## **Trustees’ Annual Report for the period** **From Period start date To Period end date** **25[th] October 2022 24[th] October 2023** **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 individuals in
need by reason of financial hardship (clients)
through the provision of free legal advice.
Financial hardship for the purposes of this Annual
Report means those individuals who would not
otherwise have the financial means to obtain legal
advice.
Horizon Legal Advice Clinic (“**Horizon LAC**”)
provides its service to clients for free and focuses
on the disability impact assessment elements of
Personal Independence Payment, Employment and
Support Allowance, Disability Living Allowance and
Universal Credit (collectively referred to as
“**Disability Related Benefits**”).| |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|In furtherance of Horizon LAC’s stated purpose,
teams (of one or more volunteer advisors
supervised by one or more volunteering solicitors)
undertake various activities including:
•the interviewing of, and liaison with, clients to
review, gather evidence for and assess the facts
of a Disability Related Benefits claim; and
•the drafting, by such teams, of advice letters to
clients and the preparation of claim forms and
appeal tribunal submissions on behalf of clients.| |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
Disability Related Benefits.
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|All of the work of Horizon LAC is conducted by
volunteers. The:
•client team volunteers,
•case managers, and
•Trustees,
respectively:
1. provide Horizon LAC’s service directly to
clients;
2. coordinate and facilitate the provision of that
service; and
3. oversee the provision of Horizon LAC’s
service.
For consultancy fee costs, Horizon LAC engages a
specialist welfare benefits solicitor to supervise the
legal aspects of the provision of its service to
clients.| |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|Helping clients obtain the Disability Related
Benefits they are entitled to has a personal, direct
and significant positive on their financial
circumstances and the alleviation of the impact of
their disabilities. Clients also report that Horizon
LAC’s work leads to the intangible benefits of
clients feeling listened to and supported in a
complex and often impersonal claims procedure
and at a time when their own personal resources
may be under strain.
Horizon LAC contributes to a wider social benefit
in helping to ensure that the intended distribution
of benefits to those most in need and as enacted
in the public welfare benefits system, is effected.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||**SORP**
**reference**|| |---|---|---| |Achievements against
objectives set|Para 1.41|The objectives of Horizon LAC focus on the
individual needs of its clients and servicing as
many clients as volunteer, administrative and
funding resources permit.| |Performance of
fundraising activities
against objectives set|Para 1.41|As the cash balance carried over from the
previous financial reporting period was adequate
for its purposes, Horizon LAC minimised
fundraising activity over this financial reporting
period.| |Investment
performance against
objectives|Para 1.41|| |Other||| |**Financial Review**||| ||**SORP**
**reference**|| |Review of the charity’s
financial position at the
end of the period|Para 1.21|The amount of £ 13,222.24, is in the bank at the
end of this financial 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), registered office
costs, insurance and advance agreed clinic legal
supervisor consultancy fees.| |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 is dependent upon:
•discretionary financial contributions for its
income, and
•volunteer commitments for human resources,
but mitigates these risks by managing its client
commitment undertakings on an ongoing basis.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||**SORP**
**reference**|| |---|---|---| |The charity’s principal
sources of funds
(including any
fundraising)|Para 1.47|As the cash balance carried over from the
previous financial reporting period was adequate
for its purposes, Horizon LAC minimised
fundraising activity over this financial reporting
period.
A small private charitable grant was however
gratefully received during this financial reporting
period.| |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|Horizon LAC is dependent upon:
•discretionary financial contributions for its
income, and
•volunteer commitments for human resources,
but mitigates these risks by managing its client
commitment undertakings on an ongoing basis.| |Other||| ## **Structure, Governance and Management** ||**SORP**
**reference**|| |---|---|---| |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|During this financial reporting period, Horizon
LAC’s trustees were re-appointed on the basis of
their ability to help Horizon LAC fulfil its purpose.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||**SORP**
**reference**|| |---|---|---| |Policies and
procedures adopted for
the induction and
training of trustees|Para 1.51|| |The charity’s
organisational structure
and any wider network
with which the charity
works|Para 1.51|| |Relationship with any
related parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Horizon Legal Advice Centre| |---|---| |Other name the charity uses|Horizon LAC| |Registered charity number|1165006| |Charity’s principal address|3rd Floor, 86-90 Paul Street, London, EC2A 4NE, UK| ## **Names of the charity trustees who manage the charity** (during the period) |1
2
3
4
5
6|**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|25 October 2022 to
8 August 2023|Quorate Trustee
board| ||Karolin Abbas|Digital Services
Lead||Quorate Trustee
board| ||Paul Matthews|Vice Chair/ now
Chair||Quorate Trustee
board| ||Neil McKnight|Secretary||Quorate Trustee
board| ||George Kassimos|Fundraising Lead||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
held in this capacity|N/A| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|N/A| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|N/A| ## **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)** SWAZ SINHA **Full name(s)** SWAZ SINHA **Position (eg Secretary, Chair, etc)**[ Treasurer ] **Date** 23 August 2024 ||**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)|**Financial accounts: Horizon Legal Advice Clinic **(Charity number: 1165006) ("**Horizon LAC**") (2022 - 2023)| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |**INCOME**||||||||||||||| ||**PERIOD**(amounts in (**£**))|||||||||||||| |**Details of income:**|**Financial reporting period:**25 October 2022 - 24 October 2023 (inclusive)|||||||||||||| ||25 October - 24
November 2022|25 November - 24
December 2022|25 December**2022**-
24 January 2023|25 January - 24
February 2023|25 February - 24
March 2023|25 March - 24 April
2023|
25 April - 24 May
2023|
25 May - 24
June 2023|25 June - 24
July 2023|25 July - 24
August 2023|25 August - 24
September 2023|25 September - 24
October 2023|**TOTAL**|**ADDITIONAL NOTES**(if any)| |**London Legal Support**|£0.00|£0.00|£0.00|£0.00|£0.00|£298.75|£0.00|£0.00|£0.00|£0.00|£0.00|£0.00|**£298.75**|As the cash balance carried over from the previous financial
reporting period was adequate for its purposes, Horizon LAC
minimised fundraising activity over this financial reporting
period.| |**TOTAL**|
**£0.00**|**£0.00**|**£0.00**|**£0.00**|**£0.00**|**£298.75**|**£0.00**|**£0.00**|**£0.00**|**£0.00**|**£0.00**|**£0.00**||| **Balance carried forward from previous reporting period** (25 October 2021 - 24 October 2022): £21,593.82 |**EXPENDITURE**||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||**PERIOD**(amounts in (**£**))|||||||||||||| |**Details of expenditure:**|**Financial reporting period:**25 October 2022 - 24 October 2023 (inclusive)|||||||||||||| ||25 October - 24
November 2022|25 November - 24
December 2022|25 December**2022**-
24 January 2023|25 January - 24
February 2023|25 February - 24
March 2023|25 March - 24 April
2023|
25 April - 24 May
2023|
25 May - 24
June 2023|25 June - 24
July 2023|25 July - 24
August 2023|25 August - 24
September 2023|25 September - 24
October 2023|**TOTAL**|**ADDITIONAL NOTES**(if any)| |**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**|| |**Rent forpreviouspremises**|£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**(operator of the
Horizon LACwebsite)|£0.00|£76.91|£0.00|£0.00|£0.00|£0.00|£0.00|£75.25|£0.00|£0.00|£0.00|£0.00|**£152.16**|| |**Hostegator transaction fee**
(related to the operation of the
Horizon LACwebsite)|£0.00|£2.11|£0.00|£0.00|£0.00|£0.00|£0.00|£2.06|£0.00|£0.00|£0.00|£0.00|**£4.17**|| |**HSBC bank charges**|£5.00|£5.00|£5.00|£5.00|£5.00|£5.00|£5.00|£5.00|£5.00|£5.00|£5.00|£5.00|**£60.00**|| |**Advice UK Insurance**|£0.00|£0.00|£0.00|£0.00|£0.00|£0.00|£0.00|£0.00|£0.00|£2,214.00|£0.00|£0.00|**£2,214.00**|| |**TOTAL**|**£525.00**|**£604.02**|**£525.00**|**£525.00**|**£525.00**|**£525.00**|**£525.00**|**£602.31**|**£525.00**|**£2,739.00**|**£525.00**|**£525.00 **|**£8,670.33**|| **Balance at end of the reporting period:** as at 24 October 2023 £13,222.24 ## **Horizon Legal Advice Clinic ("Horizon LAC"): Statement of Financial Activities (accounts)** **Financial reporting period** : 25 October 2022 - 24 October 2023 |**Unrestricted funds (£)**
**Restricted funds (£)**
**Endowment funds (£)**
**Total funds (£)**
**Income and endowments from:**
Donations and legacies
0.00
0.00
0.00
0.00
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
298.75
0.00
0.00
298.75
**Total**
**298.75**
**0.00**
**0.00**
**298.75**
**Expenditure on:**
Raising funds
0.00
0.00
0.00
0.00
Charitable activities
0.00
0.00
0.00
0.00
Other
8670.33
0.00
0.00
8,670.33
**Total**
**8,670.33**
**0.00**
**0.00**
**8,670.33**
Net gains/(losses) on investments
0.00
0.00
0.00
0.00
Net income/(expenditure)
8,371.58
0.00
0.00
8,371.58
**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
21,593.82
0.00
0.00
21,593.82
**Total funds carried forward**
**13,222.24**
**0.00**
**0.00**
**13,222.24**|**Additional notes**(if any)
See tab entitled'Accounts breakdown'
:Grant from London
Legal Support
As the cash balance carried over from the previous financial
reporting period was adequate for its purposes, Horizon LAC
minimised fundraising activity over this financial reporting
period.
See tab entitled'Accounts breakdown'
:Payments to Horizon
LAC Clinic Supervising Solicitor, Rent for previous premises,
Hostegator (Horizon LAC website operator), Advice UK
insurance and HSBC bank charges.

| |---|---|