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Charities and philanthropy

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Charities need advice on a range of legal issues against an ever-changing legal and regulatory background. Let our experienced team help.

How we can advise you

Charities – whether trusts or corporate entities - need specialist advice. Our team is led by experienced practitioners who can deal with:

  • Constitutional issues e.g. changes in the objectives of the charity and necessary liaison with the Charity Commission
  • Charity trustees – advising on their duties, powers and possible liability including acquiring trustee indemnity insurance
  • Fundraising issues, including trading arrangements, the establishment of trading subsidiary companies, commercial participation agreements and joint ventures between charities
  • Legacies and gifts to charities, including estates in administration and advice on estates subject to a dispute, including the interpretation of wills
  • Governance issues, including the adoption of terms of reference of governing bodies
  • Risk management processes, including controls and the proper delegation of powers
  • Relevant changes in the law, for example the Charities Act 2006 and the Companies Act 2006
  • Public benefit
  • Taxation
  • Deregistration

In relation to setting up new charities, we advise on:

  • Practical issues, including whether or not the proposed objectives are charitable in law
  • The most appropriate form for the charitable organisation
  • Applications to the Charity Commission for registration
  • How our team will work with you

    We believe in forming strong working relationships with our clients, taking the time to understand circumstances so we can offer clear, practical advice.

    As members of the Society of Trust and Estate Practitioners (STEP) we are at the forefront of legal developments and best practice in wealth management.

  • Our clients

    Our clients are trustees and charitable organisations.

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