Date:
Time:10.30am to 3.30pm (registration & coffee from 10.00am to 10.30am)
Venue:Loughborough Grammar School, Burton Walks, Loughborough, LE11 2DU
Contact:Pat Way pway@vwl.co.uk
Tel:0117 314 5216
Cost:£110 per person inc vat

Capital projects seminar for independent schools

A 'must' for Heads, Bursars, Governors and all those involved in the planning and management of capital.


Introduction

Are your Governors planning a major capital project?

  • Constructing new sports facilities or performing arts centre?
  • Constructing a new boarding or day house or teaching block?
  • Refurbishing and/or re-developing existing facilities and premises?

Veale Wasbrough’s Schools team invite you to attend a seminar which will address the legal, tax and practical opportunities and pitfalls involved in a capital project from start to finish.


Seminar synopsis

  • Initial planning and fundraising for a capital project: charity law aspects of fundraising for specific projects; drafting appeal documents; charity structures; permanent endowment; Trustee duties and responsibilities and grant applications.
  • Financing the project: banking law and practice; charity law aspects of charging property and securing commercial funding.
  • Building the project: property, planning and construction aspects.
  • VAT and taxation issues.
  • Making best use of the school’s asset: charities, trading and taxation; contractual issues and liabilities.

The seminar will incorporate a detailed case study and there will be the opportunity for discussion and questions.

 


Our speakers will cover the topics below:

Stephen Brooks and Aimee Kneebone - Abbey UK Corporate Banking

  • "Strength & depth"

Simon Linnitt - Partner, Veale Wasbrough Property Team

  • Acquisitions and disposals of charity land and buildings
  • Benefits of voluntary first registration
  • Property due diligence ahead of the project

Huw Morgan - Partner, Veale Wasbrough Construction Team

  • Legal aspects of the construction process
  • Risk allocation
  • Warranties and bonds
  • Insolvency protection
  • Dispute avoidance

Barney Northover - Partner, Veale Wasbrough Schools Team

  • Charity considerations
  • Permanent endowment pitfalls
  • Points to watch on fundraising
  • Non-charitable trading and arms length requirements
  • Public benefit opportunities

Nigel Moore - Horwarth Clark Whitehill LLP

  • VAT recovering and planning 

Giles Vallis - NVB Architects

  • How to instruct your design team
  • Design issues and considerations
  • Practical guidance to contract management


Payment

Cheque: Please complete the online booking form and send your cheque for £110 (inc vat) to Pat Way, Veale Wasbrough Lawyers, Orchard Court, Orchard Lane, Bristol, BS1 5WS . Cheques should be made payable to 'Veale Wasbrough Lawyers'.

Credit/debit card: Please call Pat Way on 0117 314 5216 to make your payment over the telephone.

Cancellation policy - Refunds can only be made for cancellations received more than 10 working days before the seminar date. If a cancellation is made after this time you will still receive a copy of the notes or you may send a colleague in your place.


Schools Legal Ezines

The Schools Team publishes periodic email bulletins to update you on current legal and practical topics which may affect the day-to-day running of your school. If you would like to be included on our e-mailing list, please email Pat Way at pway@vwl.co.uk.