Trustees 2021 Planning the Year

  • Date: 23 Feb 2021
  • Time: 19:00 - 20:30
  • Venue: Webinar, Hosted on Zoom, Join from any location, Use the link below

Smith & Williamson business advisers and Lester Aldridge solicitors present a webinar on the planning the year.

Charity Investment Team

Following a very challenging 2020, we all welcome the New Year, whatever it may bring. Undoubtedly, there will be considerable uncertainty emanating from ongoing Covid-19 restrictions and the impact of Brexit. However, it is clear that demand for all charity services will continue to rise and the challenges faced by charity trustees will continue to increase, not least of all in managing the finances and planning for the future.

Against this background, we believe it timely for Trustees to once again take stock of their duties. How are their duties currently interpreted by the Charity Commission and what are their legal responsibilities? How should they be applied, particularly in planning the year ahead in light of ongoing challenges and circumstances?

This webinar addresses these issues in a concise and enlightening manner, through a “Planning for the Year Ahead” Trustees’ meeting, followed by a question and answer session with our panel.

View the webinar below



17:00 - 18:30 


Rev. Dr. Gareth Sherwood

CEO of YMCA Bournemouth and Treasurer of The HealthBus Trust

Planning for the Year Ahead – Trustees Meeting

Introduced by Rev. Dr. Gareth Sherwood

Joined by panelists:

Greg Palfrey - Head of Advisory Consultancy
Smith & Williamson LLP
Geoff Trobridge - Charities Partner
Lester Aldridge LLP
Melia Hirst - Restructuring Partner
Lester Aldridge LLP

Meeting summary

Questions and Answers


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Greg Palfrey's Profile Photo

Greg Palfrey

National Head of Restructuring and Recovery - Partner

Restructuring and recovery services

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