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Private schools win landmark bursaries decision

Tax update 24/10/2011

English and Welsh private schools will no longer be forced to give major bursaries to pupils from disadvantaged backgrounds if they want to be eligible for millions of pound of tax relief.

A landmark legal ruling by the upper tribunal deemed that the Charities Charity Commission, the regulator for the UK's charitable operations, has been too prescriptive with their determining of how fee-paying schools fulfil their obligations to provide 'public benefit'.

The Independent Schools Council (ISC) - the body that represents more than 1,200 fee-paying schools in the UK - had been granted a judicial review last year of the 2006 Charities Act requirements on how they needed to prove they offer good to the wider society. They claimed that it brought the measurement of the public benefit of independent schools down "to a crude calculation of fees and bursaries".

The judgement stated that "although it is necessary that there must be more than a de minimis or token benefit for the poor, once that low threshold is reached, what the trustees [of a private school] decide to do in the running of the school is a matter for them, subject to acting within the range within which trustees can properly act".

The ISC's chairman, Barnaby Lenon, welcomed the ruling, stating that the decision would give schools appropriate flexibility on how to fulfil their obligations.

"There's no appetite for a reduction in the co-operation between private and state schools," he said. " In fact, we feel it is more likely that co-operation will flourish when private schools can decide for themselves what form this should take rather than be told by a quango."

 

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