[Tina Collins]

I Clerk on a self-employed basis for three Almshouse charities, and it has been a straightforward process for all concerned.

[Tina Collins]

We do not have direct experience of your situation, butwe had a warden who lived in the scheme, who we have now stopped using as a warden and reverted his residency to a license as this now brings the charity income and has reduced the warden costs.

[Tina Collins]

I’d recommend watching the webinar by William Clemeny, as it totally changed how we charge for the WMC. We also obtained Fair Rent Evaluations and have now moved our WMC to the Local Authority housing benefit rate, which will make a massive difference moving forward.

[Tina Collins]

Best to ask your local Council Tax team

[Tina Collins]

Thank you

[Tina Collins]

Thanks, William, for an extremely informative webinar and for sharing your templates, which we have now used and the trustees have adopted!
Once last question – how did you establish what could be included in the service charge in case our local HB office challenges us?

[Tina Collins]

I use Google drive with two of the charities I work with so that the trustees can access the latest version of any document with no sot to the charity.

[Tina Collins]

We are looking at our WMC now and adding a service charge and potentially a maintenance charge.
I would be most grateful if anyone is willing to share their templates etc.
clerk.feoffee.osm@gmail.com
Many thanks
Tina

[Tina Collins]

One of the charities I work with is starting to use Bowdens, who seem to have a large number of charities as clients and offer EOY accounts prep and/or Independent Examination, with reasonable fees.

[Tina Collins]

We are just about to start the process of looking at WMC + service charge so any template/guidance would be greatly appreciated.
Please send to clerk.feoffee.osm@gmail.com.
Thanks
Tina

[Tina Collins]

I’ve joined the chat as we have properties registered with the Custodian which we need to register with LR.

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