11 March 2020 | Podcasts | Article by Roman Kubiak TEP

HJ Talks About Charities: Guidance on reporting serious incidents

What is a serious incident, how do we test for it, what should we report and what shouldn’t we report? These are just some of the questions that charity trustees ask themselves. In December 2019, the Charity Commission released new guidance for charity trustees on when to report serious incidents involving a charity’s partners – read more about this guidance in our blog here.

Following on from the guidance being released, Roman Kubiak, Head of Legacy, will & estate disputes and Vlad Macdonald-Munteanu, Associate, explore this guidance and offer their thoughts on how to test if an incident is serious, the reporting requirements and more.

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Author bio

Roman Kubiak TEP

Partner

Roman Kubiak is a Partner and Head of the market leading Private Wealth Disputes team.

He advises across the whole spectrum of private wealth disputes, with a particular focus on high value, complex and cross-border disputes including: trust disputes, breach of trust claims and applications to remove trustees; will disputes, particularly those with an international element; claims under the Inheritance (Provision for Family and Dependants) Act 1975; and claims for equitable relief under proprietary estoppel, constructive trusts and resulting trusts.

Disclaimer: The information on the Hugh James website is for general information only and reflects the position at the date of publication. It does not constitute legal advice and should not be treated as such. If you would like to ensure the commentary reflects current legislation, case law or best practice, please contact the blog author.

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