Charities and Trusts
As specialists in wealth creation and trust compliance, we are best placed to support you in your duties as a trustee.
Independent advice and governance
We take a partnership approach when it comes to guiding and advising trustees. We will work with you closely to ensure you not only meet your responsibilities in the role, but also have a clear understanding of the impact of your investments. Our advice is fully independent, and we are able to search the whole of the market for the most suitable solutions.
Independent investment review
Our independent investment review service is designed to give you total confidence. From ensuring your regulatory requirements are met, to providing detailed and intuitive reports that benchmark performance, trustees and stakeholders alike can have complete peace of mind about the trust’s management.
Meeting the goals of the trust
We understand the importance of ensuring investments are aligned with the trust’s goals and values. We will establish where things stand now and where they need to be in the future, then carefully plan the route to success – carefully and actively managing the process from beginning to end.
Stephen Claus – Charity Law Specialist at Group IFA
Stephen began his career as an administrator with the DWP. After around 10 years, he transitioned into private practice to qualify as a Solicitor. Shortly after qualifying, he joined the Government Legal Service and was posted to the Charity Commission as an in-house lawyer. He became the lead lawyer in the first prosecution of two trustees under the then-new powers introduced in 1995. He remained with the Charity Commission for 14 years.
On leaving the Commission, Stephen became Head of Charity at what was then known as Martineau Johnson, a large commercial legal practice in Birmingham. During this time, he also served as Assistant Diocesan Registrar to Bishop David Urquhart.
The turnover of the legal charity practice which Stephen had built, grew 6 times during his time at Brabners. He delivered trustee training and served as a member of the University of Liverpool’s Charity Law Unit external advisory panel, alongside High Court Judges and senior members of the Bar.
Stephen has been ranked first in the North West for many years by The Legal 500. He has advised on both secular charity law and ecclesiastical law, covering matters for the Anglican and Roman Catholic Churches. He has also been sought after by many Eastern religious charities for his legal expertise.
In April 2022, Stephen became a consultant to Rosebridge. He has provided a number of useful documents relating to charities and trusts, which you may find helpful. See links below:
- Charities within England and Wales
- What is a charitable purpose?
- Duties of Directors of a company
- Types of Charity Structure
- Charity trustees and investment -ESG
- Charity Act 2022 Phase 2 Implementation
- Charity Trustees – am I personally financially safe?
- Charity and the Law in 2023
- Charity: Trouble at Mill?
- The Charities Act 2022
- Charities: More to know about financial difficulties
Rosebridge® is a trading style of IFA (North) LLP, Pro Sport® Wealth Management Ltd, Stonebridge Wealth Management Ltd and Independent Financial Advisor Ltd. IFA (North) LLP, Pro Sport® Wealth Management Ltd and Stonebridge Wealth Management Ltd are all appointed representatives of Independent Financial Advisor Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No 05246224. Registered address: The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.
Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Conduct Authority does not regulate Wills, Trusts, Tax and Estate Planning and Cashflow Modelling.
If you wish to register a complaint, please contact us:
- In writing to Rosebridge, The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.
- By phone on 01204 300010.
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.
Email: info@financial-ombudsman.org.uk Website: www.financial-ombudsman.org.uk
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