Setting up a charity or social enterprise
Contract Review
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Setting up a charity or social enterprise
Getting started: finding your legal form
The Get Legal decision tool can start you on your journey to find the form that best fits your mission and vision. Following a short series of questions, the tool provides an indicator of an appropriate legal form and a few key aspects to help you make your decision.
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Letter to amend an employment contract
Letter confirming a change to an employee’s contract of employment. For organisations needing to document a change to an employee’s contract of employment which has been agreed with them.
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Notice of annual general meeting
For companies wanting to hold an annual general meeting.
-
Notice of first directors meeting
This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.
-
Notice of general meeting
For companies wanting to hold a general meeting of the members.
Data Protection
-
Data protection policy (GDPR-friendly for use after 25 May 2018)
Short-form data protection policy (note, this is not a privacy policy) for organisations that wish to develop a simple policy setting out its internal rules to comply with the upcoming General Data Protection Regulation.
Employment
-
For organisations wanting a short-form policy setting out appropriate use of social media by employees.
-
For organisations wanting a simple volunteer agreement. This document sets out the hopes and expectations of the individual and the organisation, without placing contractual obligations on either party. You should refer to our articles on employee, worker, self-employment and volunteer status for a brief overview.
-
Anti-harassment and bullying policy
For organisations wanting a simple anti-harassment and bullying policy confirming your commitment to preventing such behaviours in the workplace. This policy is not intended to set out the procedure for managing employees’ acts of discrimination, harassment and bullying.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
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Charity Volunteers explained
Q&A about volunteers - essential reading for all charities that work with volunteers.
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Conflicts of interest policy
For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.
-
For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.
-
Equal opportunities policy
For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.
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For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.
-
For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.
-
For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing.
-
Guide to English employment law
An overview of employment law in England and Wales.
-
For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met.
-
For organisations wanting a simple letter of secondment to issue to an employee being seconded within your organisation’s group of companies or to an external organisation on a temporary basis. This document is not intended to be used for permanent arrangements
-
Letter to amend an employment contract
Letter confirming a change to an employee’s contract of employment. For organisations needing to document a change to an employee’s contract of employment which has been agreed with them.
-
Letter confirming an offer of employment. For organisations wanting a letter offering employment following an interview, including appropriate conditions relating to references, right to work in the UK, medical fitness and qualifications.
-
For organisations wanting a secondment agreement to record agreed terms with an organisation which will be hosting an employee during a secondment on a temporary basis. This document is not intended to be used for permanent arrangements.
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
Governance
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Serious Incident Reporting Policy
Straightforward serious incident reporting policy that sets out what constitutes a serious incident as per the guidance issued by the Charity Commission.
-
Before starting a social enterprise
Q&As for people considering starting a social enterprise.
-
Introduction and link to the Charity Governance Code.
-
Q&A about charity tax. Guidance on avoiding the pitfalls and busting the myth that charities never have to pay any tax.
-
Checklist for general meeting
A checklist of the different requirements of organising and holding a general meeting.
-
Checklist for setting up and registering a charity
A checklist of the different stages to complete when setting up a charity.
-
Checklist of filing requirements
A checklist of the legal requirements surrounding the filing of documents and information for an organisation.
-
Conflicts of interest policy
For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.
-
For companies that wish to gain consent for holding a general meeting or annual general meeting without giving 14 or more days notice.
-
Guide to running a charitable company limited by guarantee
A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.
-
Making the relationship between the chair and the CEO work
For organisations that want some key tips on the relationship between the chair of the board and the CEO.
-
Notice of annual general meeting
For companies wanting to hold an annual general meeting.
-
Notice of first directors meeting
This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.
-
Notice of general meeting
For companies wanting to hold a general meeting of the members.
-
Pros and cons of charitable status
A guide for organisations which are considering registering as a charity
-
Protecting your social mission
A brief summary on options for protecting the social mission of an organisation.
-
For companies sending out notice of a general meeting or annual general meeting and needing help with the drafting a proxy form.
-
Setting up a charity – a guide to legal forms
A guide to the different legal forms available to charities.
-
Setting up a social enterprise - a guide to legal forms
A guide to the different legal forms available to social enterprises.
-
Setting up: governance structures and stakeholder involvement
A summary of common governance structures and ways organisations can involve stakeholders.
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
-
Template board role specification
Various template board roles specifications.
-
For companies wanting to pass a members’ resolution without holding a general meeting.
Guidance
-
Before starting a social enterprise
Q&As for people considering starting a social enterprise.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
Introduction and link to the Charity Governance Code.
-
Q&A about charity tax. Guidance on avoiding the pitfalls and busting the myth that charities never have to pay any tax.
-
Charity Trustees explained
What it means to be a trustee, with links to the Charity Commission guidance.
-
Charity Volunteers explained
Q&A about volunteers - essential reading for all charities that work with volunteers.
-
Checklist for general meeting
A checklist of the different requirements of organising and holding a general meeting.
-
Checklist for setting up and registering a charity
A checklist of the different stages to complete when setting up a charity.
-
Checklist of filing requirements
A checklist of the legal requirements surrounding the filing of documents and information for an organisation.
-
Guide for charities wishing to dispose of property
A short summary for charities wanting to understand the Charities Act requirements on disposing of charity property (whether freehold or leasehold) and practical guidance on how to satisfy those requirements.
-
Guide to English employment law
An overview of employment law in England and Wales.
-
Guide to running a charitable company limited by guarantee
A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.
-
Making the relationship between the chair and the CEO work
For organisations that want some key tips on the relationship between the chair of the board and the CEO.
-
Pros and cons of charitable status
A guide for organisations which are considering registering as a charity
-
Pros and cons of incorporation
A guide for unincorporated charities that are considering whether to incorporate as either a company limited by guarantee a charitable incoroprated organisation or a community benefit society.
-
Protecting your social mission
A brief summary on options for protecting the social mission of an organisation.
-
A brief summary of what it means to be unincorporated.
-
Setting up a charity – a guide to legal forms
A guide to the different legal forms available to charities.
-
Setting up a social enterprise - a guide to legal forms
A guide to the different legal forms available to social enterprises.
-
Setting up: governance structures and stakeholder involvement
A summary of common governance structures and ways organisations can involve stakeholders.
-
The cost of taking and running a lease
A short summary for charities or companies wanting to understand the potential costs to consider when entering into a new lease and the costs that will be incurred while renting property.
-
The differences between leases and licences and when to grant them
A short document for charities or companies wanting to understand the difference between leases or licences of property, whether in relation to their own occupation or grant of occupation to others.
-
Trademarks and brands for charities
Q&A about ways of protecting your brand, name and logo.
Incorporation
-
Before starting a social enterprise
Q&As for people considering starting a social enterprise.
-
Charity Trustees explained
What it means to be a trustee, with links to the Charity Commission guidance.
-
Checklist for general meeting
A checklist of the different requirements of organising and holding a general meeting.
-
Checklist for setting up and registering a charity
A checklist of the different stages to complete when setting up a charity.
-
Guide to running a charitable company limited by guarantee
A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.
-
Membership application form
For companies that wish to allow people to apply to be company law members.
-
Notice of annual general meeting
For companies wanting to hold an annual general meeting.
-
Notice of first directors meeting
This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.
-
Notice of general meeting
For companies wanting to hold a general meeting of the members.
-
Pros and cons of charitable status
A guide for organisations which are considering registering as a charity
-
Pros and cons of incorporation
A guide for unincorporated charities that are considering whether to incorporate as either a company limited by guarantee a charitable incoroprated organisation or a community benefit society.
-
For companies sending out notice of a general meeting or annual general meeting and needing help with the drafting a proxy form.
-
A brief summary of what it means to be unincorporated.
-
Setting up a charity – a guide to legal forms
A guide to the different legal forms available to charities.
-
Setting up a social enterprise - a guide to legal forms
A guide to the different legal forms available to social enterprises.
-
Setting up: governance structures and stakeholder involvement
A summary of common governance structures and ways organisations can involve stakeholders.
-
For companies wanting to pass a members’ resolution without holding a general meeting.
Policies
-
Data protection policy (GDPR-friendly for use after 25 May 2018)
Short-form data protection policy (note, this is not a privacy policy) for organisations that wish to develop a simple policy setting out its internal rules to comply with the upcoming General Data Protection Regulation.
-
Serious Incident Reporting Policy
Straightforward serious incident reporting policy that sets out what constitutes a serious incident as per the guidance issued by the Charity Commission.
-
For organisations wanting a short-form policy setting out appropriate use of social media by employees.
-
For organisations wanting a simple volunteer agreement. This document sets out the hopes and expectations of the individual and the organisation, without placing contractual obligations on either party. You should refer to our articles on employee, worker, self-employment and volunteer status for a brief overview.
-
Anti-harassment and bullying policy
For organisations wanting a simple anti-harassment and bullying policy confirming your commitment to preventing such behaviours in the workplace. This policy is not intended to set out the procedure for managing employees’ acts of discrimination, harassment and bullying.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
Conflicts of interest policy
For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.
-
For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.
-
Equal opportunities policy
For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.
-
For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.
-
For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.
-
For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing.
-
For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met.
-
For organisations wanting a simple letter of secondment to issue to an employee being seconded within your organisation’s group of companies or to an external organisation on a temporary basis. This document is not intended to be used for permanent arrangements
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
-
Trademarks and brands for charities
Q&A about ways of protecting your brand, name and logo.
Property
-
Guide for charities wishing to dispose of property
A short summary for charities wanting to understand the Charities Act requirements on disposing of charity property (whether freehold or leasehold) and practical guidance on how to satisfy those requirements.
-
For organisations that wish to take or grant a licence for office or desk space on a short term and flexible basis.
-
The cost of taking and running a lease
A short summary for charities or companies wanting to understand the potential costs to consider when entering into a new lease and the costs that will be incurred while renting property.
-
The differences between leases and licences and when to grant them
A short document for charities or companies wanting to understand the difference between leases or licences of property, whether in relation to their own occupation or grant of occupation to others.
Staff Handbook
-
For organisations wanting a short-form policy setting out appropriate use of social media by employees.
-
Anti-harassment and bullying policy
For organisations wanting a simple anti-harassment and bullying policy confirming your commitment to preventing such behaviours in the workplace. This policy is not intended to set out the procedure for managing employees’ acts of discrimination, harassment and bullying.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.
-
Equal opportunities policy
For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.
-
For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.
-
For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.
-
For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing.
-
For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met.
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
Running a charity
Contract Review
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Document finder: which legal essentials does your charity need?
Our document finding tool will help you to pinpoint exactly what legal essentials your charity needs. Many of the documents you’ll need are available here on Get Legal, but we’ve also included links to external resources, to help ensure your charity stays compliant.
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Agreement to opt out of maximum weekly working time
For organisations wanting an agreement, in the form of a letter, for an employee to opt out of the average 48 hour week, in accordance with regulations 4 and 5 of the Working Time Regulations 1998.
-
Letter to amend an employment contract
Letter confirming a change to an employee’s contract of employment. For organisations needing to document a change to an employee’s contract of employment which has been agreed with them.
-
Notice of annual general meeting
For companies wanting to hold an annual general meeting.
-
Notice of first directors meeting
This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.
-
Notice of general meeting
For companies wanting to hold a general meeting of the members.
Data Protection
-
Data protection policy (GDPR-friendly for use after 25 May 2018)
Short-form data protection policy (note, this is not a privacy policy) for organisations that wish to develop a simple policy setting out its internal rules to comply with the upcoming General Data Protection Regulation.
Employment
-
For organisations wanting a short-form policy setting out appropriate use of social media by employees.
-
For organisations wanting a simple volunteer agreement. This document sets out the hopes and expectations of the individual and the organisation, without placing contractual obligations on either party. You should refer to our articles on employee, worker, self-employment and volunteer status for a brief overview.
-
Agreement to opt out of maximum weekly working time
For organisations wanting an agreement, in the form of a letter, for an employee to opt out of the average 48 hour week, in accordance with regulations 4 and 5 of the Working Time Regulations 1998.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
Charity Volunteers explained
Q&A about volunteers - essential reading for all charities that work with volunteers.
-
Conflicts of interest policy
For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.
-
For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.
-
Equal opportunities policy
For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.
-
For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.
-
For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.
-
For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing.
-
Guide to English employment law
An overview of employment law in England and Wales.
-
For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met.
-
For organisations wanting a simple letter of secondment to issue to an employee being seconded within your organisation’s group of companies or to an external organisation on a temporary basis. This document is not intended to be used for permanent arrangements
-
Letter to amend an employment contract
Letter confirming a change to an employee’s contract of employment. For organisations needing to document a change to an employee’s contract of employment which has been agreed with them.
-
Letter confirming an offer of employment. For organisations wanting a letter offering employment following an interview, including appropriate conditions relating to references, right to work in the UK, medical fitness and qualifications.
-
For organisations wanting a secondment agreement to record agreed terms with an organisation which will be hosting an employee during a secondment on a temporary basis. This document is not intended to be used for permanent arrangements.
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
Governance
-
Campaigning and Elections Guidance
Bespoke guidance for charities on the regulation of their campaigning activities, based on responses to questions about their legal structure, governance and campaign plans.
-
Introduction and link to the Charity Governance Code.
-
Q&A about charity tax. Guidance on avoiding the pitfalls and busting the myth that charities never have to pay any tax.
-
Checklist for general meeting
A checklist of the different requirements of organising and holding a general meeting.
-
Checklist for setting up and registering a charity
A checklist of the different stages to complete when setting up a charity.
-
Checklist of filing requirements
A checklist of the legal requirements surrounding the filing of documents and information for an organisation.
-
Conflicts of interest policy
For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.
-
For companies that wish to gain consent for holding a general meeting or annual general meeting without giving 14 or more days notice.
-
Guide to running a charitable company limited by guarantee
A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.
-
Making the relationship between the chair and the CEO work
For organisations that want some key tips on the relationship between the chair of the board and the CEO.
-
Notice of annual general meeting
For companies wanting to hold an annual general meeting.
-
Notice of first directors meeting
This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.
-
Notice of general meeting
For companies wanting to hold a general meeting of the members.
-
Pros and cons of charitable status
A guide for organisations which are considering registering as a charity
-
Protecting your social mission
A brief summary on options for protecting the social mission of an organisation.
-
For companies sending out notice of a general meeting or annual general meeting and needing help with the drafting a proxy form.
-
Setting up a charity – a guide to legal forms
A guide to the different legal forms available to charities.
-
Setting up a social enterprise - a guide to legal forms
A guide to the different legal forms available to social enterprises.
-
Setting up: governance structures and stakeholder involvement
A summary of common governance structures and ways organisations can involve stakeholders.
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
-
Template board role specification
Various template board roles specifications.
-
For companies wanting to pass a members’ resolution without holding a general meeting.
Guidance
-
Campaigning and Elections Guidance
Bespoke guidance for charities on the regulation of their campaigning activities, based on responses to questions about their legal structure, governance and campaign plans.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
Introduction and link to the Charity Governance Code.
-
Q&A about charity tax. Guidance on avoiding the pitfalls and busting the myth that charities never have to pay any tax.
-
Charity Trustees explained
What it means to be a trustee, with links to the Charity Commission guidance.
-
Charity Volunteers explained
Q&A about volunteers - essential reading for all charities that work with volunteers.
-
Checklist for general meeting
A checklist of the different requirements of organising and holding a general meeting.
-
Checklist for setting up and registering a charity
A checklist of the different stages to complete when setting up a charity.
-
Checklist of filing requirements
A checklist of the legal requirements surrounding the filing of documents and information for an organisation.
-
Guide for charities wishing to dispose of property
A short summary for charities wanting to understand the Charities Act requirements on disposing of charity property (whether freehold or leasehold) and practical guidance on how to satisfy those requirements.
-
Guide to English employment law
An overview of employment law in England and Wales.
-
Guide to running a charitable company limited by guarantee
A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.
-
Making the relationship between the chair and the CEO work
For organisations that want some key tips on the relationship between the chair of the board and the CEO.
-
Pros and cons of charitable status
A guide for organisations which are considering registering as a charity
-
Pros and cons of incorporation
A guide for unincorporated charities that are considering whether to incorporate as either a company limited by guarantee a charitable incoroprated organisation or a community benefit society.
-
Protecting your social mission
A brief summary on options for protecting the social mission of an organisation.
-
Setting up a charity – a guide to legal forms
A guide to the different legal forms available to charities.
-
Setting up a social enterprise - a guide to legal forms
A guide to the different legal forms available to social enterprises.
-
Setting up: governance structures and stakeholder involvement
A summary of common governance structures and ways organisations can involve stakeholders.
-
The cost of taking and running a lease
A short summary for charities or companies wanting to understand the potential costs to consider when entering into a new lease and the costs that will be incurred while renting property.
-
The differences between leases and licences and when to grant them
A short document for charities or companies wanting to understand the difference between leases or licences of property, whether in relation to their own occupation or grant of occupation to others.
-
Trademarks and brands for charities
Q&A about ways of protecting your brand, name and logo.
Incorporation
-
Charity Trustees explained
What it means to be a trustee, with links to the Charity Commission guidance.
-
Checklist for general meeting
A checklist of the different requirements of organising and holding a general meeting.
-
Checklist for setting up and registering a charity
A checklist of the different stages to complete when setting up a charity.
-
Guide to running a charitable company limited by guarantee
A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.
-
Membership application form
For companies that wish to allow people to apply to be company law members.
-
Notice of annual general meeting
For companies wanting to hold an annual general meeting.
-
Notice of first directors meeting
This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.
-
Notice of general meeting
For companies wanting to hold a general meeting of the members.
-
Pros and cons of charitable status
A guide for organisations which are considering registering as a charity
-
Pros and cons of incorporation
A guide for unincorporated charities that are considering whether to incorporate as either a company limited by guarantee a charitable incoroprated organisation or a community benefit society.
-
For companies sending out notice of a general meeting or annual general meeting and needing help with the drafting a proxy form.
-
Setting up a charity – a guide to legal forms
A guide to the different legal forms available to charities.
-
Setting up a social enterprise - a guide to legal forms
A guide to the different legal forms available to social enterprises.
-
Setting up: governance structures and stakeholder involvement
A summary of common governance structures and ways organisations can involve stakeholders.
-
For companies wanting to pass a members’ resolution without holding a general meeting.
Policies
-
Data protection policy (GDPR-friendly for use after 25 May 2018)
Short-form data protection policy (note, this is not a privacy policy) for organisations that wish to develop a simple policy setting out its internal rules to comply with the upcoming General Data Protection Regulation.
-
For organisations wanting a short-form policy setting out appropriate use of social media by employees.
-
For organisations wanting a simple volunteer agreement. This document sets out the hopes and expectations of the individual and the organisation, without placing contractual obligations on either party. You should refer to our articles on employee, worker, self-employment and volunteer status for a brief overview.
-
Agreement to opt out of maximum weekly working time
For organisations wanting an agreement, in the form of a letter, for an employee to opt out of the average 48 hour week, in accordance with regulations 4 and 5 of the Working Time Regulations 1998.
-
Campaigning and Elections Guidance
Bespoke guidance for charities on the regulation of their campaigning activities, based on responses to questions about their legal structure, governance and campaign plans.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
Conflicts of interest policy
For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.
-
For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.
-
Equal opportunities policy
For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.
-
For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.
-
For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.
-
For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing.
-
For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met.
-
For organisations wanting a simple letter of secondment to issue to an employee being seconded within your organisation’s group of companies or to an external organisation on a temporary basis. This document is not intended to be used for permanent arrangements
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
-
Trademarks and brands for charities
Q&A about ways of protecting your brand, name and logo.
Property
-
Guide for charities wishing to dispose of property
A short summary for charities wanting to understand the Charities Act requirements on disposing of charity property (whether freehold or leasehold) and practical guidance on how to satisfy those requirements.
-
For organisations that wish to take or grant a licence for office or desk space on a short term and flexible basis.
-
The cost of taking and running a lease
A short summary for charities or companies wanting to understand the potential costs to consider when entering into a new lease and the costs that will be incurred while renting property.
-
The differences between leases and licences and when to grant them
A short document for charities or companies wanting to understand the difference between leases or licences of property, whether in relation to their own occupation or grant of occupation to others.
Staff Handbook
-
For organisations wanting a short-form policy setting out appropriate use of social media by employees.
-
Agreement to opt out of maximum weekly working time
For organisations wanting an agreement, in the form of a letter, for an employee to opt out of the average 48 hour week, in accordance with regulations 4 and 5 of the Working Time Regulations 1998.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.
-
Equal opportunities policy
For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.
-
For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.
-
For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.
-
For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing.
-
For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met.
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
Running a social enterprise
Contract Review
-
Agreement to opt out of maximum weekly working time
For organisations wanting an agreement, in the form of a letter, for an employee to opt out of the average 48 hour week, in accordance with regulations 4 and 5 of the Working Time Regulations 1998.
-
Letter to amend an employment contract
Letter confirming a change to an employee’s contract of employment. For organisations needing to document a change to an employee’s contract of employment which has been agreed with them.
-
Notice of annual general meeting
For companies wanting to hold an annual general meeting.
-
Notice of first directors meeting
This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.
-
Notice of general meeting
For companies wanting to hold a general meeting of the members.
Data Protection
-
Data protection policy (GDPR-friendly for use after 25 May 2018)
Short-form data protection policy (note, this is not a privacy policy) for organisations that wish to develop a simple policy setting out its internal rules to comply with the upcoming General Data Protection Regulation.
Employment
-
For organisations wanting a short-form policy setting out appropriate use of social media by employees.
-
For organisations wanting a simple volunteer agreement. This document sets out the hopes and expectations of the individual and the organisation, without placing contractual obligations on either party. You should refer to our articles on employee, worker, self-employment and volunteer status for a brief overview.
-
Agreement to opt out of maximum weekly working time
For organisations wanting an agreement, in the form of a letter, for an employee to opt out of the average 48 hour week, in accordance with regulations 4 and 5 of the Working Time Regulations 1998.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
Charity Volunteers explained
Q&A about volunteers - essential reading for all charities that work with volunteers.
-
Conflicts of interest policy
For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.
-
For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.
-
Equal opportunities policy
For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.
-
For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.
-
For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.
-
For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing.
-
Guide to English employment law
An overview of employment law in England and Wales.
-
For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met.
-
For organisations wanting a simple letter of secondment to issue to an employee being seconded within your organisation’s group of companies or to an external organisation on a temporary basis. This document is not intended to be used for permanent arrangements
-
Letter to amend an employment contract
Letter confirming a change to an employee’s contract of employment. For organisations needing to document a change to an employee’s contract of employment which has been agreed with them.
-
Letter confirming an offer of employment. For organisations wanting a letter offering employment following an interview, including appropriate conditions relating to references, right to work in the UK, medical fitness and qualifications.
-
For organisations wanting a secondment agreement to record agreed terms with an organisation which will be hosting an employee during a secondment on a temporary basis. This document is not intended to be used for permanent arrangements.
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
Governance
-
Checklist for general meeting
A checklist of the different requirements of organising and holding a general meeting.
-
Checklist for setting up and registering a charity
A checklist of the different stages to complete when setting up a charity.
-
Checklist of filing requirements
A checklist of the legal requirements surrounding the filing of documents and information for an organisation.
-
Conflicts of interest policy
For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.
-
For companies that wish to gain consent for holding a general meeting or annual general meeting without giving 14 or more days notice.
-
Guide to running a charitable company limited by guarantee
A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.
-
Making the relationship between the chair and the CEO work
For organisations that want some key tips on the relationship between the chair of the board and the CEO.
-
Notice of annual general meeting
For companies wanting to hold an annual general meeting.
-
Notice of first directors meeting
This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.
-
Notice of general meeting
For companies wanting to hold a general meeting of the members.
-
Pros and cons of charitable status
A guide for organisations which are considering registering as a charity
-
Protecting your social mission
A brief summary on options for protecting the social mission of an organisation.
-
For companies sending out notice of a general meeting or annual general meeting and needing help with the drafting a proxy form.
-
Setting up a charity – a guide to legal forms
A guide to the different legal forms available to charities.
-
Setting up a social enterprise - a guide to legal forms
A guide to the different legal forms available to social enterprises.
-
Setting up: governance structures and stakeholder involvement
A summary of common governance structures and ways organisations can involve stakeholders.
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
-
Template board role specification
Various template board roles specifications.
-
For companies wanting to pass a members’ resolution without holding a general meeting.
Guidance
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
Charity Volunteers explained
Q&A about volunteers - essential reading for all charities that work with volunteers.
-
Checklist for general meeting
A checklist of the different requirements of organising and holding a general meeting.
-
Checklist for setting up and registering a charity
A checklist of the different stages to complete when setting up a charity.
-
Checklist of filing requirements
A checklist of the legal requirements surrounding the filing of documents and information for an organisation.
-
Guide for charities wishing to dispose of property
A short summary for charities wanting to understand the Charities Act requirements on disposing of charity property (whether freehold or leasehold) and practical guidance on how to satisfy those requirements.
-
Guide to English employment law
An overview of employment law in England and Wales.
-
Guide to running a charitable company limited by guarantee
A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.
-
Making the relationship between the chair and the CEO work
For organisations that want some key tips on the relationship between the chair of the board and the CEO.
-
Pros and cons of charitable status
A guide for organisations which are considering registering as a charity
-
Pros and cons of incorporation
A guide for unincorporated charities that are considering whether to incorporate as either a company limited by guarantee a charitable incoroprated organisation or a community benefit society.
-
Protecting your social mission
A brief summary on options for protecting the social mission of an organisation.
-
Setting up a charity – a guide to legal forms
A guide to the different legal forms available to charities.
-
Setting up a social enterprise - a guide to legal forms
A guide to the different legal forms available to social enterprises.
-
Setting up: governance structures and stakeholder involvement
A summary of common governance structures and ways organisations can involve stakeholders.
-
The cost of taking and running a lease
A short summary for charities or companies wanting to understand the potential costs to consider when entering into a new lease and the costs that will be incurred while renting property.
-
The differences between leases and licences and when to grant them
A short document for charities or companies wanting to understand the difference between leases or licences of property, whether in relation to their own occupation or grant of occupation to others.
Incorporation
-
Checklist for general meeting
A checklist of the different requirements of organising and holding a general meeting.
-
Checklist for setting up and registering a charity
A checklist of the different stages to complete when setting up a charity.
-
Guide to running a charitable company limited by guarantee
A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.
-
Membership application form
For companies that wish to allow people to apply to be company law members.
-
Notice of annual general meeting
For companies wanting to hold an annual general meeting.
-
Notice of first directors meeting
This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.
-
Notice of general meeting
For companies wanting to hold a general meeting of the members.
-
Pros and cons of charitable status
A guide for organisations which are considering registering as a charity
-
Pros and cons of incorporation
A guide for unincorporated charities that are considering whether to incorporate as either a company limited by guarantee a charitable incoroprated organisation or a community benefit society.
-
For companies sending out notice of a general meeting or annual general meeting and needing help with the drafting a proxy form.
-
Setting up a charity – a guide to legal forms
A guide to the different legal forms available to charities.
-
Setting up a social enterprise - a guide to legal forms
A guide to the different legal forms available to social enterprises.
-
Setting up: governance structures and stakeholder involvement
A summary of common governance structures and ways organisations can involve stakeholders.
-
For companies wanting to pass a members’ resolution without holding a general meeting.
Policies
-
Data protection policy (GDPR-friendly for use after 25 May 2018)
Short-form data protection policy (note, this is not a privacy policy) for organisations that wish to develop a simple policy setting out its internal rules to comply with the upcoming General Data Protection Regulation.
-
For organisations wanting a short-form policy setting out appropriate use of social media by employees.
-
For organisations wanting a simple volunteer agreement. This document sets out the hopes and expectations of the individual and the organisation, without placing contractual obligations on either party. You should refer to our articles on employee, worker, self-employment and volunteer status for a brief overview.
-
Agreement to opt out of maximum weekly working time
For organisations wanting an agreement, in the form of a letter, for an employee to opt out of the average 48 hour week, in accordance with regulations 4 and 5 of the Working Time Regulations 1998.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
Conflicts of interest policy
For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.
-
For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.
-
Equal opportunities policy
For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.
-
For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.
-
For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.
-
For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing.
-
For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met.
-
For organisations wanting a simple letter of secondment to issue to an employee being seconded within your organisation’s group of companies or to an external organisation on a temporary basis. This document is not intended to be used for permanent arrangements
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.
Property
-
Guide for charities wishing to dispose of property
A short summary for charities wanting to understand the Charities Act requirements on disposing of charity property (whether freehold or leasehold) and practical guidance on how to satisfy those requirements.
-
For organisations that wish to take or grant a licence for office or desk space on a short term and flexible basis.
-
The cost of taking and running a lease
A short summary for charities or companies wanting to understand the potential costs to consider when entering into a new lease and the costs that will be incurred while renting property.
-
The differences between leases and licences and when to grant them
A short document for charities or companies wanting to understand the difference between leases or licences of property, whether in relation to their own occupation or grant of occupation to others.
Staff Handbook
-
For organisations wanting a short-form policy setting out appropriate use of social media by employees.
-
Agreement to opt out of maximum weekly working time
For organisations wanting an agreement, in the form of a letter, for an employee to opt out of the average 48 hour week, in accordance with regulations 4 and 5 of the Working Time Regulations 1998.
-
For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.
-
For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.
-
Equal opportunities policy
For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.
-
For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.
-
For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.
-
For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing.
-
For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met.
-
Staff Handbook of Policies
A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.