Governance and finance

Orchestra Tax Relief (OTR), part 3: keeping records, producing accounts and making a claim

We are currently working on creating a series of templates, guidance and services for creating records, accounts and claiming for OTR. These will be added to this page as they are finalised.

Keeping records

This guidance looks at how to keep accrual accounts for your concert production company for the purposes of claiming OTR, and includes examples to help you.

Orchestra Tax Relief (OTR), part 2: Getting set up

This introduction is the second of three documents on Orchestra Tax Relief (OTR). It gives you an overview of how to set up and run a production company to claim OTR. 

Orchestra Tax Relief (OTR), part 1: Is it for you?

This introduction is the first of three documents on Orchestra Tax Relief (OTR). It gives you an overview of what it is and how it works, and an overall idea if this is something your group would like to look into.

To help you decide we also have two additional documents –

Orchestra Tax relief overview: What it is, who can benefit and how we can help

Orchestra Tax Relief (OTR) is the latest in a line of state aid tax reliefs for the creative industries. OTR incentivises the production of orchestral concerts – and amateur orchestras are specifically referenced in the legislation.

We have extensively researched OTR and believe that it has the potential to be hugely beneficial to instrumental amateur music groups across the UK:

Highnotes - spring 2017

In this first issue of 2017 we fill you in our five-year plan, chat to member group North Devon Sinfonia, and Jen Farrant looks at ways to make sure your group is open to people with disabilities.

To download a PDF copy, click the Highnotes image below and select 'download PDF' in the bottom right-hand corner.

Running a committee, part one: responsibilities and roles

The majority of our member groups are run by a committee - a group of enthusiastic people who care about their group, want to see it thrive and are willing to take responsibility for making that happen. As well as enthusiasm, a committee position requires good organisational skills, a willingness to give up some spare time and the ability to co-operate with others. And like most things in life, being on a committee will very often give you a sense of achievement and fulfilment – but it can also be tedious and frustrating, especially when things are not going right.

Running a committee, part two: meetings, communication and ways of working

The majority of our member groups are run by a committee - a group of enthusiastic people who care about their group and are willing to take responsibility for running it. Even if you don’t have something formally called ‘a committee’ it is likely that you have a group of people who work together to run your group and so the overarching themes in this resource will still be relevant. 

Similarly whilst the resource refers to constitutions and charities, if your group is not a charity or does not have a constitution the main themes are still applicable.

Running a committee, part three: recruitment and problem solving

The majority of our member groups are run by a committee - a group of enthusiastic people who care about their group and are willing to take responsibility for running it. Even if you don’t have something formally called ‘a committee’ it is likely that you have a group of people who work together to run your group and so the overarching themes in this resource will still be relevant.  Similarly whilst the resource refers to constitutions and charities, if your group is not a charity or does not have a constitution the main themes are still applicable.

Example committee role descriptions

Committee or management teams tend to work best with clear and defined roles. The simplest way to do this is to have a role description for each position on the committee or management team. It means whoever is in the role understands what their job is and what they are responsible for, helps all members to understand what everyone does and can be invaluable if an occasional territorial disputes crops up.

Group accounts template

We have put together an accounts template to help you manage your finances.