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  1. Charities and not-for-profit
  2. Leading individuals

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Who Represents Who

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Geldards LLP provides a ‘prompt, practical and cost-effective service’ that covers the gamut of issues affecting both national and local charities including advising on governance, restructuring and trustee liability. ‘Experienced all-rounder’ Giselle Davies heads the team and is praised for her ‘superb sector knowledge and ability to convert potentially complex matters into digestible advice’. Her recent work includes acting for Cancer Research Wales on its incorporation as a charitable incorporated organisation; during this process the team also identified a method of saving the client significant costs through the assignment of leases to the new charity. Other highlights included advising Cardiff City FC Community Foundation on reviewing and amending its existing articles of association. Consultant Stephen Marshall and ‘friendly and professional’ associate Bethan Walsh are also recommended. Other clients include Age Cymru, Arts Council for Wales, and National Museum of Wales.

Headed by Christopher Williams, who has a ‘wealth of charity law experience’, Blake Morgan LLP’s multi-disciplinary team displays a ‘good understanding of the needs and challenges facing the sector’, and provides ‘effective advice’ to charities in Wales, as well as an increasing number of charities based outside of the region. Williams has particular expertise in the education sector and regularly handles work for universities and sixth form colleges, including Shrewsbury Sixth Form College which he recently advised on its merger with Shrewsbury College of Arts and Technology. Property partner James Egan has experience advising charities with large retail property portfolios and regularly advises on regulatory framework and requirements relating to land held by charities; he recently advised Tenovus Cancer Care on its portfolio of 66 shops based across Wales and southwest England. As a result of his ‘vast knowledge of Welsh law and legislation’, Emyr Lewis is also frequently instructed by non-Welsh charities seeking clarification or advice on devolved Welsh law. Constitutional law expert Eve Piffaretti also regularly advises charities across a range of regulatory and public law issues and is noted for her ‘invaluable support in the field of data protection’.

Leveraging the firm’s employment and real estate capabilities, Hugh James fields a cross-disciplinary team that is able to provide a full service to charities and third sector clients, with an emphasis on charity regulation. Employment team head Emma Burns regularly handles work for charitable organisations including Caer Las, (a registered charity dedicated to tackling the cause and effect of social exclusion in Wales), including TUPE transfers of staff and defending it against employment tribunal claims brought by former employees. Real estate partner Caroline O’Flaherty handles a raft of work for housing associations and registered social landlords (RSLs), while Gareth Williams continues to represent the Welsh Rugby Union (including the charitable arm of the organisation) across a range of matters, including governance issues. Other clients include WCVA, Coastal Housing Group, Age Cymru and Linc Cymru.

At Hutchinson Thomas, Huw Jones has a particular focus on providing property law advice to ecclesiastical clients, including the sale and lease of churches, licences and easements. Jones also acts on property and charitable matters for the trustees of several independent chapels. Roger Morris handles a significant amount of work for charitable organisations, including the Neath branch of Mencap, the Scouts and many community organisations. Morris is also acts for a number of RSPCA branches on acquiring leasehold properties and granting unusual leases to third parties.

The cross-disciplinary practice at JCP Solicitors draws upon expertise across the firm’s employment, commercial property and litigation departments, amongst others, to provide a full service to a range of charities, including ecclesiastical entities such as The Dean and Chapter of St Davids Cathedral and The Friends of St Davids Cathedral. The firm handles a considerable amount of work for Wales Air Ambulance, including recently advising it on the commercial arrangements with Babcock for the supply of a new helicopter fleet and relation to recovering disputed legacies on its behalf. Betsan Powell is recommended.

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