Charty 1140040 W*tr8ttr)h P*J.' 07287062 (Engknno ond WB￿￿) LEGACARE (UK) LIMITED ANNUAL REPORT AND UNAUDITED FINANCL4L STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2023 LEGACARE IUK) LwAifED CONTENTS P• •pJ4 13 LE&4CARE IU(} LMITED LEGALAM) AOIAMSTRATIIE NFC*IMAT¥>I Tr¥*• addr• &1"* 12 hknor ¥l*s&opp*gCentre kndwidqnt •umln•r PoLl¥y F¥rn L*e GosrD Tyne•¢Y VI 31Tr LEGACARE (UK) LIMITED TRUSTEES ' REPORT FOR THE YEAR ENDED 30 NOVEMBER 2023 The trustees present their ￿POrt and financial strdtements for the year endin8 30 Novernber 2023. The accounts have been prepared i? accordance with the accounting policies set out in note I to the accounts and comply with the Companies Act 2[￿ and Accounting and Reporting by Charities Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable the UK and Republic of Ireland IFRS 1021" las amended for accounting periods commencing from l January 20161 e and Aims Our charity's purposes as set out in the objects contsined in the company s memorandum of association are to. Relieve the physical and mental health of people diagnosed with terminal or lrfe threatening illnesses @nd their families arld carers) through the provision of legal advice and practical support. The aim5 of our charity areto Reduce the levels of stress and anxiety of people affected by lrfe threatening illness. To provide as much free legal help and continued support to patients and carers who wosjld not otherwise have access to it because of social or financial exclusion To improve quality of life for patients To assist in the provision of dignity at time of death To provide legal advice and support for fami￿ and carers when their loved ones have died. rin delive ims We review our aim5 objectives. and artivities each year. We look at what we achieved and the outcomes of I￿ork In the previous 12 month& The review looks at the success of our activities and the benefits they have brought to those groups of people we are set up to hel Our main objective is to relieve the physical arml mentsl health of people diagnosed with teminal or Iife-threatening illnesses. The strategies we use to meet these objectives include.- Providing a raree of legal services irc ing advice and support on employment issues, debr, housing abKJ mortgage probtems insuiance claim& chiklren, and farn1￿ issues. drafting wills. lasting powers of attorney and working alongside our local NHS partners to as515t them with advance care p13nning Providing an emergency Servi￿ for urgent referraL% for patients coming to the end of life by attending upon them at home. hospice or hospital. Providing out of office support for patients and health professionals. Training and Education for health professionals on the importance of a collaboratNe approach to p3tient caré. Working partnership with NHS Trusts, Acute Trusts, Primary Care Hospi￿$ and other charities patients, families. carers. and health professK)n3ls to raise awareness of the import3nce of servicin8 the unrnet legal needs of patients to continue to improve deliverance of totally Entegrated service& In 2023, Legacare assisted 501 people afferted by life threatenin￿terni1naI illness. 320ofthe above were female and 181 were male. We adopt a RAG 5Y5tem. Red - hours to short day5 to live. Ambei- Days to six monihs. and Green = anybody with a life expectancy of more than six months. LEGACARE (UK) LIMITED TRUSTEES ' REPORT FOR THE YEAR ENDED 30NOVEMBER 2023 This year we had 48 red referrais= 421 arnber referrals and 32 green referrals. Approximately 87% of clients are recewirg state benef￿. Their ability to pay for good quality, timely legal advice is virtually nil. Only 5% of clients are physically well enough to visit the office and therefore our solicitor5 Vlsltthem at a place convenientto them- usually hospital. hospice, care home or home. As stated in all of our Trustee Reporrs. even though most of our clients are impecunious they have complex legal needs. One palliative care consultant said 'LegaCare is the glue that brings all the important agencies together when the patient needs rt mosv. She reco8nized this when she 3sked for urgent help with a 51-year-old single mother whose life expectancy was two weeks. She had two children aged 19 and 15 and wanted to appoint her oldest child ès guardian for the youngest. As a result of Legacare's intervention, we linked with the palliative care nurses, social worker, safeguarding team, ftjneral director, DWP (for grnnt for funeral), the Council (to transfer the tenancy into the older child's name}. bereavement councilors for both children, benefits advisor. social services and the Court Ifor a special guardianship oiderl and the younger child's school. We are very grateful for the financial support received in the last year and hope that this support coritinues to enable us to continue to support palliative patients although we remain ambitious and would like to extend our services to patients at a much eartier stage of theirjourney. There is no donying that it has beer* incredibly drfficult to secure funding this year due to all charities seeking funcSin8 from the same pots- the state of the economy. and reductions in public funding for community legal services. We are delighted to report that we recently received funding from the Health Inequalities and Management Fund which has been set up to allow professionals to get into communities and identify those who need more support. The HEP programme supports systems to improve patient Ca￿ from the ground up. This project has already begun in South East Northumbedand, home to some of the UK'S most deprived communities. We are In discussion with a number of GP surgeries and social prescribers and charities specialising in support for health and care inequalities. who are ideally placed to identify individuals experiencing hardship who would benefit from our legal support, wch as CAB, ca￿r$ Northumberland. Frontline, Ma¢millan. MND Association. We have developed a more robust form of data collection to evaluate our work which will help us continue to improve our service and to build on our model of support- gradually changing referral patterns and reaching more North East patients and carers at an earlier sta8e in their illne55. Data collected from this project lends itself to further study of service models and gwd practice in thi5 area and could also prompt Various issues at a nationwide strategic level. For example, there is currently no overarching strategy for provision of social welfare legal assistsnce in health or social care_ Currently, seryices are unccK)rdinated and there is patchy coverage, fragile funding arranEements and a lack of collective approaches to evaluation. We will continue our campaigning work, offering researchers and commissioners our projett as a platForm to generate and share information which will accelerate pr(£￿SS in this area and assistthose wishing to plan and implement services. share learnings army prartice. build colLiboration and undertake research. Ultimately, we would hope to see adequate statutory ￿ndIng for social we￿are legal services across the UK. Right now, however, without LeeaC3re our vulnerable clientgroup would be unable to access leg21 advice and support when they need wt most. LEGACARE (UK) UMITED TRUSTEES ' BEPORT FOR THE YEAR ENDED 30NOVEAIBER 2023 rin ou Ourfvndin8 base lsfundamentsl￿Chan8ln83nd becomin6 more sustainable. We continue to reduce expendlture and to Increase donated income so that they become more proportionate to each other. We have Identffled and secured a new funding source who aligns more with us, specifically supportin8 charities who provlde access toJustice and human rÈhts. We bel*ve that a more streamlined chartywill enable expansion In Specif￿ project funded areas. Klrbys Solicitors has provided financkil supp)rt throughout the aceounting perid. and rnan ent The CharitY1s a company Ilmited by guarantee and was re8lStered as a Charity with the Charity Commission on 251anuary 2011 The Trustees who are also the directors for the purwse of company are Coleen Arnold Secretary IAccountantl David Rees Sales and distribution director Robert Hetherington Service user Steve Casey H R Director Risk Mana ement The trustees have a duty to hlentify and review the risks to which the Trust is exposed They must ensure appropriate controls are in place to pl0￿de reasonab￿ assuran￿ against error and fraud Public beneftt The Charitys aims and achievements are set out within this report. The activities set out in this rekKlrt have been undertaken to further the Charitys charitable purF)oses for the public knefit. The trustees have complied with the duty under section 17151 of the Charities Act 2011 to have due regard tothe public benefit guidance published by the Charity Commission in dechlin8 what activlties the Trust should undertake. The trustees have paid due regard to guidan￿ issued bythe Charity Comfflission in deciding whatactivitie5 the chartty should undertake This Report has been approved by the Board of Trustees David Rees Chalr Dated . August 2024 LEGACARE (UK) LIPAITEO INOEPENDENT EXAkllNER'S REPORT TO THE TRUSTEES OF LEGACARE IUIQ UMITE) November 2023 whlch *r¢ * *>Jt on p*3es 6 tg 13. R•¥pon8lbllltlo* and basis of Yeport A6 th• trustee's ol L8gacar• IUKI Limrted l¥NI •lso threctm for Il* puw8 of Co￿￿*￿Y lawl you porYJible for the preparthn ol I￿ aCC￿nts In accudartg wrfh ￿ rnquirgments ol th• Compan HaviThJ 58tHf￿d my$eW that th• ac¢ounl8 of the charty to be au¢lited under Part 16 of the Companies Att 20C6 and S￿ elbjlbkn for indapend•rtt oxamination. I in respect of my oxAmirs*tlon ol. the chafty acc￿nts •arn•J out ￿r￿er $￿IK*n 145 cl th• chari1￿ 2011. In c*rryir4 out my 0￿mInation. hav• lo1￿*d all the apptubk• DweEliorn wen by ttr• Chwty Cornmijoion under *¢lon 145(51 Ibl of the 2011 A¢t Ind•p•nd•nt •x•mln•f¥ I ha￿ eomplèt•d my eX•rnInAtk￿. l ¢¢hffiryn that r•) m•ttw• h•v• como to my #tentkn in wrth lh• •x•mlnatlon g￿tIr￿a rn• cau￿ to belwe". •¢crwnting records were k•pt In of th• ¢orhVty aB rwulr•d ty 8eGlion 386 01 t￿ Compgr*• 2Cth. Or the a¢counls do crynply thè ￿unI1￿ rvquirernents ol $8L*on 396 of th• 2006 Comp•ni•s kt otMr Ih•n any r•]ufjr•NrtTrnl that b)• *eeoun¢• 9iv• 4 'trw and faSf vl** wNch kn not a m8ttw c¢ThpJer•J 8$ Pwt rf•n irthpeThj￿t •xaminatlon.' LY th• hwe boen prep•￿4 in •ccordanc• with thJ method$ •nd prfndpkn of th• St*0m•nt ol Reoynm•r#l•d w8clic• for any rwbr¥a by chart• •pplKAbKry to ch*rit pr￿￿n9 th¢ir ￿Cour￿8 in lh• FIn*r￿l•l Reportlng Standard applk•ble In tt* UK and R•wblk of If￿and IFRS 1W21. I have not come nD dh•r In eonn8Ctth w*h th• examir•t4ln lo wh*h thntl)n ¥houkg b•dT*wn In th1• ro)ort, In ord•r to ￿at4• a prryw undw•iqThJlng <1 th• xe•niei kl rd*fig to sm•11 coryani94 Th•m•rrkn•rB h•v• notrwl￿Jth￿c In QU•Slion in aecordanc• s¢¢bon 4 These Iinancial Swwf•n￿ h#v• ilwn prwar•d In *COrd￿¢• kn•proYiiiofts bpplic•No to compani•1 sul4•rl tts thè im*1 companim ￿1￿• Th• financial $W•T￿lS *8 appfov•d on bth411olm• Ifs11 Tfuslee Company Rtyistr8uofi No 07287C62 LEGACARE (UK) LIMITED NOTES TO THE FINANCIAL STATEME1￿8 FOR THE YEAR ENDED 30 NOVEA18ER 2023 Ac6ountkngpdlel• ¢h•vlty InfO￿alIf Log•cAW ILKI L¥r*•d IB • pthl• ojrrwny &rknd by 9u•rnnle• knrJJTrorat•d kn Éngknnd afyd W•b•. Th• r•o*•rnd oif** * Sv1• 12 Slwpkng CentrD, Q•ffkno&in. NE23 6QW. Th• ¥￿￿nIS bo•n prnp•ff•d ￿￿rI•l SORP (FRS 1021 . Attounting and A•portkng by CtharlkryJ'. 8tzl•rr•ni ol R•townn¥•d 8ppk*bb to i*oth8 prnpaty th•* aLwunM • Fkn•n¢*l R•pDthg Stsnd•rf •pp*#bl• ￿ lh• UK l•ft•atrM 1 January 201PI th• FnandDI R•portkng Sl•ndard oppk•bb& kn th• U( R•pubk 01 Irdknnd IFR8 1021 •n¢ lh• fArrp•n*s Att 2000. Th• ty•l•u h•￿ tok•n •dv•nl•9• of th• pffo%*lJrv4 kn lh• SOAP fprtharfts8 *pptykng FR5 102 Upd•t• 8ul•tyn 1 not to pr•p•r• • St8t•Miiit ol¢•th Fb)% Tho fin8ndal ￿lI•￿•Th￿ pnpand kn ••thg. * th• lun¢lkn•l ol th• ￿n•l•ry •Mufftt• kn th• •n(*l •t•l•w*nts am to lh• n•*rnii pound. Th• •co)un*b b••n pr•p*Md ufid•r lh• h*tort¥l rrA O)nb•nkn. Th• prh¢wi •x¥yJnt*g poWDa *dopt￿ •M ••1 oul b•lyw. 1.2 O•ln# ¢onMrn Al m• ol Ipp￿0 th• th• •XP•Lt•lbn thotth• hai *d•4U• i•wurc•• ￿ wnthiu• In op•r•ih)h•l•NJit•nc• lorlh• k)r•*••bl• firbJMI. Thu• Ih•y conithu• to •dopl th• ¢okng Cr￿c•M b•A*of•txoun*kno kn pt•p•th• th• 1.3 ¢h*llabl• lundA. Linrnstrkl•d fvnd# •f• •v*tst4• IN al dlx¥•ii)n of th IN#•￿47 lUrth•ran￿ ofth•*thit**bkn Th• th•rly h•• no r•tht•d fundi. 1A In¢41mlng v••ourt Al knconyw r•*urcH Jr• knf*Jd•é kn th• ol fm•nd•l •￿￿1*1 *th•n th• lJ•rty * •nt** to th• ond lh• awuni t•n be qu4oir•d. **h rI￿nI￿ *ttJnw. IM PO￿ •M *ppk4 to p•rtlw￿r ￿j￿nI•￿ kn¢YJrM w rac•￿d oldomibnl kng•d•• •nd kn knthd•d kn fftjlh thèSl•t•m•nl ol knconing M*)urc•s from th8fft*bl• *• th•chI￿ •om• th•rf4hl to tsJhllKSerntbn by Itl. p•rfoprrnnu olth• *>r¥t•. ¥th•r• Inco￿ ad¥anc* of p•rfonr•rt• tsrnLwnkb)n 4 dof•TrDd ht*d•d kn i¥•d*orn. Wh•f• •Th￿rnOn1 b•forn th• l• •w•d ••4 0ebtr•r. LEGACARE (UK) Um￿ED NOTES TO THE FINANCIAL STATEMEifrs {copinNUED) FOR THE YEAREPIYED 30NOVEAIBER 2023 Ae¢ountlng WlcSè8 f¢Mth#* 1.5 Rqsource8 expende ExpendluTP ts ro¢ogswed b8* ¥¥ 8 IBbty 1$ i)¢>md. Eygenthrn knL*Jd•s bwo¢tyos¥bkn VAT. ¢ wrt•d as part of thfr to rnkii&& ChgrtBb* gyndtsJrB coThptses th09• ¢xsi8 by tho tho defvery ol ts act￿￿# and forts b•n•f*lats*. bolh c09ts th¥t c4n b• tJ*ec*ty to guGh and those of an 4lfj*BL* nBlurn nec*8B8ry to •JpptsrtthgrfL Gov8man¢e th0￿ awjoiaied the rnn8tluiknnal and Statutory requI￿￿nts ofthe Cthaffty aDd ilL*Jd• thekndep8nd6ftt eyArm@tkJn fèes ond IDk8d toth strateg￿ mBn4gen*nl of the Ch*ty C#sh and ￿$h aqurya￿Dts hand and dep￿ bafikÈ. 1.7 Fln•n¢lal ITrBtnMn￿ts Flnand&l rnco9nAed in tho s￿￿1 *th•n th8 wThpAny party to th ntr4cbJal provtsk)n* of the kn5tpJTh*nL Fmancial as9¢tg 13bkn orn oif8eL **h thè r*t arrffjunts prè*ntsd in th0 fvan(i￿1 Statemsnts, *th¢n IheTr *) ? gaKy tnftywbly whl to sel off the o¢ogA*ed and htotyl*JTh to S•ttl• on a n&t t)$* orto r•ak0 tho asset and g•tskn Ih• f¥b*y r4nWjtt•n￿u* Ba* finan￿1 ?￿t5. ￿dllde tJtblor$ casfr BrKI bank b8￿r￿*S. ar8 m&agJr•d $1 transaLthn dkng tr8rt8acllon costs and sub8equonty can*d 8t a¢Tr)nL4bd rnsl bskng the eflecfv• ￿terPSt unb88 th8 arrÈngerr*ni o)nsbbJles A fo•nwg W4nsac*•Jn. %%th•re th8 1rnn5aclKb￿ ￿ ffoasured al tho p￿￿0￿1 Va￿ of th* future r8c8*ts dLYouni8d 81 a m•tst rBt• of int8retsL F￿ana￿l •sg*ts as [ec•￿bkI on• arare not armrw. 8aJkttn4nelal NAbMo¥ Bas￿r￿ar￿lIa1 tn¢18ty rew￿d.￿t￿rwd¥Jn tha aftzw0￿n* eonJllute8 athAnckng iTan8athn. 1.8 Emplo￿ The o)# of any unu*d howay onUtsrr*ht #TrD)91118ad ln tho pgik)d the Se￿ ar• rnc*r4ed. 1S Tanylbfe Ilxed ••*tS Tangib￿ I￿6{1 a3xets (Y)Sliig £500 orrmrn aro r¥pt8W and rèco9nl*d **¥on 8D)norrk benefts8r and the or ￿d￿Je ofthe assèt rAn be nwwrBd ftyed assèts a￿ w)gnthd at (X)5L After underihe c05t Trjdd, tr8y are ￿#¥upad at ￿5t S8 arthrrNJLgted depredotbn 8rtd any awJrNkied ryaknY*nr k)sse5 inojffed to bthgwig a tsnglbi• fred AS901 to its hitenoad condlyjn ghoull bo ￿L*Jded kn the ￿asurErrfjnt of w5L C*Prn•lbn LJprob*J6d on bas oirK• qqu*rnènt -33% 8trA¥ht kn• 1.10 R•tlr•mtht bon8111 Payw*ntv tOd9r￿8d￿)ntsbUII)rt 8c*ew•rJchapaed 4$An￿￿￿ •B they faldua. LEGACARE (UK) UMITED NOTES TO THE FINANCIAL STATEMENTS IcopillNUED) FOR THE YEAR ENDED 30 NOVEMBER 2023 2023 2022 UnreSt￿tI•d fu￿15 158.111 120,WJ Manaw*nt Recharge Grants 8ntt cor* B(thi1￿¥ 37.148 io.(xx) 60.ty)0 168.111 218.￿8 Anatys•$ of•xp8ndRur* Total fundB 2023 Support coBts undertakir Staff costs 159.785 159.765 0￿r Sijpport costs 27.731 27,731 159.765 27.731 187.496 Total lund¥ 2022 SUF9￿1 Staff costs 170.101 170,101 Otti¥ Supp)rt costs 45.629 170.101 45.629 215.730 LEGACARE (UK) uMrfED NOTES TO THE FINANCIAL STATEMEKtS (CONTINUED) gtr48mlty thurnent. Emplosws 2022 Pw8 Emplo>Thnl costs 2023 2022 Wayes and I c08ty 118. 126252 &5.971 7.878 33.7&fj 1S9,765 170.101 LEGACARE (UK) UMrrED IIOTES TO THE FINANCIAL STATEMENTS {COPfflNUEDI X22 nBn¢h81 A35ets 10.335 ¢redknr8'. amountfvlllrwj due wilhln one ) 2022 4,321 hablity PAYE 55.242 61941 2023 128.2461 168.111 1187.4951 147.6311 Surnm￿ olfvrKIs. Pr[or￿1 2W23 Ger*ral Fun )5251 218. (215.7291 128.2461 LEGACARE (UK) U￿￿ED NOTES TO THE FINANCIAL STATEMENTS ICONTINUEDI FOR THE YEAR ENDED 30 NOVEMBER 2023 FuThJ8 Fund 2023 2023 cU[r￿rt assets 15. 15.965 Credrtcrfs dL* under ot)0 y 163.wl 163.5961 147.6311 147,631} 10 Fund5 Fynds 22 2022 Current a888ts 35.69S CrwJltors undtrron8 (63,Y41} 163,9411 1283461 128346} 11 Pension tommitmgnts Th8 thantabk (x)mpafiy ct)nthbutes twrds the ernpknsvb pwsonal wn5h?n Sche1￿$. Totsl contrbJtK)ns payab￿ by the cornpany amounted to £7.29) (21YZ2.' E7.8781. Conirthns outstsrtdwMJ at Ihe year and totall&Y £1,26412022 £1.8651. 12 Cllentfund8 The chawity doe5 not hc4Y ary ¢i¢Trt rrK)ni 13 Company limlted by yuarJnts¥ The company is Srnited by guarantee. At 30 NoNYnber 2023 IW *Ere 4 rI￿trI$ e8ch céwhom had Ur￿e[taken to contnbute an amount net exfttdirw £1 In ihe th*nt ol a *ThMliryJ w). The company i8 under the ofthe dirnctor5 as a a5 such not (Jy*roW by any ￿1￿idUaL.