
Charities reserves and strategic planning
Read our Charities team discussion of key considerations for charities in order to manage their reserve funds effectively and ensure financial sustainability.
Welcome to Price Bailey

Read our Charities team discussion of key considerations for charities in order to manage their reserve funds effectively and ensure financial sustainability.

We outline key points of end of life planning to consider when thinking about organising your personal affairs in preparation for when you pass away.

‘The biggest cash increase’ to the National Minimum Wage in over a decade has taken effect as of April 2024. Despite the benefits to workers whose wages will increase accordingly, GP practices are fearing that an increase in staff wages will not be met by a proportionate increase in funding for practices. Read our article to find out more.

Read our interview with Big Drop Brewing founder, Rob Fink, learn how we supported Panoramic Growth Equity on its investment.

Stay up-to-date with the latest updates and insights from our Strategic Corporate Finance team by reading our latest newsletters from our experts at Price Bailey.

In our roles as M&A advisors, we are often asked how ‘successful’ our previous deals have been and how to best guarantee success for our clients. In this article, we explore the idea of success further and consider why tracking success is as difficult a challenge as defining it in the first place.

New guidance was issued in August 2023 by the Charity Commission under CC14. Read our article to understand what changes have been made and how they may affect you.

This guide is designed for those considering or who have recently set up an Employee Ownership Trust (EOT) for their organisation.

As year-end approaches, read our article where we outline the key considerations that you should review ahead of time, as well as details of how we can assist.

In December 2020, HMRC quietly released a draft supplementary form (CT600L) to be completed by all companies claiming R&D tax relief

Read our article detailing how charity trustees can fulfil their duties and key considerations to avoid complications.
Following the announced extension and permanence of full expensing in the 2023 Autumn Statement, we provide up to date guidance on how full expensing works and its benefit to British businesses as well as details of any changes from the Spring Budget 2024.