Join Katherine Wilkes, Audit Partner, and Sandy Cochrane, VAT Partner, from Gravita as they talk to Will Hobbs, Barclays head of UK Multi Asset Wealth, about the economic, accounting and VAT challenges facing charities and not-for-profit organisations.
Focusing on the recent Spring Statement, ongoing economic conflicts, and the impact of Trump, our speakers will dive into everything keeping charity Finance Directors and Trustees up at night. The webinar will include an economic update from Will Hobbs, who specialises in deciphering the world economy and markets to help clients find accessible and profitable ways forward. Our panel will also cover upcoming changes to accounting policies, including FRS102, that charities should start planning for now, and insights into the complexities of VAT, and VAT recovery opportunities.
Our panel of experts will bring you the latest developments within the charity and not for profit sectors and key areas to consider as you plan for the future.
📆 DATE: Thursday 22nd May 2025
⏰ TIME: 10am – 11am
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Meet the speakers
Katherine is a Partner in Audit and Assurance at Gravita. Having spent a large portion of her career with a Big Four firm before moving to a regional firm, she gained extensive experience in both the commercial and charitable sectors. Katherine specialises in charity and academy audits, and her diverse charity portfolio includes many Oxford colleges through to local, national and international charities.
Sandy is a VAT Partner at Gravita. She brings with her a wealth of experience in VAT, having spent more than 10 years in the industry before moving into practice 20 years ago. Sandy provides a holistic approach to advisory, seeking input from other service lines to advise her vast array of clients from OMBs to large multinational corporations and charities. Sandy has also been involved with advising a number of independent schools on the VAT accounting, presenting on this following the announcement last year on the application to VAT on certain school fees.
Will is the head of UK Multi-Asset Wealth Team for Barclays Private Bank and Wealth Management. He is a fellow of the Securities Institute and has close to 20 years of experience in the financial sector. Will leads the team focused on the core aspects of the Investment offering, setting the BUK Strategic Asset Allocation (SAA), Tactical Asset Allocation (TAA), Investment Philosophy and delivery of Investment content.
