## **Trustees’ Annual Report for the period**
**From Period start date To Period end date**
**25[th] October 2021 24[th] October 2022**
## **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 LAC 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
18 service user cases during the reporting
period, of which 10 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 8 service users’ cases during the
reporting period, securing benefit entitlements
of £97,440.|
## **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 [10] cases
during the reporting period and secured
benefit entitlements for service users of
£97,440. 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|Horizon LAC was able to raise funds to the total
amount of £25,000.00 during the reporting
period.|
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|Review of the charity’s
financial position at the end
of the period|Para 1.21|The amount of £21,593.82, 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|Horizon LAC does not hold reserves.|
|Amount of reserves held|Para 1.22|None.|
|Reasons for holding zero
reserves|Para 1.22|Horizon LAC does not hold reserves. Monies
held in its bank account are used to fund
ongoing or future costs. This includes purchase
of legal resources (and subscriptions), monthly
rent of premises, insurance, and paying the
clinic supervisor (a specialist welfare benefits
solicitor) responsible for overseeing and
managing PIP, ESA and UC related to health
and disability matters that Horizon LAC takes
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|Horizon LAC relies on discretionary donations,
primarily from law firms, in order to fund its
activities. As Horizon LAC expands its service it
will need to secure funding for paid co-
ordination and management of the service
offered by it, which will be important to build
capacity and help to sustain an effective service
offeringfor its clients.|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
The charity’s principal Para 1.47 sources of funds (including any fundraising) Investment policy and Para 1.46 objectives including any social investment policy adopted A description of the principal Para 1.46 risks facing the charity 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|Horizon has 7 trustees who 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 related Para 1.51 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(if any)**|
|---|---|---|---|---|
||Jeremond During|Chair||Quorate Trustee board|
||Luljeta Nuzi|Trustee Support
Lead||Quorate Trustee board|
||Karolin Abbas|Digital Services
Lead||Quorate Trustee board|
||Paul Matthews|Vice chair||Quorate Trustee board|
||Neil McKnight|Secretary||Quorate Trustee board|
||George Kassimos|FundraisingLead||Quorate Trustee board|
||Swaz Sinha|Treasurer||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)**
**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
## **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 McKni ht g **Position (eg Secretary,** Secretar **Chair, etc)** y **Date** 22 Au ust 2023 g
||**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006)|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|**Breakdown of income and expenditu**|**re cover period between:**25 October 2021 - 24 October 2022(inclusive)|||||||||||||
|**INCOME**||||||||||||||
||**PERIOD**(amounts in (**£**))|||||||||||||
|**Details**|**Financial accounting period:**25 October 2021 - 24 October 2022 (inclusive)|||||||||||||
||25 October - 24
November 2021|25 November - 24
December 2021|25 December 2021 -
24January2022|25 January - 24
February2022|25 February - 24
March 2022|25 March - 24 April
2022|25 April - 24 May
2022|25 May - 24 June
2022|25 June - 24 July
2022|25 July - 24
August2022|25 August - 24
September 2022|25 September - 24
October 2022|**TOTAL**|
|**Maingrant**|0.00|0.00|10,000.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|10,000.00|
|**Cambridge Global**|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|15,000.00|0.00|0.00|15,000.00|
|**TOTAL**|
0.00|0.00|10,000.00|0.00|0.00|0.00|0.00|0.00|0.00|15,000.00|0.00|0.00||
**Balance carried forward from previous reporting period** (25 October 2020 - 24 October 2021):
|
- 24 October 2021):|£11,437.26
|£11,437.26
|£11,437.26
|£11,437.26
|£11,437.26
|£11,437.26
|£11,437.26
|£11,437.26
|£11,437.26
|£11,437.26
|£11,437.26
|£11,437.26
|£11,437.26
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|**EXPENDITURE**||||||||||||||
||**PERIOD**(amounts in (**£**))|||||||||||||
|**Details**|**Financial accounting period:**25 October 2021 - 24 October 2022 (inclusive)|||||||||||||
||25 October - 24
November 2021|25 November - 24
December 2021|25 December 2021 -
24January2022|25 January - 24
February2022|25 February - 24
March 2022|25 March - 24 April
2022|25 April - 24 May
2022|25 May - 24 June
2022|25 June - 24 July
2022|25 July - 24
August2022|25 August - 24
September 2022|25 September - 24
October 2022|**TOTAL**|
|**Horizon LAC case co-ordinator**|241.20|120.60|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|361.80|
|**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**|137.44|137.44|137.44|137.44|137.44|137.44|0.00|0.00|0.00|0.00|0.00|0.00|824.64|
|**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|65.16|0.00|0.00|0.00|0.00|0.00|68.98|0.00|0.00|0.00|0.00|134.14|
|**Hostegator transaction fee (relates**
**to operation of the Horizon LAC**
**website)**|0.00|1.79|0.00|0.00|0.00|0.00|0.00|1.89|0.00|0.00|0.00|0.00|3.68|
|**Expenses**|0.00|6.85|0.00|11.15|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|18.00|
|**Bank charges**|0.00|0.00|5.00|5.00|5.00|5.00|5.00|5.00|5.00|5.00|5.00|5.00|50.00|
|**Beware of the bull funding app**|0.00|0.00|220.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|220.00|0.00|440.00|
|**Advice UK Insure**|0.00|0.00|0.00|0.00|246.00|0.00|0.00|1715.00|0.00|0.00|0.00|0.00|1,961.00|
|**Advice UK membership**|0.00|0.00|0.00|0.00|263.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|263.00|
|**123 Reg Ltd**|0.00|0.00|0.00|0.00|0.00|0.00|28.78|0.00|0.00|0.00|0.00|0.00|28.78|
|**Advice Pro**|0.00|0.00|0.00|0.00|0.00|0.00|0.00|2948.40|0.00|0.00|0.00|0.00|2,948.40|
|**Shpresaprogramme**|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|0.00|1570.00|0.00|1,570.00|
|**TOTAL**|
898.64|851.84|882.44|673.59|1171.44|662.44|553.78|5259.27|525.00|525.00|2315.00|525.00||
**Balance at end of the reporting period:** as at 24 October 2022
£21,593.82
## **Horizon Legal Advice Clinic: Statement of Financial Activities (accounts)**
**Reporting period** : 25 October 2021 - 24 October 2022
|**Reporting period**: 25 October 2021 - 24 October 2022|||||
|---|---|---|---|---|
||**Unrestricted funds**|**Restricted**|**Endowment**|**Total funds**|
||**(£)**|**funds (£)**|**funds (£)**|**(£)**|
|**Income and endowments from:**|||||
|Donations and legacies|15,000.00|0.00|0.00|15,000.00|
|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|10,000.00|0.00|0.00|10,000.00|
|**Total**|25,000.00|0.00|0.00|25,000.00|
|**Expenditure on:**|||||
|Raising funds|440.00|0.00|0.00|440.00|
|Charitable activities|0.00|0.00|0.00|0.00|
|Other|14,403.44|0.00|0.00|14,403.44|
|**Total**|14,843.44|
0.00|0.00|14,843.44|
|Net gains/(losses) on investments|0.00|0.00|0.00|0.00|
|**Net income/(expenditure)**|10,156.56|0.00|0.00|10,156.56|
|**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|11,437.26|
0|0|11,437.26|
|**Total funds carried forward**|21,593.82|||21,593.82|