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Development Trust Association Structuring for Success David Alcock 9 th  December 2009
Where are we going today? ,[object Object],[object Object],[object Object],[object Object]
Who’s he? ,[object Object],[object Object],[object Object],[object Object]
Governance is … ,[object Object],[object Object],[object Object],[object Object]
Legal structure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Choosing the right vehicle ,[object Object],[object Object],[object Object]
Where do you want to go? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where do you want to go? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What are the options? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What are the options? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What are the options? ,[object Object],[object Object],[object Object]
What are the possibilities? ,[object Object],[object Object],[object Object],[object Object],[object Object]
What are the possibilities? ,[object Object],[object Object],[object Object],[object Object]
Don’t worry about labels ,[object Object],[object Object],[object Object],[object Object],[object Object]
Company Limited by Guarantee  (1) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Company Limited by Guarantee  (2) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Company Limited by Guarantee  (3) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Industrial and Provident Society ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Industrial and Provident Society ,[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable Status ,[object Object],[object Object],[object Object],[object Object]
Charitable Status ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable Status ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Community Interest Companies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Community Interest Company ,[object Object],[object Object],[object Object]
Community Investment ,[object Object],[object Object],[object Object],[object Object]
Community Investment ,[object Object],[object Object],[object Object],[object Object],[object Object]
Unincorporated Associations ,[object Object],[object Object],[object Object],[object Object]
Unincorporated Associations ,[object Object],[object Object],[object Object],[object Object],[object Object]
More complex structures Case study 1: You are working with a Development Trust who wish to work with a private sector training provider to set up a new training base on their “patch”.  Both organisations would like a share of the profits if the new venture makes money.  The community are anxious not to lose control of the venture.
More complex structures ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
More complex structures Case study 2: You are working with a rural development trust who are interested in developing renewable energy.  They are considering how to shield the main Trust from the risk of the venture, and are also wondering how to raise finance and whether to work with a private sector partner.
More complex structures ,[object Object],[object Object],[object Object],[object Object],[object Object]
How do you make the choice? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How do you make the choice? ,[object Object],[object Object]
[object Object]
Structuring for Success Constitutions – what they’re for and what should be in them David Alcock 9 th  December 2009
What is a constitution for? ,[object Object],[object Object],[object Object],[object Object],[object Object]
What is a constitution for? ,[object Object],[object Object],[object Object],[object Object]
The key elements of a constitution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The key elements of a constitution ,[object Object],[object Object],[object Object],[object Object],[object Object]
The key elements of a constitution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The key elements of a constitution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The key elements of a constitution ,[object Object],[object Object],[object Object],[object Object],[object Object]
Other useful governance tools ,[object Object],[object Object],[object Object],[object Object]
Trading Companies David Alcock 9 th  December 2009
Trading issues ,[object Object],[object Object],[object Object],[object Object]
What is a trading subsidiary? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
When might you want one? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
When might you want one? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
When might you want one? ,[object Object],[object Object],[object Object],[object Object],[object Object]
What legal form do trading companies take? ,[object Object],[object Object],[object Object]
What are the issues in managing two companies? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Structuring for Success Thanks for listening! David Alcock 0121 212 7451 [email_address] www.anthonycollins.com 9 th  December 2009

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Legal Structures

  • 1. Development Trust Association Structuring for Success David Alcock 9 th December 2009
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  • 29. More complex structures Case study 1: You are working with a Development Trust who wish to work with a private sector training provider to set up a new training base on their “patch”. Both organisations would like a share of the profits if the new venture makes money. The community are anxious not to lose control of the venture.
  • 30.
  • 31. More complex structures Case study 2: You are working with a rural development trust who are interested in developing renewable energy. They are considering how to shield the main Trust from the risk of the venture, and are also wondering how to raise finance and whether to work with a private sector partner.
  • 32.
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  • 36. Structuring for Success Constitutions – what they’re for and what should be in them David Alcock 9 th December 2009
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  • 45. Trading Companies David Alcock 9 th December 2009
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  • 53. Structuring for Success Thanks for listening! David Alcock 0121 212 7451 [email_address] www.anthonycollins.com 9 th December 2009