Financial Information

The Inclusive Multi Academy Trust is committed to long-term financial sustainability through prudent stewardship, robust financial controls and strategic resource planning. Our Trust leadership has highly qualified executive expertise. The Trust COO holds the Level 7 CIPFA Diploma in School Financial and Operational Leadership, providing robust oversight, strategic planning and support for sustainable growth.

The Trust has a secured balanced three-year budget (2025–2028), with revenue reserves of £607k remaining comfortably above the Trust Reserves Policy. Staff costs are maintained within the Department for Education benchmark range of 76–79% of revenue income, supported by the active use of Integrated Curriculum and Financial Planning (ICFP) tools to align curriculum delivery, staffing and resources effectively.

The Trust operates a pooled reserves model, enabling targeted support where need is greatest and strengthening resilience and equity across the partnership. Independent audits and School Resource Management Adviser (SRMA) reviews provide external assurance of strong and compliant financial stewardship. More than £6 million has been secured through Condition Improvement Fund (CIF) grants which has enabled significant investment in school estates and learning environments.

The Trust’s competitive 7.5% central recharge has been developed through collaborative planning with schools, ensuring high-quality central services while maximising resources available to individual schools.

Trustees maintain strong strategic oversight of the Trust’s financial performance and are guided by the Academy Trust Handbook, ensuring that resources are deployed effectively to support high-quality teaching, deliver the best possible outcomes for pupils and provide transparency through published financial information and benchmarking against other schools and trusts.