Cazenove Capital, Mills & Reeve and Gravita

Oxford Charity Trustee & Executive Update 2026

Join us for an afternoon of insight, sector updates and networking.

 

Cazenove Capital, Mills & Reeve and Gravita are delighted to invite you to an informative afternoon designed for charity trustees, executives and those involved in the charity and not-for-profit sector.

With the charity landscape continuing to evolve, staying up to date with the latest regulatory developments, investment considerations and tax opportunities is more important than ever.

Bringing together expertise from across the sector, our speakers will share valuable insights and practical guidance to help you navigate the challenges and opportunities facing charitable organisations today.

Please feel free to forward this invitation to fellow trustees or colleagues who may also benefit from attending, we hope to see you there.

Spaces are limited, so register today to secure your place with the link below.

 

The afternoon will also provide an opportunity to ask questions, share experiences and connect with fellow trustees and professionals over lunch and refreshments.

 

📍Where to find the event:

 

Agenda

  • 12:30pm Registration, lunch and networking
  • 1:35pm Sarah Williams, Mills & Reeve: The State of the Sector: Charity Law and Regulatory Update
  • 2:05pm Tom Holbrook & Lauren Sinclair, Cazenove Capital: Charities Investment Update
  • 2:35pm Coffee break
  • 3:05pm David Gage, Gravita: VAT for Charities: Are You Paying More Than You Need To?
  • 3:40pm Q&A followed by networking

Date:  Thursday 5th November, 2026

Time:  12:30pm - 5:00pm

Registration is required by using the button below. After registering, you will receive a confirmation email containing information about the event.

By signing up to this event, you agree to share your data with Gravita, Cazenove and Mills&Reeve for the purpose of organising the event.

Speakers: 

David Gage

David Gage

Partner, VAT

With more than 20 years of professional experience, including over a decade specialising in VAT, David combines deep technical expertise with a commercially focused, solutions-driven approach shaped by his early career in management consulting. He has worked across multiple jurisdictions, advising on complex supply chains and helping organisations grow, operate efficiently and expand into new markets.

David acts as a trusted adviser and critical friend to his clients, supporting them to remain fully VAT compliant while identifying opportunities to optimise outcomes. His core sector expertise includes property and construction, financial services, and international goods and services, particularly where cross-border, digital or multi-jurisdictional VAT issues arise. He is especially experienced in helping international businesses establish and scale UK operations, providing practical, commercially grounded advice from day one.

David advises on high-value transactions and complex VAT treatments, and supports clients through HMRC enquiries and audits, helping them manage risk and resolve issues efficiently. He has provided expert VAT opinion in VAT litigation and is regularly cited by the national press on tax matters.

Known for bringing clarity to complex VAT issues, David enables businesses to make confident, commercially sound decisions and is valued by clients as a trusted long-term partner.

Speak to David

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