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Finance and legal

For schools joining our trust, we provide centralised finance and legal services, which include:

  • Accounting and budgeting software, including staff training and support.
  • Trust central finance policies, procedures and templates.
  • Centralised single bank account, purchasing cards and online banking.
  • Budget monitoring and forecasting support.
  • Month-end management accounts preparation.
  • VAT return.
  • Statutory financial annual accounts (consolidation and production).
  • Internal and external audit.
  • DFE/ESFA returns.
  • Strategic financial planning.
  • Strategic trust central procurement for trust-wide products and services.
  • Statutory legal services.

An enhanced package of services is available which includes:

  • Funding bids.
  • Enhanced legal services, including in-depth advice.
  • Additional staff training.
  • Adhoc advice.