## **Trustees’ Annual Report for the period**
## **25[th]**
**From Period start date October 2019 To Period end date 2020**
**24[th] October**
## **Charity name: Horizon Legal Advice Clinic**
**Charity registration number:** 1165006
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 For the public benefit, the relief of
purposes of the charity those in need by reason of financial
as set out in its hardship, living in Greater London,
governing document through the provision of free legal
advice. 'Financial hardship' in the
above clause, means those individuals
who would not otherwise have the
financial means to obtain legal advice.
In this vein, Horizon’s provides a free
end-toend legal advice service which
focuses on two main welfare benefits,
namely Personal Independence
Payment (“PIP”) and Employment and
Support Allowance (ESA).
Summary of the main Para 1.17 and The activities Horizon undertakes in
1.19
activities in relation to furtherance of its stated purpose fall
those purposes for the under three main areas:
public benefit, in Initial interview: - conducted by
particular, the activities, volunteer advisers (VAs) and
projects or services supervised by a volunteer
identified in the solicitor, to ascertain facts of
accounts. the case - VAs and solicitor
review client case, and decide
on merits of case
Drafting of documents: includes
- advice letter to client detailing
merits of the case or lack
thereof - tribunal submission on
behalf of client
Tribunal representation: - VA
attends tribunal with client,
where case is heard at First Tier
Tribunal
Statement confirming Para 1.18 The main activity undertaken by
whether the trustees Horizon LAC is the provision of legal
have had regard to the assistance to those eligible for the
guidance issued by the welfare benefits, Personal
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Charity Commission on Independence Payment (PIP) and
public benefit Employment and Support Allowance
(ESA).
The trustees have regard to the
Charity Commission’s guidance on
public benefit
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference
Para 1.38
Policy on grant making N/A
Para 1.38
Policy on social N/A
investment including
program related
investment
Para 1.38
Contribution made by Volunteers are instrumental to the
volunteers smoothfunctioning service at Horizon
LAC. Their contribution extends to
aspects such as:
Coordination: liaising with
referral agencies, calling clients
to obtain basic overview of
client issues for client
appointments
Interviewing: volunteer
advisers and lawyers conduct
client interview
Admin and further legal work:
volunteer advisers undertake
important document
management tasks as well as
liaising with volunteer solicitors
to further a clients’ case (e.g.
from form filling, to writing up
tribunal submission)
Trustees have the responsibility
to ensure correct policies are in
place and are followed at all
times, as well as being on hand
to response to queries as they
arise. In this way, they aim is to
ensure delays are avoided and
casework is properly allocated
and managed.
N/A
Other
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## **Achievements and Performance**
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SORP reference
Summary of the main The service was able to engage with
Para 1.20
achievements of the 43 service users cases during the
charity, identifying the reporting period. Supporting client
difference the charity’s with claim and challenges to
work has made to the entitlement of Personal Independence
circumstances of its Payments (PIP), Employment and
beneficiaries and any Support Allowance (ESA) and the ESA
wider benefits to society equivalent benefit under the new
as a whole. Universal Credit (UC) benefit system.
The service was able to close 14
service users cases during the
reporting period
The service was closed to new clients
for a considerable period of time due
to Covid 19 and the lockdown. March
2020- until end of reporting period.
Clients with ongoing cases were still
being supported by the service and
our Volunteer Supervising Solicitors
and Volunteer Advisers
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41 The service up until pause of service
objectives set due to Covid had seen positive results
for clients. Since the services start in
2016 the service can report relief of
poverty for those claiming the
relevant benefits of 139 cases and
achieving benefit entitlement of
£1,409,079 for those supported
averaging a household income
increases of £7,547.33. This direct
address our object of addressing and
relieving poverty for our target
service users (beneficiaries)
Performance of We did not achieve our fundraising
fundraising activities Para 1.41 objective but we able to raise funds
against objectives set to the total amount of £14,172.03
during the reporting period.
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Investment performance Para 1.41 N/A
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 The amount of £2,276.98, in the bank
financial position at the at the end of this reporting period.
end of the period
Statement explaining Para 1.22 N/A
the policy for holding
reserves stating why
they are held
Amount of reserves held Para 1.22 We do not have reserves as such –
monies held in the Charity’s bank
account goes towards ongoing or
future costs. This includes purchase of
legal resources (and subscriptions),
monthly rent of premises, and paying
the clinic supervisor (a welfare
lawyer) responsible for overseeing PIP
and/or ESA matters that we take on
Reasons for holding zero Para 1.22
reserves
Details of fund Para 1.24
materially in deficit
Explanation of any Para 1.23 It is crucial for Horizon to secure
uncertainties about the funding for paid co ordination of the
charity continuing as a service. This is essential for:
-
going concern referring clients and
-
liaising with referral agencies,
-
recruiting and inducting
volunteer
solicitors and advisers,
-
supporting with the
administration and
management of client cases to
successful results
Without this capacity the service will
not be able to maintain a quality
service which is effective for clients.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The charity’s principal During this period fundraising
sources of funds Para 1.47 activities have taken place: through
(including any small trust and grant and donations
fundraising) from partner law firms
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46 Fundraising for staff to take on
principal risks facing the cocordination and administrative
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charity activity is vital for the sustainability of
a good service.
Other
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## **Structure, Governance and Management**
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Description of charity’s N/A
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Charitable Incorporated Organisation
constituted? (CIO)
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 2 New Trustees were appointed on the
methods including basis of their knowledge of the
details of any voluntary sector and their ability to
constitutional provisions help build on making the service
e.g. election to post or more sustainable.
name of any person or
body entitled to appoint
one or more trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The governing document of the
charity (the constitution) was
Policies and procedures amended to enable the service to
adopted for the Para 1.51 recruit more trustees able to support
induction and training of the work of Horizon and build on its
trustees success.
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name Horizon Legal Advice Centre
Other name the charity Horizon LAC
uses
Registered charity 1165006
number
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Charity’s principal Mansfield House 30 Avenons Road London E13 8HT
address
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Bernard Mustafa Until August 2020 Quorate Trustee board
2 Blauden Mustafa Until August 2020 Quorate Trustee board
3 Lucinda Hartley From October 2019 Quorate Trustee board
4 Jeremond During From August 2020 Quorate Trustee board
5 Luljeta Nuzi From August 2020 Quorate Trustee board
6
Corporate trustees – names of the directors at the date the report was approved
Director name
N/A
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for
whole year
N/A
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## **Funds held as custodian trustees on behalf of others**
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements N/A for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
N/A
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** Jeremond (Jerry) Emric During
**Position (eg** (Chair of Trustees) **Secretary, Chair, etc)**
**Date** 02/08/2021
**Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Income** WEIL G M LLP GBP £ 3,000.00 CHARITIES TRUST £ 1,000.00 AKIN GUMP Donation Morgan lewis Total £ 4,000.00 £ - £ - £ - £ -
**Expense** Rent £ 120.00 £ 120.00 £ 120.00 £ 120.00 SEBASTIEN FLETCHER £ 400.00 £ 400.00 £ 400.00 £ 400.00 CLOSE-ACCESS UNDER £ 257.00 £ 257.00 £ 257.00 £ 257.00 EIG*Hostgator.com £ 65.68 transaction fee £ 1.80 123 REG LTD Horizon GDPR legal BRUNEL TROPHIES EC WWW.LASA.ORG.UK DR GOOTY MDALY Total £ - £ 777.00 £ 844.48 £ 777.00 £ 777.00
receipts £ 14,172.00 total payments £ 12,294.73 cash funds last year end £ 400.00 cash funds this year end £ 2,277.00
## **Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20**
£ 10,000.00
£ 172.00
£ 10,000.00 £ - £ - £ - £ - £ 172.00 £ -
£ 120.00 £ 120.00 £ 120.00 £ 120.00 £ 120.00 £ 120.00 £ 120.00 £ 400.00 £ 400.00 £ 400.00 £ 400.00 £ 400.00 £ 400.00 £ 400.00 £ 257.00 £ 257.00 £ 257.00 £ 257.00 £ 257.00 £ 68.39 £ 1.88 £ 28.78 £ 2,386.80 £ 481.40 £ 112.00 £ 288.00 £ 50.00 £ 777.00 £ 805.78 £ 2,906.80 £ 590.27 £ 1,258.40 £ 1,177.00 £ 827.00
## **Oct-20**
£ - **###**
£ 120.00 £ 400.00 £ 257.00 £ 777.00 **###**