Board training

Charity Training Courses

Our specialist charities team works closely with a number of charitable and third sector organisations across South Wales. We arrange training courses to help clients and non-clients ensure that their trustees and staff are kept up-to-date on key financial issues.

Our current training courses are:

Course 1: Trustees’ roles and responsibilities

Trustees and Committee members play a very important role within a charity. This course looks at the specific roles, tasks and responsibilities of charity trustees.

Course 2: Risk management

Like all other businesses, charities must review their risks and plan how they will manage those risks. This course outlines the basic principles and strategies that can be applied to help charities assess and manage their risks.

Course 3: Trading subsidiaries

This course looks at how charities may engage in trading. It explains the different trading vehicles, looks at when a trading company should be established and outlines what activities they can carry out.

Course 4: Governance

Good governance is essential for any charity; this course explains the principles of good governance and provides detailed guidance on managing charities’ resources and risk.

Course 5: Understanding accounts/accounts made easy

This course provides a guide to charity accounts specifically for the non-accountant which is aimed at trustees and committee members to help them understand the accounts.

Course 6: Making the most of your trustees report

The Trustee’s annual report can be a valuable opportunity to give donors a greater insight into the work of your charity. This course looks at how the report can be used as a marketing tool to make a real impact for your charity.

Course 7: Budgets and cash flows

One of the key features of a well-run charity is to have a budget for income and expenditure over a given period. This course looks at how to prepare the budgets and how these become cash-flow forecasts, and how to monitor budgets on an on-going basis.

Course 8: Incorporation of an unincorporated charity

Trusts and unincorporated charities do not benefit from the limited liability enjoyed by incorporated charities. This course considers the advantages and disadvantages of incorporating a charity and the process of incorporation.

Course 9: VAT and charities

Charities are generally subject to the same VAT as any other organisations. There are a number of VAT reliefs and exemptions that are available to charities that meet certain conditions and restrictions. This course looks at the VAT reliefs available to charities, the advantages and disadvantages of VAT registration and the sorts of activities that are subject to VAT.

Booking or more information

Costs: The first course is free then any additional courses are charged at £200 plus VAT regardless of the numbers of delegates. To book onto any of our training courses or for more information please contact us.

Charity and non profit

Bevan Buckland are proud to work with many of Wales’ leading charities and not for profit organisations.

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Charity training courses

Training to ensure Trustees and staff are kept up-to-date on key financial issues.

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Trustees required

We are happy to promote Trustee vacancies here and also within our regular Charity Newsletter.

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Forming a charity

We can help you through the process of picking the right type of charity for you.

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Independent examination reports

Bevan & Buckland can act as independent examiner or auditor.

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Advice on trading subsidiaries

Ensuring a training subsidiary is set up properly is critical.

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Setting up a social enterprise

We act for many different social enterprises, from incorporated trust through to charities.

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Had a great consultation with Harry on Tuesday morning, couldn't have wished for a better start to a great working relationship as I certainly will be using these guys' services in the future. Very professional from the moment we walked in , we were greeted warmly by the lovely receptionist Natasha and didn't wait long for our meeting to start at all, couldn't recommend these folks enough!
Caitlin Cooze
Caitlin Cooze
14:01 09 Aug 19
This is one of the largest accountancy offices in South West Wales with a history spanning over 100 years. This team of dedicated professionals certainly know what they are doing; in fact in my opinion they are the best practice in South West Wales by far. They've provided advice and support to my businesses over many years and despite their size, they still ensure immediate and personal access to the right people when advice or consultation is needed. Harri Lloyd Davies is one of the best in the business.
Laurence Winmill
Laurence Winmill
08:42 06 Dec 18
After using a few different accountancy firms, I must say; Bevan Buckland are head and shoulders above all of my experience. Genuine people who always have my business's interests at heart! Completely guided me through Making Tax Digital ready for April 2019.Cannot recommend them enough.
Jonathan Mayne
Jonathan Mayne
15:56 22 Nov 18
I would not hesitate in recommending Bevan And Buckland if you are looking for an accounting firm. Kristian is a real asset to the company and has made our transition across to them seamless. Kristian listened to the brief provided and has acted accordingly providing endless support from start to finish.
Sarah Draper
Sarah Draper
21:40 24 Oct 17
Moving our business to Bevan & Buckland was like a breath of fresh air. Their accounts team are so friendly and approachable, easy to communicate with and easy to understand! They have a very efficient operation there, backed by a great understanding and use of available technology. This is important to us as it helps us to be more efficient with our accounting and leads to lower costs. I would highly recommend Bevan and Buckland's services to any business.
Simon Toft
Simon Toft
12:29 30 Mar 17
Bevan Buckland LLP rated 1 of the 3 Top Accountants in Swansea