1. Becoming a CIO Liz Brownsell
Co-Head of Charities and Social Enterprise

2. Why incorporate? Separate legal personality
Holds own assets / contracts
Limited liability

3. Are there disadvantages?
Costs of incorporation
Resource required for process
Change of registered number

4. Legal process: overview
Legal audit
Check powers
Form CIO
TUPE process
Draft documents
Approvals
Consents
Effect transfer
Close old charity

5. Incorporation will not affect:
Need for property management / maintenance
Importance of appropriate insurance
Duties of charity trustees
Personal liability for breach of trust / duties

6. Birketts’ Fixed Fee Service