Training & workshops

27MAR 2017
2:30 pm

31 Gresham St, LondonEC2V 7QA

Common Reporting Standard: Is your charity affected?

This event has ended

You can download the presentation slides or watch the presentation recording below


If your charity gets more than 50% of its income from investments then you may well be affected by the Common Reporting Standard (CRS), and have reporting obligations to HMRC (by 31st May 2017).

The afternoon event, held by Cazenove Charities in conjunction with HMRC, haysmacintyre, Withers and CFG, will discuss the key questions you may have, including

  • What is the Common Reporting Standard?
  • Is your charity affected?
  • What are the due diligence obligations?
  • How to comply with the HMRC reporting requirements.

Please note places are limited and will be allocated on a first come, first served basis


Elly Crockford, Policy Adviser, Exchange of Information Team, HMRC

Alana Petraske,  Special Counsel, Charities and Philanthropy, Withers LLP

Andrew O’Brien, Head of Policy, CFG


14.30 Registration and networking

15.00 Presentations and discussion

16.00 Networking

For further information on the event please contact

Further reading : Common Reporting Standard: Is your charity affected?

HMRC Common Reporting Standard guidance for charities.

Date and Venue

27MAR 2017


31 Gresham St, London , EC2V 7QA


Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

James Brennan

James Brennan

Portfolio Director