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Sponsored by:

Chaired by: Farrer & Co

11.20
Maximising value

• Ideas on planning
• Protecting future value:overage and other arrangements
• Making the most of leases
• "Nice little earners"

Pat Thomas OBE, consultant
Charlie Anderson, partner
Gavin Acheson, partner
Farrer & Co.

12.05
The Salvation Army case study: Managing the data associated with a 3,500 property portfolio

Martyn Croft
head of corporate systems
The Salvation Army

12.50
Lunch

14.00
Taking on property

• Mergers; due diligence and forward planning
• Legacies; including contested estates
• Equity sharing arrangements
• Best practice: some highlights

Anne-Marie Piper, partner
Julian Smith, partner
Farrer & Co

14.45
The management of protected buildings

• The basic rules that affect all protected buildings
• Developing your property for commercial use
• Greening up your listed property
• Best practice: some highlights

Tim Reeve
properties director
English Heritage

15.30
Tea

15.50
Princess Alice Hospice case study: Charity shops

• Project-managing the acquisition and opening of a store
• Gauging the local market
• Identifying the right property
• Creating a profitable business

David Prest
Princess Alice Hospice

Sponsored by:

Chaired by: John Kelly, head of client investment, CCLA

11.20
The future of real estate: Are property prices heading south?

Paul Hannam
head of property
CCLA

12.05
The merits and pitfalls of UK vs Europe

• How do ex-UK property investments work?
• Are ex-UK property investments the goldmine they are touted as?
• Taxation variations
• Differences in leases
• Do the returns make it worthwhile?

Andrew Allen
director
Cordea Savills

12.50
Lunch

14.00
Pooled investment vehicles for charities

• The principles behind entering a pooled fund
• What are the benefits of a common investment fund as a charity?
• Looking at the solutions available

Richard Coulson
head of charities
CCLA

14.45
Panel discussion: Where are the best returns in property investment to be found?

• The advantages of investing in property
• Shares of property companies and REITs
• UK or ex-UK?
• Exposure to the fluctuations of the stock markets
• Investing directly in physical property
• Commercial or residential?
• What are the benefits of specialist pooled funds?
• Where are we in the property cycle?
• How vulnerable is the not-for-profit sector to a property price crash?
• The duties of trustees in investment choices
• Using property to fill the pensions black hole

Chaired by CCLA.

David Foster
chief executive
The Parks Trust

15.30
Tea

15.50
Case Study: Direct investment in commerical property

David Foster
chief executive
The Parks Trust

Sponsored by:

Chaired by: Nick Ivey, partner and joint head of property development, Bates Wells & Braithwaite

11.20
Trustees' roles duties and responsibilities with regard to property

• Trustee duties when disposing of property

  - Section 36 Charities Act 1993
  - Methods of compliance
  - Consequences of non-compliance following Bayoumi

• Trustee duties when mortgaging property

  - Section 38 Charities Act 1993
  - Methods of compliance
  - The Charities Act 2006 – does it solve some problems only to make new ones?

• Trustee duties when acquiring property

  - No statutory duty but trustee duty of care applies
  - Need for professional advice
  - Need for ongoing management

Andrew Small
solicitor, property department
Bates Wells & Braithwaite

12.05
Taxation and VAT on property transactions

• VAT

  - Non-business use of buildings, and "Lennartz"
  - Rules relating to charitable VAT reliefs on rents and building purchases
  - VAT efficiency planning

• SDLT

  - What is covered by the relief

• Tax

  - Section 776 of Taxes Act
  - Other direct tax issues

Graham Elliott
partner
Anne Gregory-Jones
partner
Haysmacintyre

12.50
Lunch

14.00
Should I buy or should I rent?

• The advantages and disadvantages of taking a lease of premises and buying freehold property respectively.
• Buying freehold property, including:

  - Heads of terms
  - The legal process in brief
  - Legal documentation
  - Exchange and completion

• Taking a lease, including:

  - The role of professional advisers
  - The differences between long and short leases
  - Heads of terms
  - Due diligence
  - A brief outline of the main lease terms
  - Financial aspects of taking a lease
  - Exiting leasehold premises and means of bringing a lease to an end

Mark Traynor
solicitor, property department
Bates Wells & Braithwaite

14.45
Shared accommodation: Single landlord vs collective approach

• How the two types of shared accommodation models work
• Is the collective model a utopian ideal?
• Examining best practice

Andrew Croft
director
CAN Mezzanine

15.30
Tea

15.50
How will the planning charge impact on charities

Helen Donoghue
director
Charity Tax Group