economic and political uncertainty.

Agenda

An introduction to property
What are the options available to charities in terms of maximising property performance from an occupational and investment perspective?

Market considerations and trends
What macro issues are currently impacting the property market and what market conditions should charities be looking out for before implementing property strategies? What emerging property trends will charities need to consider over the coming years?

Legal obligations
Investing in property takes careful planning and it can be easy to fall foul of the law. What are the key legal obligations to consider when considering a freehold or leasehold acquisition for occupation or for investment purposes? What are the key points to be aware of in negotiations?  

Tax and VAT considerations
When considering an investment into an individual property, or indeed a portfolio of properties, VAT savings and exposures must be factored into the process. But where should charities start with tax-efficient planning?

Identifying the pitfalls and red flags
What are the risks associated with acquiring or disposing of property and how should charities seek to assess and mitigate them?

Ethics
The Charity Commission states charities must ensure the properties charities invest in are suitable for the charity’s purpose, but what other environmental, social and community issues should be taken into consideration when shaping a property strategy?

Who should attend?
- This seminar is designed for the chief executives/MDs, finance directors and trustees of registered charities.

- Registered charities only and will only be accepted with a charity number.

Timings:
11:00 – 11:30  Arrival and coffee
11:30 – 13:00  Roundtable discussion
13:00 – 15:00  Lunch is served

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