Charity R*￿tratits) No. 114C￿40 C(wny ￿>." 07287(tr2 {ErykirbY andW*sl LEGACARE (UK) LIMITED ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2024 LEGACARE (UK) LIMITED LEGAL AND ADMINIStRATIVE INFWTION Prfnclpal *d*• &Jlo 12 189Hbah&nat Tyrt 8Th1 W LEGACARE (UK) LIMrrED coKrENTS 14 &13 LEGACARE {UK) UP￿rED TRUSTEES. REPORr FOR THE YEAR ENDED 30NOVEAfBER 2024 The trustee5 present their repc¥t and finanuat statements for the year ending 30 Novembèr 2024. The accounts have been prepared I￿ acoydance with the accourrting polioes set in note I to the accounts and comply with the Companies Act 2CA)6 and 'Actountin8 and ReportsnE by (haiities" Ststement of Recommended Prattice applicable to charities prepanag theF"r accounts in accordano with the Firbantial Reporhn8 Standard applicable in the UK and Republic of Irelafid IFRS 1021. (as amended for accounting periods commenonE frorn I January 20161 Ovf charity's purposes as Set oirt in the obieLts contrined in the company's memorandum of a￿00ation are to. Relieve the physical and rnental health of people (fiagnosed wth terniinal or lrfe threatening illnesses land their families and carers) th[oL￿ tho PFOViSW* of a(5¥["￿ and prac*cal support The aims of ourcharity are to" Reduce the levels of Str￿ and an￿ety of perwle affected by lrfe threktenin8 ill¥￿$5. To provide as much free legal help and continued support to patients and carers who would not otherwise have access to it betsuse of scxial orfinanaal extlu5k)n To improve qualtty of life for patsents To assist in the proM&on of digntty at ttme of death To provsde legal advice and sUPWrt fvr famity 3nd carers when their W ones have died. We review our aims. obJectNes. and aclivities eath yeai We look atwhat we achFeved and the outcomes of t)rwoA¢ in the previous 12 months The rew*44 looks at the suctsss of tyJr ac￿t$e5 and the benefits they have brought to tlw groups ofpeople we are set up to help. Our rnasn objett￿e Is to rdieve the physical and mental health of pewle dia8￿Sed wlth termiftal or lrfe-threateftin8 Illnesses. The strategies we use to meet these obieLtives indude". Provtding a range of legal service5 inclu￿Ing advice and support on empl(yment issues. debt, houyn8 and mort8a8e probSem5. Insurancedaims. children. and famdy ￿U￿$ dfafttng w*lls. lasting powersofattorney and working alongside OUT local NHS partners to a55iSt them vAth advan￿ care plaTrning Provtding an emergency Serv￿ for urgent referrdL5 for Patients com4nE to end of life attendin8 upon them at home, in hospice 01 hospitsl. Promding out of office support for patients and health profesy)na15 Trainjng and EdUcat￿n health profes￿1$ on the ryortano of a collaborative approath to patient aFe Working In partnership wrth NHS Trnsts, Trusts Primary Care. HOSPI￿ and other thar￿les, patients. farni1￿S. ¢aTers, and health professionals to raise awarene55 of the importafice of seNangthe unmet legal neas of patients EO continue to irnprove delNerano of totslty integrated services. We continue to strwe to make a drfference to the live5 of many North East people who have a life threatening Oiagnosis. We are delightsd to report that betseen I" December 2023 and 3￿ November 2024. we were able to assist 504 people affected by life threatet5inyJteTminal illne&s". 0 296 of the above were female and 208 were male. O We adopt a RAG system. Red = houF5 to short days to INe." Amber - Days to stx months, and Green- anybody with a lrfe expettancy of more than s¢x months. We had 48 red referrals. 437 amber referrais aRd 19 8reen referrals. LEGACARE (UK) UMITED TRUSTEES. REPORT FOR THE YEARENDED &JNOVEAIBER 2024 / Near￿ 811 the referrals were cancer patients. There were 22 Motor Neuron patients, 7 COPD patients, 4 rnultiple scleiosis. 4 stroke and l Huntingdon's Disease. The reason for this is because most cancer patients are referTed Into palliative care. and tt is the pallvdtsve care 5perialists who refer the patients into Legacare. One of the key benefts for dients ac£essiTrg sup￿rt from Legacare is that our team are trained to consider their needs h0listy.ca1￿. Qur approach is 'person Iocu5ed' father than task foojsed. In practice this mean5 that, while rnost patients are Initial￿ referred to us for Wilb. we usualfy fmd thatthere are several matters they need ass$tance vhth which. The advice and assistance must be given in a tirne￿ manner to achieve (¥Jr aims. Notwthstanding. on average, we 3s$1sted each individual with three to four leg61 ￿SueS. The most urgent matteTS ￿tate to guardianship and welfare of young children and children who suffer from disability- For example." Lauren was onty 21 when she was referred to Le8aCate by her pall￿t￿e care nurse. Diagllosed with Hunty"ngton's DJ"sease at the age of 18, her health was deterioratillg rapidly and she was desperate to put her affair5 in order, having witnessed her father and uncle both die of the disease. She also had a son aged 4 3fid she wanted to make sure that her wishes regarding him were legal￿ enforceable. Over several months, we supported Lauren In puthngher affairs in order. Together, we draftéd herwill and Lastin8 Powers of Atto¥ney. With her palliatwe care Nurse present. we also piepared an Advance Care Plan to ensure her w5hes would be followed, evefi rfshelost capaoty. This Included a Do NotArtempt Resuscitation order. an ernergency healthcare plan, and an Advance Deas￿n to Refuse Treatment. Lauien also asked us to help her record her funeral wishes by connectin8 her with a trusted fLtnwal director and ￿l*brant. Her challenges extended be¥mnd legal mattefs. A5 her condition worsened. Lauren's mtsbilitydedined, and her tnvoluntary movements rnade dimbing stsirs impossible. When both the l¢Kal authorityand a hou51n8 provider refused to rehome her on the basis'she wastooyoungl, We challenged theii deci￿On. Ultifflate￿. we secured a specialfy adapted flat next to her mother. 8iving LaureTr the digllity. safety, and farn1￿ supportshe urgentty needed. Shcrftly before her 22nd birthday, Lauren confided that she was pL4nning a 30th birthday party. When asked why, she explained she doubted she would live to see 30-and even if she did, she feaied she would no longer be able to dance. She had never had a party. never travelled abroad. and feh she had been denied many of life's simple joys. Determined to change that, we hdped organise her first birthd3y celebiatson and set up a crowdfunding Pa8e to fulfil her dreatn of going to Disneyland Paris with her little boy. Thartks to the generosrty of supporter5. we raised £12,400-enough for Lauren to create magical memories with her son. en￿)Y a much-needed holiday her fami￿. and make her new home a plèce of ¢omforL La￿ren'$ story is justone example ofthe complex. often he*rtb￿ak[n￿￿a1leftge$Our£1￿fits fa￿. At Legacare. we provide not only legal expertLse. but also holistic. compassionate 5UPWt_ensuring that people like LauTen afid their families can fao the future with dienity, peate of mind. and mornents of joy. Joe Is S2 and lives in a tare home_ When ht È5 referred by h*5 palliatNe Care nurse. she warns u5 he can be a lit￿e eccentric. He has Iwed kwth serious mental health thallen8es for many years and is now è150 has ¢aft￿r is appioachiftg the end of his life. When our 501ic*tor arrives, the care home manager greeted her with relief. She confided that She ha5 been deep￿ worried abovt what woukl happen when Joe died as he has no dose farn1￿ and no Instructions in place. and this uncertainty has been fuelling his anxjety. When we met Joe in his rwm he was very frail and attached to a syrin8e drw. He was dearly very nervous. 'I'm frightened of everything." he told the solicitor_ HIS biggest contefn was what wll happen atter he s gone, i.e. who wi# airange his fijneral, and whether his wishes will bo respected. Our soliotor sat and listened as to what was important to Joe and w35 able to 8Ne him option& Together. thry foTmulate¢J Joe's wthes. and the solititor drafted his Will. She also LEGACARE IUK) LIAITED TRUSTEES. REPORT R)R THE YEAR ENDED ￿N0vEA•BER 2024 advised Joe that Leg3Care coukl arrange hs funeral and attend Irf he so wishedl. We coukl register ht5 death and deal with dosing any accounts and cancdling difeLt debits_ By the end of the meeb"ThL he was smilillg. "I can't believe how much better I feel.- he said. The followi￿g day. we feturned fo¥ Joe to execute his Will. This tirne. he yeetel the soliotor warmly. After the tneeting (with Joe's consent) we told the Care ManageT to contart us when Joe died 50 thatwe £ould carry out hiswishes. She told us that the change in him was Temarkable, and Joe told her that he felt like a gte&t W￿ht had been lifted, and he had pea￿ of mind knrming that his wishes would be resp￿. We re￿￿1 an urgeftt referral for Michad. who was 25 years ofage. aftd had been liwng wrth can￿r fi)r seven years. He was at htsme wtth his parents. The nurse said he had just been told by his dKtors that there ère no fvrther treatrnents available. Whe# tyjr 501iciior arrived Michael was still reelin8 from the news. Though he had known this rnoment would come, heanngitout loud a majorshock. What mattered mostto him was protectinghisdau8hter (aged 21. He worried that. without a Will. his thild'5 mothe¥ rn￿￿1 try to ￿ke anything he left behind - and his daughter would be left with nothing. He spoke openly about his family and his wishes. This enabled the solic(tor to capture everything that was important to him. and between them theyagreed a plan of aLtion. butthe rn05tpressing matterwas to puthiswill in plao. InstructlOn5 were taken to draft the will and the plall was for the soliotor to ieturn the fiAlowing morning, but tra8ically, he was tsken nto hospital sh￿ts¥ afterwards and died that ￿eThIn& Oui solKitor was the last person outside htrs family to speak wlth hirn. Although the Will was not le8ally bindiTr& his family liftduding the child's motherl deuded to hoftour his w￿he5 in particular, hi5 wshes relating to his daughter. In the tnidst of their grief. the farnity told us that having someone115ten to him and record hts wishes was-a btessin8.- It gave them comfortto know hsvobce had been heard. Research at UCL and international￿ has confirmed our beliefs of the health-harming effects of L¢nresolYed legal problems that contribute to health inequalities for vulnerable people. They are also m(Ke like￿ to have drfticulty accessing support and advi￿ for such ￿￿Je$. Further. ynce the reduction5 in public funding for community legal services. there is eviden that coMp￿X socio-leEal issues are over-spilling into NHS Gweral Pfactice. as GPS beciKne the last soyrce of free professional advice in the communty. We know that addressing and resoknn8 issues such as guardi8n5hip. debt. hou9ry& employment, and relati0ry5hip matters can grealjy ease a Patienvs anxietiesaboutthe fvtvre. Our dsents tell us thatth￿ hasa pos¥tive impacton both their mental and physical wellbeing; reducing their relian￿ on the NHS. especial￿ Gps and primary care tearns. and Improves their quality of life. We also know that pats'ents ￿th a non-(an￿[ diagnosis such as demen*3 or other progresswe neurological condition will often face even greater Lthallenges than those who are living wrth ￿n￿r. So. we ale deli8hted to be able to advise that we are enga8in8 wtth GPS Jn Northumberland who lead on illness suth a5 Dementia. Frailty and Elder￿ Care, P#lliatNe Care aThd Cancer, with the aim of encourawng earlier referrals to Legacare for ALL p3tieRts wtth low socioeconornic status who have been diagThosed with a li￿threatening condition and could benefit from petsonalised. holistic legal supporL This work h35 alreadv bo8un in goLth Eatt Northumberland. horne to some of the UK'S m05t deprtved commuTriue5. GPS, Social Prescribers and other charities Isuch as CAB. Alzheimers kniety. Age UL and Carers Northumberlandl are ideally placed to idenbfy individuab experienang hardship who would benefft from le831 support Through a prograrnrne of training and informatTon 5harinÈ we could ensure that this group of health. soaal care practitioners and charities understand that ovr seryices are open to all patbÈTrts with a life threatening or life limitsn8 diagnosis induding those with dementia, frailty. or a progresswe neuTological COnd￿"0n (subject to fundingl. And. together, we will learn about the benefits of ear￿ referral to Legacare." both f4Y the individual who will feel better supported and less anxious and for busy Pnrnary Care teams who may experieno a correspondtn8 reducbon detnalld their servi￿. Data collection and evaluation of our work in South East Northumberland wll help us continue to irnprove our service and to build Dn the model-8Tadualty changin8 referral pattprns and reaching more North East patients at On earler stage in thetr illnes LEGACARE IUKP UMfTED TRUSTEES. REPORT FOR THE YE4R ENDED ￿NOVEmBEft 2024 Beyond Legaca￿, data collected from this collaborats.on lends StselF to fvrther stu¢fy of semce models and good practice In this area ènd could also prompt various issues at a nationwide stratewc level. For example. there is oJfrent￿ no overarchin8 strategy for proiri&oR of sooal welfare legal a￿stanCe in health or soaal care. Currentty, services are uncoordinated aTrd there is patrhycovera¥e.fraEile fulldingarrangements and a laL*of collectsve approachestoevaluation. Wewill contnue our campaigniA8worl Offeringr￿a[cherS and commissK>ners our pilot project as a platform to generate and share information which will aC￿lerate progress ¥n this area and assist those wshin8 to plan and Implernent services. share learnings and prathce, build collab￿atIOn. and undertake research. Ultimately. we would hope to see adeouate ststuw funding for so(ièl welfare legal servtces across the UK. Right now. however, without Le8aCare our vulnerable dsent group woukl be unable to access le8al advice and support when they need it most. Our fvnding base is fiJndaMentaI￿ Cha￿Ing and becomin8 more 5usts4nab￿. We propose to red*J￿ wenditure and to increase donated income so that they beccffle more proporb'cffiate to each other. We have identified and seojred a newfundingsource who aligrsmorewith us. specifKaltysupporttn8charities who provide ac￿SS to lusty￿ and human rights. We believe thèt a more Streomlined tharty will enable expansion in speafic project funded areas. Sadly. on a less pos[t￿e note, as a reSU￿Of changin8Accountants. who uTrdert4)ok a thorough rewew of our finanaal aftsirs, idetitified there has been an untjerpaymeftt to HNIRC Howevef. we have secured a manègeable payment plan that is not detrimental to our oftgoin8 business actwities. That said. we antitipate a Stronger balance sheet in 2025. The Charity is a company limited by guarantee and was r￿tered as a Chwity wtth the tharty Commission on 25 january 2011 The TTUStees. who are also the dIrect￿S for the Pufpose of company are . Coleen Arnold Secretary (Accountsntl David Rees Sales ènd distribubon director Robert PletheTin8ton Service user Steve Casev H R tX"rector The trustees have a duty to identÉfv and revrewthe nsks to whith theTru5t ￿ eyposed. mustensuie appropriate controls are in place to provrde reasonable assurance against erroT and fraud The Charl￿5 aims and achie¥fements a￿ Set report The activitye5 set out in this report have been undertaken to further the Chary￿$ charitsble puiposes for the public benefit The trustees have complied with the duty under 5ertion 17151 of thethartttes Art 2011 to havedue leEard to the PLEblK benefit 8uidance published by the Charity Commissjon in deciding what èctivib.es theTrust should uThJertake. The trustees have paid due TeEard to ￿sl￿d by the Cfratity CLvnmi%yon in de(idin8 what activities the charity Should Ul￿ertake Thi5 Rep￿ ha5 been approved by Ihe Board of Trustees Davkl 11tt5 atr LEGACARE IUKI LIMrrED INDEPENDETr￿ EXAPthNEFfs REPC*T TO THE TRUSTEES OF LEGACARE (UK) Uk•TED of. the chaty e•rwJ uTrJer 145 01 ts Chortw 2011. In c•rryirva rrty •xamln8Uon haw •0 ￿ awJlkat4e ty lh• Charty com1￿#*10￿ ￿#•r 8•rl&)n 145(51 Ibl 2011 Chart•rnO A￿O￿n￿rIS NE27 ¢JBQ ## **LEGACARE (UK) LIMITED** ## **STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT** _**FOR THE YEAR ENDED 30 NOVEMBER 2024**_ |**Not**
**Income from�**
Donations and legacies
2
**Total income**
**Expenditure on:**
Charitable activities
**3**
**Total expenditure**
**Net movement in funds**
**Reconciliation of funds:**
Total funds brought forard
Net movement in funds
**Fund balance at 30 November 2024**|**Unrestricted**
**funds**
**2024**
£
211,572
**211,572**
203,203
**203,203**
**8,369**
(47,631)
8,369
**(39,262)**|Unrestricted
fnds
2023
£
168,111
**168,111**|Unrestricted
fnds
2023
£
168,111
**168,111**| |---|---|---|---| ||||187,496
**187,496**| ||||| ||||**(19,385)**
(28,246)
(19,385)| ||||**(47,631)**| The statement of financial activities includes all gains and losses recognised in the year and therefore a statement of comprehensive income has not been prepared. All income and expenditure derive from continuing activities. The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006. ## **LEGACARE (UK) LIMITED** ## **BALANCE SHEET** ## _**FOR THE YEAR ENDED 30 NOVEMBER 2024**_ |||**2024**|||**2023**|| |---|---|---|---|---|---|---| ||**Notes**|||||| |||**£**|**£**|**£**|
**£**|| |**Fixed assets**||||||| |**Current assets**||||||| |Debtors|**7**|26,454|||5,610|| |Cash at bank and in hand|**6**|5.979||10.355||| |**Total current asset**||**32,433**||**15,965**||| |**Creditors: amounts falling due within one year**|**8**|**{71,695)**||**{63,596)**||| |**Net current assets/(liabilities)**|||**(39,262)**|||**(47,631)**| |**Total net assets**|||**(39,262)**|||**(47,631)**| |**Charity funds**||||||| |Unrestricted funds|**9**||(39,262)|||(47,631)| |**Total Funds**|||**(39,262)**|||**{47,631)**| For the financial year ended 30 November 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476. The Directors acknowledge their responsibility for complying with the requirements of the Act with respect to accounting records and for the preparation of the accounts. These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime. The financial statements are approved on behalf of the trustees by D Rees Trustee Dated: 26 August 2025 Company Registration No. 07287062 7 LEGACARE IUK) UAIITED NOTES TO THE FINANCIAL STATEMENTS A¢¢ow*lny polcl• LEGACARE (UK) uMrrED NOTES TO THE FINANCIAL STATEMEIITS {CONTINUEDI FOR THE YEARENDED 30NOVEA18ER 2024 Accounllng polide8 (CL 1ts Re5Q¥T¢88 expe￿18& Tanglblo I1x￿ a6•4ts LEGACARE IUK} LIMITED NOTES TO THE FINANCIALSTATEMENTS (CONTINUED) FOR THE YEAR EN£￿D 30 NOVEMBER 2Q24 Unr•Jtrkt8d funds DO￿tiOnS and grfls 123.327 158.111 8ts245 10.(X)O 168.111 211.572 Anitya•8 of *xp￿dI1￿r0 by *tltr¥ll•& Totsi lund8 2024 unthrt•khvJ 174.898 174.898 174.89 28.￿5 203203 Tètsifumth Jpport und•rt*ki Staff 159.765 27.731 27.731 159.785 27,731 187,496 10 LEGACARE {UKI LIMrrED NOTES TO THE FINANCtALSTATEME14TS IcoKllNUED) FOR THE YEAR ENDED 30 NOi4EMBER 2024 Empknyg &)Iw?knFS Admkn Stsff Parahi981 Total 2023 152.7r1 142.W81 14.469 7.29J 171898 159.7SS romurvatioth ￿ ob)erber*12￿2￿ Nll. LEGACARE (UK) LIMITED NOTES TO THE FINANCIAL STATEMENTS (coKnNUEDI FOR 7HE YEAR ENDED 30 PIOVEAIBER 2024 X)74 FInanU￿ A85ets 70.335 Olhèrdthtors 5.610 Pen*on Ikibthty PAYE 673 1.264 85.814 55.242 71.8gS 63A06 2024 Ger￿&1 Fwhjs 147MI1 211.572 12032031 139282) Summary ofltsnds. Prknry• 2023 Ger*al Fur 128246) 168.11f {187,4 147,6311 12 LEGACARE (UK) LIMITED NOTES TO THE FINANCIAL STATEMENTS ICONTINUED) FOR 7HE YEAR ENDED30 fioi4EM8ER 2024 io FUNIS FLtE*l (71.6951 171.8951 1392 139,2621 Tolal Fund# F¥nd* C¥rr6rt •88 15, 15.965 I63.￿) 163.5 147.M11 147,6311 12 £1.2641. Chnt*Jnds 14 13