Will tax changes create untenable operating expenses for schools? Will a removal of charitable status close the door to future funding? Will these changes cause more parents to rethink their children’s private school journey? How can schools plug gaps in funding? Are there opportunities to reduce costs through a business rates review?

In the face of these potential changes, many schools need direction on
what they can do to protect themselves. During this webinar we will discuss how this can be done by considering the fundamentals of their structures, understanding what changes have come in, and assessing the likely scenarios going forward.

Additionally, for those wondering how they can best utilise any existing cash or investment reserves we will look at the effects of these changes on income solutions, and how to find a sustainable income to help ends meet.

Please join specialists from the Evelyn Partners business tax and investment teams who will look to provide information and direction to school bursars and governors concerned for how these changes will affect them.

Who should attend?

This webinar would be particularly of interest to school bursars and school governors. Please feel free to forward this invitation on to your colleagues and governors. We hope you can join us, and we look forward to seeing you on 28 June 2023.


Agenda overleaf...

  • 11:00 - 11:05 Welcome and introduction

    Caroline Gee, Head of Charity Business Development in England and Wales, Evelyn Partners Financial Planning Limited

  • 11:05 - 11:25 What is the future for Independent Schools’ tax status

    Zoe Thomas, Head of Real Estate, Evelyn Partners LLP Jon Archibald, Associate Director, Evelyn Partners LLP

  • 11:25 - 11:35 Navigating the 2023 Business Rates revaluation

    Colette Henshaw, Partner and Head of Business Rates, Evelyn Partners LLP

  • 11:35 - 11:45 Finding investment income under a changing economic regime

    Lydia Garratt, Investment manager, Evelyn Partners Investment Management LLP

  • 11:45 - 12:00

    Questions and Answers

Time & Location

11:00 - 12:00 GMT

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