## **Trustees’ Annual Report for the period** **From Period start date 25[th] October 2020 To Period end date 24[th] October 2021** ## **Charity name: Horizon Legal Advice Clinic** **Charity registration number:** 1165006 ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|For the public benefit, the relief of those in
need by reason of financial hardship, living in
Greater London, through the provision of free
legal advice. 'Financial hardship' for the
purposes of this report means those individuals
who would not otherwise have the financial
means to obtain legal advice. In this vein,
Horizon Legal Advice Clinic (“Horizon LAC”)
provides a free end-to-end 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
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|The activities Horizon undertakes in
furtherance of its stated purpose fall under
three main areas:

Initial interview: conducted by
volunteer advisers (each a “VA”) and
supervised by a volunteering solicitor
(each a “VS”), to ascertain facts of the
case - VAs and solicitor review client
case, and decide on merits of case;

Drafting of documents: includes – claim
forms, advice letters to client detailing
merits of the case or lack thereof -
tribunal submissions on behalf of
client; and

Tribunal representation: VA and/or VS
attends tribunal with client, where case
is heard at First Tier Tribunal.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The main activity undertaken by Horizon LAC is
the provision of legal assistance to those
eligible for the welfare benefits in the form of
PIP, ESA and Universal credit related to health
conditions, disability and sickness.| 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|| |---|---|---| |Policy on grant making|Para 1.38|N/A| |Policy on social investment
including program related
investment|Para 1.38|N/A| |Contribution made by
volunteers|Para 1.38|Volunteers (VAs, case co-ordinators and VSs)
are instrumental to the smooth-functioning
service offered by 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: VAs and VSs conduct
client interview; and

Admin and further legal work: VAs
undertake important document
management tasks as well as liaising
with VS’ to further a clients’ case (e.g.
from claim form filling, to drafting
tribunal submissions on behalf of the
client).
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.| |Other||N/A| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Horizon LAC’s service was able to engage with
27 service user cases during the reporting
period, of which 9 were new cases taken by
Horizon LAC. In each of the cases Horizon LAC
supports clients with claims and challenges to
entitlement for PIP, ESA and UC related to
health conditions and disability.
Horizon LAC’s service was able to successfully
close 10 service users’ cases during the
reporting period, resulting in| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|Horizon LAC took on an additional 9 cases
during the reporting period. Since the service
provided by Horizon LAC started in 2016, it has
provided relief of poverty for those claiming
the relevant PIP and ESA benefits to
approximately 140 cases, and achieving total
benefit entitlement in excess of £1.4 million
for those supported. This directly addresses
Horizon LAC’s object of addressing and
relieving poverty for its target service users
(beneficiaries).| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|We did not achieve our fundraising objective
but we able to raise funds to the total amount
of £23,130 during the reporting period.| |Investment performance
against objectives|Para 1.41|N/A| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The amount of £11,437.26, in the bank at the
end of this reporting period.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|N/A| |Amount of reserves held|Para 1.22|None.| |Reasons for holding zero
reserves|Para 1.22|We do not have reserves as such – monies held
in Horizon LAC’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) and case
coordinator responsible for overseeing and
managing PIP, ESA and UC related to health
and disability matters that we take on.| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|It is crucial for Horizon LAC to secure funding
for paid co-ordination and management of the
service offered by it. This is essential for:
-
referring clients and
-
liaising with referral agencies,
-
recruiting and inducting volunteer
solicitors and advisers, and
-
supporting with the administration and
management of client cases to
successful results.
Without this capacity the service provided by
Horizon LAC will not be able to sustain a quality
service which is effective for clients.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|During this period fundraising activities have
taken place: through small trust and grant and
donations from partner law firms and
crowdfunding.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|Fundraising for staff to take on co-cordination
and administrative activity is vital for the
sustainability of a good service.| Other ## **Structure, Governance and Management** |Description of charity’s
trusts:||N/A| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Charitable Incorporated Organisation (CIO)| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|5 New Trustees were appointed on the basis of
their ability to help build on making the
service provided by Horizon LAC to become
more sustainable.| ## **Additional information (optional)** You may choose to include further statements where relevant about: Policies and procedures Para 1.51 adopted for the induction and training of trustees The charity’s organisational Para 1.51 structure and any wider network with which the charity works Relationship with any Para 1.51 related parties Other **Reference and Administrative details** |Charityname|Horizon Legal Advice Centre| |---|---| |Other name the charityuses|Horizon LAC| |Registered charitynumber|1165006| |Charity’s principal address|Mansfield House, 30 Avenons Road, London, E13 8HT, UK| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Jeremond During|Chair|From August 2020|Quorate Trustee board| ||Luljeta Nuzi|Trustee Support
Lead|From August 2020|Quorate Trustee board| ||Karolin Abbas|Digital Services
Lead|From August 2021|Quorate Trustee board| ||Paul Matthews|Vice chair|From August 2021|Quorate Trustee board| ||Neil McKnight|Secretary|From August 2021|Quorate Trustee board| ||George Kassimos|FundraisingLead|From August 2021|Quorate Trustee board| ||Swaz Sinha|Treasurer|From August 2021|Quorate Trustee board| – 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 ## **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 for N/A safe custody and segregation of such assets from the charity’s own assets **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |||| |||| |||| |||| |**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)** Neil McKnight **Position (eg Secretary,** Secretary **Chair, etc) Date** **Breakdown of income and expenditure cover period between:** 25 October 2020 - 24 October 2021 |**INCOME**||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||**PERIOD** (amounts in(**£**))||||||||||||
**TOTAL**|**Additional notes**(if any)| |**Details**|25 October - 25
November 2020|26 November -
25 December
2020|26
December -
25 January
2021|
26 January - 25
February 2021|
26 February
- 25 March
2021|26 March -
25 April
2021|26 April - 25
May 2021|26 May - 25
Jun 2021|26 June - 25
July 2021|
26 July - 25
August 2021|26 August -
25
September
2021|26
September -
24 October
2021||| |Morgan Lewis and Bockius|0.00|2000.00|0.00|114.55|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|2114.55|| |London Legal Support|0.00|9832.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|9832.00|| |Just Giving|0.00|444.95|101.40|146.75|0.00|0.00|0.00|0.00|424.53|0.00|0.00|0.00|1117.63|Two Just Giving payments made in period between 26 June - 25 July 2021
(inclusive)of £48.65 and £375.88 respectively.| |Cambridge Global|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|10000.00|0.00|0.00|0.00|10000.00|| |**TOTAL**|0.00|12276.95|101.40|261.30|0.00|0.00|0.00|0.00|10424.53|0.00|0.00|0.00|**23064.18**|| |**Balance carried forward from previous**
**reporting period:**|£2,276.98
3232.18|||||||||||||| |**EXPENDITURE**||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||**PERIOD** (amounts in(**£**))||||||||||||
**TOTAL**|**Additional notes**(if any)| |**Details**|25 October - 25
November 2020|26 November -
25 December
2020|26
December -
25 January
2021|
26 January - 25
February 2021|
26 February
- 25 March
2021|26 March-
25 April
2021|26 April - 25
May 2021|26 May - 25
June 2021|26 June- 25
July 2021|26 July - 25
August 2021|26 August -
25
September
2021|26
September -
24 October
2021||| |Horizon LAC Clinic Supervising Solicitor|400.00|400.00|400.00|400.00|400.00|400.00|400.00|400.00|400.00|400.00|400.00|400.00|4,800.00|| |Close access under Shpresa Programme|257.00|257.00|257.00|257.00|257.00|257.00|0.00|0.00|257.00|274.93|137.44|137.44|2,348.81|| |Rent to landlord|120.00|120.00|120.00|120.00|120.00|120.00|120.00|120.00|120.00|120.00|120.00|120.00|1,440.00|| |Hostegator (Horizon LAC website operator)|0.00|64.17|0.00|0.00|0.00|0.00|0.00|61.10|0.00|0.00|0.00|0.00|125.27|| |Hostegator transaction fee (relates to operation of
the Horizon LAC website)|
0.00|1.76|0.00|0.00|0.00|0.00|0.00|1.68|0.00|0.00|0.00|0.00|3.44|| |Ledi (Horizon support)|0.00|0.00|0.00|100.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|100.00|| |Advice UK membership|0.00|0.00|0.00|0.00|0.00|258.00|0.00|0.00|0.00|0.00|3,788.40|0.00|4,046.40|| |Advice UK Insure|0.00|0.00|0.00|0.00|0.00|0.00|156.80|0.00|0.00|0.00|0.00|0.00|156.80|| |Horizon LAC case co-ordinator (Myra)|0.00|0.00|0.00|0.00|0.00|0.00|0.00|180.90|120.60|120.60|301.50|241.20|964.80|Three payments of £60.30 made in period between 26 May - 25 June 2021
(inclusive); Two payments of £60.30 made in period between 26 June - 25 July
2021 (inclusive); Two payments of £60.30 made in period between 26 July - 25
August 2021 (inclusive); Five payments of £60.30 made in period between 26
August - 25 September 2021 (inclusive); and four payments of £60.30 made in
period between 26 September - 25 October 2021 (inclusive).| |Awards for Horizon LAC's volunteer advisors|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|481.40|0.00|0.00|481.40|| |**TOTAL**|777.00|842.93|777.00|877.00|777.00|1,035.00|676.80|763.68|897.60|1,396.93|4,747.34|898.64|**14,466.92**|| **Horizon Legal Advice Clinic: Statement of Financial Activities (accounts)** **Period** : 25 Oct 2020 - 24 Oct 2021 |**Unrestricted funds**
**(£)**
**Restricted**
**funds (£)**
**Endowment**
**funds (£)**
**Total funds**
**(£)**
**Income and endowments from:**
Donations and legacies
3,232.18
0.00
0.00
3,232.18
Charitable activities
0.00
0.00
0.00
0.00
Other trading activities
0.00
0.00
0.00
0.00
Investments
0.00
0.00
0.00
0.00
Other
19,832.00
0.00
0.00
19,832.00
**Total**
23,064.18
0.00
0.00
23,064.18
**Expenditure on:**
Raising funds
100.00
0.00
0.00
100.00
Charitable activities
0.00
0.00
0.00
0.00
Other
14,366.92
0.00
0.00
14,366.92
**Total**
14,466.92
0.00
0.00
14,466.92
Net gains/(losses) on investments
0.00
0.00
0.00
0.00
**Net income/(expenditure)**
8,597.26
8,597.26
**Transfers between funds**
0.00
0.00
0.00
0.00
**Other recognised gains/(losses):**
Gains/(losses) on revaluation of fixed assets
0.00
0.00
0.00
0.00
Actuarial gains/(losses) on defined benefit pension
schemes
0.00
0.00
0.00
0.00
Other gains/(losses)
0.00
0.00
0.00
0.00
**Net movement in funds**
0.00
0.00
0.00
0.00
**Reconciliation of funds:**
Total funds brought forward
£2,276.98
0
0
£2,276.98
**Total funds carried forward**
£10,874.24
£10,874.24|**Notes**
See tab entitled'Accounts breakdown'
: Donations from Morgan Lewis and Just Giving
See tab entitled'Accounts breakdown
': Payments from London Legal Support and Cambridge Global
See tab entitled'Accounts breakdown'
: Payment to Ledi (Horizon support)
See tab entitled'Accounts breakdown'
: Payments to Horizon LAC Clinic Supervising Solicitor, Close access under Shpresa Programme, Landlord (rent), Hostegator (Horizo
Ledi (Horizon support), Advice UK (membership and insure), Horizon LAC Case Co-ordinator and purchase of awards for Horizon LAC's volunteer advisors

| |---|---|