citizens
advice
Wealden
Financial statements
for the year ended 31 March 2024
Registered Charity Number 1090666
Company Number 04287877

Wealden Citizens Advice
Wealden Citizens Advice
Financial statements
for the year ended 31 March 2024
CONTENTS
Report of the Directors and Trustees
3-10
Independent Examiners Report
11
statement of Financial Activities
12
Balance Sheet
13-14
Notes to the Financial Statements
15-22

Wealden Citizens Advice
Report of the Directors and Trustees
The Trustees of the Charity (who are also the Directors of the Company for the purpose of Company
Law) have pleasure in presenting their annual report and the financial statements for the year ended
31 March 2024. The financial statements comply with the Charities Act 2011 , the Companies Act
2006, the Memorandum and Articles of Association, and Accounting and Reporting by Charities:
statement of Recommended Practice applicable to charities preparing their accounts in accordance
with the Financial Reporting Standard for Smaller Entities.
1. REFERENCE AND ADMINISTRATIVE DETAILS
Charity Name..
Wealden Citizens Advice
Charity Registration..
1090666
Company Registration:
04287877
Registered Office:
Uckfield Library
Library Way
High Street
Uckfield
TN22 1AR
Chief Executive:
Jennifer Jadia
Bank:
CAF Bank Ltd
25 Kings Hill Avenue
Kings Hill
West Malling
Kent
ME19 4JQ
Independent Examiner..
Andy Fowler
Solicitors:
Dawson Hart
The Old Grammar School
Church Street
Uckfield
East Sussex
TN22 1BH

Wealden Cilizens Advice
Report of the Directors and Trustees continued
The following people were directorsltrustees of the Charity during this financial year were:
DIRECTORSI TRUSTEES
ROLE
CHANGE 2023-24
Mr Tom Bell
Mr Nick Foskett
Chair
Mr John Pery
Treasurer
Mr Michael Salter
Ms Kristina Watson
Vice Chair
Mr David Whensley
Mr Peter Baker
Resigned on 14 Nov. 2023
Ms Linda Bonner
Mr Andrew Corroll
Resigned on 18 Jul. 2023
Ms Corinne Askaroff
Appointed on 14 Nov. 2023
Mr Steven Harrison
Appointed on 23 Jan. 2024
Mr David Rule
Appointed on 12 Dec. 2023
2. STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing Document
Wealden Citizens Advice is a registered charity and company limited by guarantee. The Company
was incorporated, under the name of Uckfield Citizens Advice Bureau, as a company limited by
guarantee on 14 September 2001. In April 2005, the Company changed its name to Wealden
Citizens Advice. At the same time, Crowborough and Hailsham Citizens Advice Bureaux transferred
their assets and liabilities to the Company and ceased to exist as independent legal identities. Prior
to 31 March 2005, these operated as independent bureaux.
Wealden Citizens Advice is governed by its Memorandum and Articles of Association as amended
in January 2011 and January 2018. The maximum liability of each member is limited to £1 . A register
of members, interests is maintained at the registered office and is available to the public for
inspection.
Report of the Directors and Trustees continued

Wea5den Citizens AdviGe
Recruitment, Appointment and Induction of Trustees
Trustees, who are also Directors of the Company, are elected from the local community. They are
appointed by the Board and approved at the AGM or EGM as appropriate. A separate process
agreed by the Trustee Board is followed for the election of the Chair and
Vice Chair. No other persons or bodies external to the Charity were entitled to appoint persons to
the Trustee Board.
Newly appointed Trustees are provided with a comprehensive induction to Wealden Citizens Advice
through the provision of training courses and mentoring by established trustees.
Organisational Structure
Wealden Citizens Advice is governed by its Trustee Board, which is responsible for setting the
strategic direction and the policies of the Charity. The Trustees carry the ultimate responsibility for
the conduct of the Charity and for ensuring that it satisfies its legal and contractual obligations.
Trustees meet as a minimum quarterly and have delegated the day-to-day operation of its offices to
the Chief Executive, who is supported by a manager at each site. The Trustee Board is independent
from management.
Related Parties
The Charity is a member of Citizens Advice, the operating name for the National Association of
Citizens Advice Bureaux, which provides a framework for standards of advice and casework
management, as well as monitoring progress against those standards. Operating policies are
independently determined by the Trustee Board of the Charity in order to fulfil its charitable
objectives and comply with the national membership requirements.
The Charity also co-operates and liaises with a number of other advisory services, local charities
and local govemment departments on behalf of clients. Where any of the trustees holds the position
of a trusteeldirector of another chanty, they may be involved in discussions regarding that charity
but not in the ultimate decision-making process.
Major risks
The Trustees recognise that any major risks to which the Charity is exposed need to be reviewed
and systems established to eliminate, or at least mitigate, the effects of those risks. A risk
management strategy and risk register have been agreed by the Trustee Board the Board's
appetite for risk is low. The strategy and register are reviewed continuously, ensuring that action
plans are in place to manage the Charity's key risks.
The Charity recognises its responsibility for the personal data of clients. The Charity has adopted
the recommended Citizens Advice Information Assurance Policy. The Trustee Board agree an
annual information assurance plan, with clear allocation of responsibilities for infomiation assurance
along with GDPR compliant policies and procedures. Any infomiation assurance incidents and
required actions or lessons learned are reported to the Board at their regular meetings.
The major extemal risk to the Charity is the loss of funding provided by any of its major funders. The
effects of this have been mitigated by the implementation of a fundraising strategy, including actions
to investigate and identify additional sources, and to make timely submissions for funds. The Charity
also seeks to establish and maintain adequate reserves to address unforeseen circumstances and
to mitigate any budget deficits.

Wealden Citizens Advice
Report of the Directors and Trustees continued
Intemal risks are minimised by the implementation of procedures for authorisation of all transactions
and projects, and by ensuring consistent quality of delivery of service for all aspects of the Charity.
The procedures are pen'odically reviewed to ensure that they continue to meet the needs of the
Charity. At present, the main internal risk to the Charity is its ability to continue to recruit sufficient
numbers of volunteers for the offices. In common with many other charities in the sector (and in
other sectors) it has become more challenging to secure enough volunteers to service the increasing
demand across Ihe range of services provided by Wealden Citizens Advice. The management team
and Board of Trustees are developing a strategy to maintain and enhance the number of volunteers
at the offices.
3. OBJECTIVES AND ACTIVITIES
Objects
The Charity's objectives are to promote any charitable purpose for the benefit of the community in
Wealden, by the advancement of education, the protection and preservation of health and the relief
of poverty, sickness and distress.
Objectives, Strategies and Activities for the Year
Wealden Citizens Advice aims to: provide free, confidential, impartial and independent advice and
information for the benefit of the local community; exercise a responsible influence on the
development of social policies and services,, and ensure individuals do not suffer through a lack of
knowledge or an inability to express their needs effectively.
In addition to the continuing provision of high quality advisory services to the local community, the
primary objectives for the year were to.. Maximise access to advice and information. Maintain a
specialist debt advisory service staffed by appropriately qualified personnel; trial new processes to
enhance the efficiency and effectiveness of clients, accessing our services and responding to their
enquiries (including Adviceline calls)., and to provide disbursements from the UK government's
Household Support Fund and a parish council's hardship fvnd, to pay for goods and services for
residents facing particular hardship,
To obtain the necessary funding to provide the additional services, applications were made to
various local and national providers of community finance. Advertisements were placed in the local
press for volunteers, induction and training being provided to the extent that necessary knowledge
and skills were not pre-existing.
In September 2023 the Crowborough team relocated to a new serviced office, maintaining client
accessibility via the new location in the centre of town and providing a higher environmental standard
for staff and for face-to-face meetings with clients.
Public Benefit Required
The Trustees have paid due regard to the Charity Cornmission's guidance on public benefit in
deciding the activities undertaken by the local Citizens Advice during the year. The Trustees are
satisfied that the information provided in the report and accounts meets the public benefit reporting
requirements.
The principal activity of Wealden Citizens Advice remained the provision of free, confidential,
independent and Impartial advice and information for members of the public. This is provided
through local Citizens Advice offices in Crowborough, Hailsham and Uckfield. In addition to
generalist advice the following specialist advisory services were provided: expert money advice
casework and fuel poverty advice. Advisory services were provided through a telephone adviceline
and by email, webchat and letter.

Wealden Citizens Advlce
Report of the Directors and Trustees continued
Contribution of Volunteers
The Charity receives help and support In the form of voluntary assistance in advising the public and
administering the Charity. An average of 70 volunteers contributed over 22,000 hours of time to the
Charity during 2023124. We achieved a total of £1,739,079 in income gain for our clients and we
supported them with having £723,077 of debts written off. We also aGhieved a total of £107,588 in
reimbursements for our clients.
4. ACHIEVEMENTS AND PERFORMANCE
Charftable Activities
We offer confidential advice over the phone, via email and in person, for free. When we say we're
here for everyone, we mean it. People rely on us because we're independent and totally impartial,
No one else sees so many Wealden residents with so many different kinds of problems, and that
gives us a unique insight into the challenges we are facing today. With this evidence, we can then
influence and campaign - from individual companies right up to the government - and work with
them to make thlngs better for Wealden. That's why we're here: to give people the knowledge and
the Confiden￿ they need to find their way forward - whoever they are, and whatever their problem,
Wealden Citizens Advice (WCA) staff and volunteers continued to deliver face-to-face, telephone
and email advice and casework. Throughout the yearwe supported 3,344 clients with 17,649 issues.
Over 3,500 calls were answered immediately by staff and volunteers and 655 clients were provided
with tailored debt advice on 2,784 issues.
Benefits, tax credits and universal credit issues continue to be one of the main challenges that face
our clients with 1,793 clients with 5,642 issues approaching us for advi￿ on these subject areas.
Particular subject areas of advice include support for Personal Independence Payments, general
benefit entitlement, initial claims, Attendance Allowance, Disability Living Allowance, Employment
Support Allowance, Pension Credit and Housing benefits. As expected, as a result of the effect of
recent European conflicts and the consequenl cost-of-living challenges, issues with debt continued
to be a major challenge that our clients are dealing with, and we supported over 3,344 Wealden
residents to Improve their financlal resilience.
Research and Campaigns {R&C) - We have been actively involved in addressing issues that our
community are facing and have made representations to the appropriate organisations. Campaigns
include - digital exclusion., Post Office account closures. access to GP surgeries and cost of Ilving,
Volunteers, Trustees and Staff - WCA currently have on average 70 dedicated and highly
professional volunteers who are the backbone of our service. They are supported by a small but
highly experienced team of hard working staff. The Servi￿ was led by Chief Executive Mrs Jennifer
Jadia. The Chair of the Board was Mr Nick Foskett and the Vice-chair was Ms Kristina Watson.
Report of the Directors and Trustees continued

Wealden Citizens Advlce
Fundraising Activities
Total income for 2023124 was £401,850, an increase of £99,126 on 2022123. The main reason was
the award of a Cost of Living fund of £43,400 from Wealden District Council. A larger sum was also
received from the Household Support Fund for disbursement to clients: This had stood at nearly
£31,178 in 2022-23 and was £40,675 in 2023-24. The sum received from East Sussex County
Council for money advice was maintained at £37,000. A CitA Adviceline fund of £15,000 was
received, as was a grant of £5,000 from the Chalk Cliff Trust, £7,243 from Hailsham Foodbank, and
a fund of £4,858 from Wilington & Jevington Parish Council for disbursement to its parishoners.
The charity continues to have a proactive fundraising strategy in place. No separate expenditure
was incurred in fundraising activities outside of stafflvolunteer time incidental to main duties.
Investment Activities
The Charity does not currently hold material investments.
Factors Affecting the Achievement of Objectives
In addition to the funding pressures outlined above, the Charity continues to find it difficult to secure
sufficient volunteers able to offer the time commitment required.
5. FINANCIAL REVIEW
Financial Position
Incoming resources in the year were £401 ,850 (2022-23., £302.724). Of this £148,176 {2022-23'
£73,678) related to project restricted activities.
A deficit of £2,754 was made in the year (2022-23. surplus £8,224). At 31 March 2024 total reseNes
were £112.624 which represenled unrestricted funds (2023: £115,37.8).
Reserves Policy
The Charity is required to ensure that free monies a￿ available in each financial year to meet any
reasonable foreseeable contingency. The Charity will maintain a projection of income, and will
ensure that this continues to be derived from as wide a variety of resources as possible.
In reviewing the potential costs that could arise should a significant reduction in income be incurred,
the Trustees aim to maintain reserves equivalent to three months normal operating expenditure.
The reserves included Unrestricted Funds of £112,624 of which £20,000 (2022-23, £20,000) are
Designated Funds for potential dilapidations claims, and £50,000 (2022-23, £50,000) for costs
arising in the event of funding being withdrawn at any time in the future. The reasons for holding
particular reserves are outlined in note 14.

Wealden Cltizens Advice
Principal Funding Sources
The Trustees express their gralitude to.. Wealden District Council; the Town and Parish Councils in
Wealden,, East Sussex County Council" the Sussex Community Foundation. Citizens Advice,,
Hailsham Foodbank. the Chalk Cliff Trust. the Friends of Crowborough CAB and local partners,
businesses and individual donors, without whom the Charity could not have operated.
The Charity did not have any borrowings from any source at the balance sheet date.
Investment Policy
As required in ils Memorandum, in furtherance of its objects, and for no other purposes, the
Company has the power to invest the monies of the Company not immediately required for
its purposes in or upon such investments, secLJrities or property as may be thought fit, subject
nevertheless to such conditions and such consents as may for the time being be imposed or required
by law.
Going Concern
After making further appropnate enquiries, the Trustees have a reasonable expectation that the
company has adequate resources to continue in operational existence for the foreseeable future.
For this reason, they continue to adopt the going concern basis in preparing the financial statements.
6. FUTURE PLANS
Wealden Citizens Advice aims to continually improve access to its services. Its strategic plan to
2025 focuses on: maintaining access to its services (including its expert money advice caseworker
services), supporting claimants transitioning to Universal Credit and extending advice out into the
local community.
7. DIRECTORS, RESPONSIBILITES
The directors are responsible for preparing the Report of the Directors and Trustees and the financial
statements in accordance with applicable law and United Kingdom Accounting Standards (United
Kingdom Generally Accepted Accounting Practice).
Company law requires the directors to prepare financial statements for each financial year which
give a true and fair view of the state of affairs of the charitable company and of the incoming
resources and application of resources, including the income and expenditure, of the charitable
company for that period, In preparing those financial statements, the directors are required to.,
select suitable accounting policies and then apply them conslstently.,
observe the methods and principles in the Charity SORP.
make judgements and estimates that are reasonable and prudent. and
prepare the financial statements on the going concern basis unless it is
inappropriate to presume that the charitable company will continue in business.
Report of the Directors and Trustees continued

Wealden Citizens Advice
The directors are responsible for keeping proper accounting records which disclose with reasonable
accuracy at any time the financial position of the charitable company and to enable them to ensure
that the financial statements comply with the Companies Act 2006. They are also responsible for
safeguarding the assets of the charitable company and hence for taking reasonable steps for the
prevention and detection of fraud and other irregularities.
In accordance with company law, as the company's directors, we certify that:
so far as we are aware, there is no relevant independent examination Information of which
the company's examiners are unaware; and
as the directors of the company we have taken all the steps that we ought to have taken in
order to make ourselves aware of any relevant independent examination information and to
establish that the Charity's independent examiners are aware of that information.
This report has been prepared in accordance with the Statement of Recommended Practice -
Accounting and Reporting by Charities and in accordance with the provisions applicable to
companies subject to the small companies regime.
Signed..
Chair of Trustees.. Nick Foskett
Date..
10

Independent examiner's report to the trustees of Wealden Citizens Advlce
report to the charity trustees on my examination of the accounts of Wealden Citizens
Advice for th8 year end8d 31 March 2024.
Responsibilities and basis of report
As th8 Charity's trustees, and also the directors of the Company for the purposes of
company law, you are responsible for the preparation of the accounts in accordance with tha
requirements of the Companies Act 2006 ('the 2006 Acti.
Having satisfied myself that the accounts of the Company are not required to be audited
under Part 16 of the 2006 Act and are eligible for indep8ndent examination, I report In
respeGt of my examination of your Charity's accounts as carried out under section 145 of the
Charities Act 2011 ('the 2011 AGt'). In carying out rny examination .1 have followed th8
Directions giv8n by the Charity Commission under section 145{5) (b) of the 2011 Act.
Independent examiner's statement
Sinc6 the Company's gross income exceeded £250,000, your examiner must be a member
of a body listed in section 145 of the 2011 Act. I confirm that l am qualified to undertake the
examination becaus61 am a m8mber of CIMA, which is one of the listad bodi8S.
I have completed my examination. I confirm that no matters have come to rny attgntion in
connedion with the examination glvlng me cause to beliave..
accounting records w8re not kept in respect of the Company as required by section
386 of the 2006 Act. or
2, the accounts do not accord with thes8 records,. or
3, the accounts do not comply with the accounting r8quirements of section 396 of the
2006 Act other than any requirement that the accounts give a 'true and fair view,
which is not a rnatter considered as part of an independent examination; or
4. the accounts have not been prepared in aGcordance with the methods and principles
of the Statement of Recommended PractlC8 for accounting and reporting by charities
[applicable to charities preparing their accounts in aGcordance with the Financial
Reporting Standard applicable in the UK and R8public of Ireland (FRS102)].
I have no concerns and have com8 across no other matters in connection with the
examination to which attention should be drawn in this report in order to enable a proper
understanding of th8 accounts to be reach8d.
Andy Fowler
Associate Chartered Management Accountant
33, Station Road
Newhaven
East Sussex
BN9 ONL
Date.. 31 December 2024

Wealden Citizens Advice
statement of flnanclal actlvitles for the year ending 31 March 2024
Incorporatlng the Income and Expendlture Account
Unrestrlcted
funds
Restrlcted
funds
Total funds
2023
Note
Total funds 2024
Income from..
Donations and legacies
Charit8ble 8Ctivltl8s
Other (Including fundraislhg)
Total Income
1b
4,327
245,059
4,289
253,675
4,327
393,234
4,289
401,850
1,538
299,173
2,014
302,725
148,175
148,175
Expendlture on:
Charitable activities
Other
Total Expenditure
255,928
148,676
404,604
294,500
255,928
148,676
404,604
294,500
Net Incomol(expenditure)
befor8 transfers
(2,254>
(500)
(2,7541
8,224
Transfers betW88n f unds
Transfers belwe8n funds
Net mov8ment in funds for the year
{2,254)
(500)
(2,754)
8,224
Reconciliation of funds.,
Balances brought fomard
12
115378
115,378
107,154
Balances carried forward
12
113,124
500
112624
115,378
There are no recognised gains or losses in the year other than those included in the statement of
financial activities.
All activities derive from continuing operations.
12

Wealden Citizens Advice
Balance Sheet as at 31 March 2024
Unrestrlcted Restrlcted
Funds
Funds
Total
Note
2024
2023
Fixed Assets
Tangible Fixed Assts
Non-currenl assets
4,550
Current Assels
Debtors
Short term deposlts
Cash at bank and
in hand
3,716
3,716
1,686
145,255
148,971
145,255
148,971
227,871
229,557
Credllors - amounts
falling éue wilhin one
year
10
40,897
40,897
114,179
Net Current Ass8ts
108,074
108,074
115,378
Credllors - amounts
falling due after one
year
Net assets
10
112.624
112,624
115,378
Represented by:
Funds of the Charity
Unrestricted funds
General funds
Designat8d
12
42,624
42,624
44,878
funds
12
70.000
70,000
70,000
Restricted Funds
12
112,624
112624
115,378
The charitable company is entitled to exemption from audit under SeGtion 477 of the Companies Act 2006
relating to subsidiary charitable companies for the year ended 31 MarGh 2018. The members have not
required the company to obtain an audit in accordance with section 476 of the Companies Act 2006,
The directors acknowledge their responsibilities for:
(a)
ensuring that the charitable company keeps accounting records that comply with
Sections 386 of the Companies Act 2006; and
(b) preparing financial statements which give a true and fair view of the state of affairs of
the charitable company as at the end of each financial year and of its surplus or deficit
for each financial year in accordance with the requirements of Sections 394 and 395
and which otherwise comply with the requirements of the Companies Act 2006 relating
to financial statements, so far as applicable to the charitable company.
13

Wealden Citizens Advice
These financial statements have been prepared In accordance with the pmvisions applicable to companies
subject to the small companies regime.
Th8 financial statements were approved by the Board orf
nd are signed on their behalf by
Chair
Treasurer
Company Registration No.. 04287877
Charity Regislration No: 1090666
14

Wealden Citizens Advice
Notes to the financial statements for the year ended 31 March 2024
Accounting policies
Accountlng basis
The financial statements of the charitable company have been prepared In accordance
with the Charities SORP (FRSSE) 'Accounting and Reporting by Charities,. Statement
of Recommended Practlce, applicable to charities preparing their accounts in
accordance with the Financial Reporting Standard for Smaller Entities (the FRSSE)
(effective 1 January 2015),, the Financial Reporting Standard for Smaller Entities
(effective January 2015) and the Companies Act 2006. The financial statements have
been prepared under the historical cost convention.
b)
Incoming resources
Grants receivable
Grants made to finance the activities of the local Citizens Advice are credited
to the income and expenditure account in the period to which they relate.
Bank Interest
Bank interest is included in the income and expenditure account on receipt.
Other income
Sales of services are included in the income and expenditure account in the
period to which they relate. Other income, Including donations, gifts and
covenants are included as they were received.
iv)
Gifts and Intsngible income
In addltion to the above, the Charity also receives help and support in the form
of voluntary assistance in advising the public. This help and support is not
included in the financial statements. However, its value to the Charity has been
estimated and disclosed in the Report of the Directors and Trustees.
Deferred income
Grants received in advance of the period in which the funder reqUI￿S the
expenditure to be applied will be reflected in deferred income on the balance
sheet.
Resources expended
All expenditure is accounted for on an accruals basis. All expenditure directly related
to the provision of advice services is included within charitable expenditure. Other
costs incurred have been allocated be￿een fundraising and publicity and
management and administration as appropriate. Where such costs relate to more
than one functional cost category they have been allocated on an estimate of time or
floor space basis, as appropriate.
15

Wealden Citizens Advice
Notes to the financlal statements for the year ended 31 March 2024
Accounting pollcies {continued)
d)
Fixed assets and depreclation
Fixed assets (excluding investments) are stated at cost less accumulated
depreciation. The costs of minor additions or those costing below £1000 are not
capitalised. Depreciation is provided at rates calculated to write off the cost of each
asset over its expected useful life, as follows..
Computer equipment
Fixtures, fittings and equipment
Straight line over 4 years
straight line over 5 years
No depreciation is charged in the year of aquisition, but a full year's depreciation is
charged in the year of disposal.
Restricted funds
Income received for restricted purposes is included in a separate restricted fund
against which appropriate expenditure is allocated.
Designated funds
Designated funds are allocated out of unrestricted funds by the trustees for specific
purposes. The use of such funds is at the Trustees, discretion.
g)
Leases
Rental costs under an operating lease are charged to the Statement of Financial
Activities in equal amounts over the period of the lease.
h)
Warrantles
Extended product warranties are charged to the statement of financial activities in
equal amounts over the period of the warranty. Warranties costing less than £500 are
charged to the statement of financial activities in the year of purchase.
i)
Irrecoverable VAT
Wealden Citizens Advice is not able to recover VAT.
16

Wealden Citizens Advice
Notes to the financlal statements for the year ended 31 March 2024
2 Donations and legacies
Unrestrlcted
Restrlcted
2024 Total
2023 Total
Voluntary Income
Donatlons
4,327
4,327
4,327
4,327
1,538
3 Income from Charitable Activities
Unrestrlcted
Restricted
2024 Total
2023 Total
Fees
Government and public
authorlty grants
Other Grants
233,550
11,509
88,800
59,375
322,350
70,884
393,234
294,004
245,059
148,175
294,004
4 Other Income
Unrestricted
Restricted
2024 Total
2023 Total
Actlvlti•s for generating funds
Fundraising events
808
808
Investment incom8
Bank Interest received
Other income
4,289
4,289
1,206
Total Other Income
4,289
4,289
2,014
17

Wealden Citizens Advice
Notes to the financial statements for the year ended 31 March 2024
Analysis of expenditure on charitable activities
U nrestricted
Restricted
2024 Total
2023 Total
Charitable Activities
Staff costs
193,978
83,973
2,470
277,951
5,401
283 352
207,925
other direct costs
196,909
212,836
Support costs
Office, IT, Communications
Premises
14,551
37,866
587
11,700
12,900
37,633
26,251
50,766
38,220
16,536
33,573
26,819
Other
Governance
6,015
6,015
121,252
4,73e
62,233
Total Resources Expended
255,928
148 676
404,604
294,500
Net incomel (expenditure) for the year
2024
2023
Net income l (expendilurel is stated after charging-
Independent examiners, remuneration
550
550
Information regarding Trustees, Directors and Employees
2024
2023
Salaries and Employer Pension contributlons Inc redundancy
Social security cost5 Includlng rebate 2024 £5,000
264,268
13,683
277 951
199,703
207,925
The average number of employees, analysed by function was.
2024
14
2023
13
Gharitable purposes
Management and administration of charity
17
16
18

Wealden Cilizens Advice
Notes to the financlal statements for the year ended 31 March 2024
No Trustee was rernunerated for any seNices.
Travel costs amounting to £Nil were reimbursed to members of the Trustee Board. Trustee
indemnity insurance was purchased as part of Wealden Citizens Advi￿'S general office liability
policy. The total cost for the full policy including Trustee indemnity insurance was £2,407.
8 Fixed assets
Leas•hold
land and
buildings
Flxtures,
f5ttings and
equipment
Computer Equlpment
Tolal
Cost
At 1 April 2023
Additions
Disposals
Al 31 March 2024
Depreclalion
At 1 April 2023
Charge for the
year
Disposals
At 31 March 2024
Net book value
2024
Non-current Ass'ts
(Rent deposits)
Nel book value
2024
4,550
4,550
4,550
4,550
9 Debtors
2024
2023
Prepayments
Accrued Income
3,036
680
3,716
1,686
1,686
10 Credltors - arnounts falling due within one year
2024
2023
Accruals
PAYE
Deferred income (e.g. grants in advan¢8)
2,250
5,375
33,272
40,897
8,550
4,217
101412
114 179
19

Wealden Citizens Advice
Notes to the financial statements for the year end
March 2024
Credltors - amounts falllng due after one year
2024
2023
Long term
Ilabililies
11 Analysis of net assets between funds
General
Deslgnated
Funds
Rgstncted
Total
Funds
Funds
Funds
Fixed Assets (rent
security deposits)
Current Assets
Currenl + Long Term
Liabilities
4,550
78,971
4,550
148,971
70,000
40,897
42,624
40,897
Net Assets
70,000
112624
12 Movement in funds
At31
March
2024
April
2023
Income
Expendlture
Transfers
Restricted Funds
Small Projects DRO
Fund
Hailsham Foodbank
ESCC Household
Support Fun
ESCC Money Advice
Willingdon PC Hardship
Fund
500
500
7,243
7,243
40,675
40,675
37,000
4,858
37,000
4,858
CitA Adviceline fund
WDC Cost of Living
Fund
Total Restricted Funds
15,000
43,400
148,176
15,000
500
148676
Unrestricted Funds
Designated
redundancy fund
Deslgnated property
fund
Ganeral funds
50,000
50,000
20,000
45,378
20,000
42,624
401,850
404,604
Total Unrestricted funds 115,378
401,850
404,604
112,624
Total funds
115378
401,850
404,604
112,624
20

W8alden Citizens Advice
Notes to the flnanclal statements for the year ended 31 March 2024
13.
Purposes of funds
Restricted Funds
Small Projects DRO Fund To pay for DRO applications
ESCC Household Support To provide emergency funding for utility and similar
Fund
debts
ESCC Money Advice
To provide generalist money advice
Hailsham Foodbank
To provide staff support to Hailsham Foodbank
CitA Adviceline fund
To provide staff support for for answering clients,
Adviceline calls
Willingdon & Jevington
PC Hardship fund
To provide hardship relief to W&J parishioners
14.
Designated funds
Redundancy reserve - the reserve has been designated by the Trustees for the purpose
of covering potential redundancy costs totalling £50,000.
Premises fund - the fund has been designated by the Trustees for the purpose of
refurbishment at the end of the leases totalling £20,000.
15.
Financial commitments
Capital
The Company has no capital expenditure commitments,
Property Leases
The Company entered into a lease for the Uckfield premises, which expires In March 2030.
The annual rent is £16,072.00, which will be subject to review in 2024 and increase in line
with RPI. There is an 3 year break clause which can be operated by either party. The property
must be retumed in the same condition as at the start of the lease.
At the Crowborough bureau, a new lease was signed in September 2022 at a rent of £10,200
and with a six-month break clause. In Spring 2023 the trustees agreed to terminate the lease
and to move operations to recently constructed serviced offices, still in the centre of town.
The move was compleled in September 2023 and an early repayment charge was made to
the landlords of the vacated office. The new facility provides an enhanced working
environment for staff and a more pleasant experience for visitors.
21

Wealden Cilizens Advice
Notes to the financial statements for the year ended 31 March 2024
At Hailsham, a peppercom lease has been agreed, which was up for review in March 2023
(in April 2023, the annual rent reverted to its earlier value of £7,500 but the annual Town
Council grant was increased proportionately to maintain a net annual award of £5, 800).
Operating lease commitments
The company has no annual commitments under non-cancellable operating leases.
16.
Related party transactions
During the year, Citizens Advice, of which the Charity is a member, provided insurance and
infomiation services at a total cost £4,855. Individual costs were as follows: Membership fee
£3,686; Insurance £1,062,. AdviserNet fee £107.
17.
Taxation
The Charity is exempt from tax on income and gains falling within section 505 of the Taxes
AGt 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these
are applied to its charitable objects.
18.
Pension costs
The Charity operates a pension plan for its employees with the National Employment Savings
Trust (NEST). The Charity's responsibilities under auto-enrolment commenced in August
2016.
22