Charities and not-for-profit in London
Bates Wells has a large and dedicated charities practice that handles the full array of matters. The first-class team has recently been advising on various safeguarding matters as well as on some of the most complex and high-profile matters for household name organisations. The department also continues to advise many important charities on highly confidential pre-investigation compliance cases as well as investigations by the Charity Commission. The well-regarded Philip Kirkpatrick heads the charities and social enterprises department which includes: Rosamund McCarthy, who has a high profile in the charity sector acting for top 100 charities on governance and complex regulatory matters; Lawrence Simanowitz, who has a strong presence in the environment sector; newly-promoted senior partner Stephanie Biden, who is 'thorough, hardworking and efficient'; Thea Longley, who covers start-ups, constitutional advice (including restructuring), and governance reviews; Abbie Rumbold, who specialises in establishing charities created as spin-outs from the public sector; 'bright and astute' Laura Soley, who leads the firm’s expert trusts and legacies group; Erica Crump, who leads the culture and creative cross-departmental team; senior associate Pippa Garland; and associate Lucy Rhodes. Louise Haran, Victoria Schneider and Mathew Healey were all promoted to the partnership.
Other key lawyers:
Abbie Rumbold; Rosamund McCarthy; Thea Longley; Stephanie Biden; Luke Fletcher; Laura Soley; Lawrence Simanowitz; Erica Crump; Louise Haren; Victoria Schneider; Mathew Healey;Pippa Garland; Lucy Rhodes
‘BWB team combines flawless technical knowledge of charity law with superb interpersonal relationships. The lawyers are the lead experts who also understand the power and importance of knowing their clients and their needs intimately‘.
‘BWB has a truly stellar reputation and happily is able to live up to this. The name is constantly mentioned when discussing leading practitioners in the space, and the individuals making up the team are all recognised in their own right for the work they do and the advice they give‘.
‘Philip Kirkpatrick has provided us with fast, professional, intelligent and responsive advice and is supported by an excellent team‘.
‘Rosamund McCarthy is without a doubt the best there is. She combines her expertise with compassion and an unrelenting focus on the specific needs of her clients. And this never falters despite being under extreme pressure‘.
‘Thea Longley is really, really well-respected‘.
‘Abbie Rumbold- I found her friendly, approachable and knowledgeable. Most importantly, she was able to break down complex information and positions so it was understandable‘.
‘Stephanie Biden is thorough, hardworking and efficient. She provided well-considered and imaginative advice and support’.
‘Luke Fletcher is genuinely excellent – he is pragmatic and reasoned and a particularly likeable guy too‘.
‘Laura Soley is bright and astute, but also brings pragmatism and a strategic approach in providing her legal advice and in working with us to find solutions – often against challenging deadlines and policy contexts‘.
‘Laurence Simanowitz and Erica Crump adopt a constructive, pragmatic and problem-solving approach‘.
BBC Children in Need
World Animal Protection
National Federation of Women’s Institutes
Royal Foundation of the Duke and Duchess of Cambridge and the Duke and Duchess of Sussex
- Advising Oxfam on all aspects of one of the largest and most complex inter-disciplinary Charity Commission statutory inquiries ever undertaken.
- Advising Medecins Sans Frontieres on safeguarding concerns.
- Advising Comic Relief on a wide range of charity law issues.
- Advising RNIB in relation to Ofsted and Charity Commission enquiries.
- Advising ASDA in relation to an approximately £26m multi-year programme to transform the operation of foodbanks by two charities.
Anne-Marie Piper leads a strong team at Farrer & Co that has a superb client list of some of the largest and best-known UK and international charitable organisations. The group advises on the full array of matters from transactional and structuring advice through to innovative charity finance matters. It has also been advising a growing number of clients facing complex and mission-critical issues including regulatory interventions, governance failures, and corporate insolvency. It has a dedicated safeguarding unit and has immense expertise in working with major cultural organisations that are charities - it has for many years acted for a significant number of the country’s national museums and galleries. It also acts for a sizeable number of educational and religious charities. The team includes: Sam Macdonald, who advises clients on all aspects of UK charity law and related tax matters; James Carleton, who routinely advises institutional charities with significant investment assets; Elizabeth Jones, who advises charities on constitutional and governance matters; and James Maloney, who was promoted to partner in May 2018.
‘It has the breadth and depth of knowledge combined with a great team of experienced practitioners‘.
‘The Farrer & Co team as a whole is responsive and turns round requests for advice speedily and with great clarity‘.
‘Julian Smith has an exceptional grasp of all areas of charity law and his advice is always solution-led‘.
‘Julian Smith brings a huge breadth of knowledge both of charity law and of our organisation and is a pleasure to work with providing excellent advice‘.
‘Excellent client care is always to the fore with sound advice. Particular mention for Anne-Marie Piper and James Maloney for their exceptional support and clarity of their advice‘.
‘James Maloney is both thoughtful and pragmatic‘.
‘James Maloney stands out as a leading expert in providing philanthropy advice to families and private clients, both in structuring philanthropic entities and providing more nuanced thinking of philanthropic strategies‘.
Motability and the Motability Tenth Anniversary TrustTurn2Us
Leonard Cheshire Disability
Congregation of the Daughters of the Cross of Liege
The Prince’s Trust
Institute of Economic Affairs
Trust for London
- Supporting Motability, a world-leading disability mobility charity, with a range of matters against a background of intense scrutiny from the media, a Parliamentary select committee, the National Audit Office and the Charity Commission.
- Represented the sole corporate trustee of The Colehaven Trust (and its linked charity The Ellen Stanley Coleman Colehaven Trust) in a transfer of its long-held trusteeship to four individual trustees who represent another charity with similar objects.
- Advising Leonard Cheshire Disability, on a wide range of issues, including strategic matters and governance issues.
- Advising the Congregation of the Daughters of the Cross of Liege on the separation of St Elizabeth’s Centre from the Congregation and its establishment as an independent charity.
- Advising the Prince’s Trust (a charity founded by Charles, Prince of Wales to help vulnerable young people) on a number of issues in connection with the report into Child Migration Programmes by the Independent Inquiry into Child Sexual Abuse.
The charities group at BDB Pitmans is led by Penny Chapman and encompasses a core team of charity law specialists who are ably supported by other departments at the firm. The broad practice is adept at dealing with a myriad of complex issues, from reputation management matters, through to philanthropy and legacy disputes. Jonathan Brinsden has considerable expertise in a number of specialised areas including cross-border transactions, social impact investment, charity sector collaborations with the private sector, as well as NHS charity regulation. Simon Weil advises on philanthropy and the resolution of potentially contentious issues arising out of wills, trusts and the co-ownership of property for charities and individuals. Nicola Evans is also recommended.
‘The team is young, energetic, intelligent, charming and fun – and also capable and helpful. It really knows its stuff and you feel the team is part of your team rather than legal advisors looking in from the outside‘.
‘Jonathan Brinsden is personable, knowledgeable, helpful and calm – and he really gets to know your organisation. He inspires trust‘.
‘Has outstanding all-round knowledge of sector‘.
The Children’s Investment Fund Foundation
The Halo Trust
Great Ormond Street Hospital Children’s Charity
The Mothers’ Union
Welsh National Opera
The Air Ambulance Service
The Landmark Trust
Wembley National Stadium Trust
The Garden Bridge Trust
- Advised the independent trustees of The Children’s Investment Fund Foundation UK in the Court of Appeal in the case of Lehtimaki v CIFF and Ors  EWCA Civ 1605.
- Advised Nordoff-Robbins Music Therapy (the English & Welsh charity) in its merger with its Scottish sister charity.
- Provides regular advice to The HALO Trust, one of the world’s two leading landmine charities.
- Acted for DKT International, Inc., a U.S. 501(c)(3) not for profit entity, in the establishment of a new charity in England and Wales, as an international grant-making charity focused on all areas of sexual reproductive health and family planning.
- Advised Help the Animals on the establishment and running of the inaugural “Help the Animals” live telethon, which was funded and televised by Channel 5.
Under the leadership of Lynn Povey at Charles Russell Speechlys LLP the team continues to represent high-profile national and international charities on the full range of legal issues including fundraising, data protection and employment matters. The team’s private wealth team also assists with various issues such as the establishment of charitable trusts and other philanthropic ventures. The group routinely advises private clients on making large charitable donations and on the establishment of charitable foundations. Mike Scott acts for a large number of charities that are governed by Royal Charter. Newly promoted partner Sarah Rowley advises on governance structures and on other matters such as the relationship between charities and commercial partners.
Cancer Research UK
Save the Children
The National Museum of the Royal Navy
Royal Air Force Benevolent Fund
The Royal Marines Charity
City & Guilds
LHR Airport Communities Trust
- Advised the National Museum of the Royal Navy on its acquisition of Action Stations, a popular visitor attraction in the Portsmouth Historic Dockyard.
- Advised Centrepoint Soho, the UK charity for homeless young people, on its ‘Big Broth’ fundraising campaign in collaboration with the Yorkshire Provender and Waitrose.
- Acting for Barnardo’s in assisting with investment work and the ongoing management of their property portfolio of over 500 retail shops and other properties including offices and schools.
- Acted for the Royal Marines Charity on its announced decision to merge with The Royal Marines Association.
- Providing ongoing advice to City & Guilds on a variety of matters.
With Ian Hempseed at the helm, Hempsons provides the full spectrum of legal services to charities from corporate and social care matters through to employment and real estate issues. Hempseed also works closely with organisations and entrepreneurs in developing appropriate legal structures for social enterprises. It is a national offering that is skilled at advising on a broad range of complex and high-value projects and cases. The group also acts for many Royal Charter corporations which are charities and is experienced at dealing with governance reviews and at liaising with the Privy Council to obtain consents to any constitutional changes. Nadeem Azhar is also recommended.
Other key lawyers:
Avenues South East
Avenues Trust Group
Battersea Dogs and Cats Home
British Heart Foundation
British Home & Hospital for Incurables
Christie Charitable Fund,
Dame Alice Owen’s Foundation
Demelza House Children’s Hospice
DKMS Bone Marrow Donor Centre
Douglas Macmillan Hospice
European Association for Cardiothoracic Surgery
Federation of Jewish Services
Foundation Trust Network,
The Francis Crick Institute,
Groundwork North East
International Federation of Gynaecology & Obstetrics
Kennedy Trust for Rheumatology Research
Letchworth Garden City Heritage Foundation
London’s Air Ambulance
Lowry Centre Trust
Macmillan Cancer Support
Manchester University NHS Foundation Trust Charity
Muscular Dystrophy Campaign
National Childbirth Trust
North West Air Ambulance
Outward Bound Trust
Overseas Development Institute
Pilgrims Hospices in East Kent
ReVitalise Respite Holidays
Royal College of Emergency Medicine
Royal College of Obstetricians & Gynaecologists
Royal College of Paediatrics
Royal Exchange Theatre Company
Royal Marsden Cancer Charity
Royal Mencap Society
Royal Pharmaceuticals Society of GB
Royal Society for Public Health
Sheffield Hospitals Trust & Related Charities
St Gemma’s Hospice
St George’s Police Children Trust
St Luke’s (Cheshire) Hospice
Tees Valley Community Foundation
Trustees of the London Clinic
Wilf Ward Family Trust
Wirrall Autistic Society
York Conservation Trust
Yorkshire Cancer Research
Zoological Society of London
- Acted for the Outward Bound Trust which completed a merger with CCHF All About Kids by acquiring its assets and funds.
- Acted for Autism Plus on its demerger from another charity, Turning Point.
- Advised Harrogate & Ripon Centres for Voluntary Service on its acquisition of the Harrogate Community House Trust.
- Works closely with the company secretary, the chair and other senior management team of Letchworth Garden City Heritage Foundation in the provision of governance support advice.
- Advised the Royal College of Obstetricians and Gynaecologists on changes to the College regulations about composition of the trustees and their tenure of office as well as the process for the removal and reinstatement of its members.
Maurice Turnor Gardner LLP
Maurice Turnor Gardner LLP is particularly known for the way it connects philanthropy with charity and private wealth. The team regularly advises on the creation of many substantial charities and on grant agreements with large and innovative charities. Much of the work is complex with an international element. It has also noticed an increased number of charity and charity trustees seeking advice about safeguarding concerns. In addition the group has been advising charities in the aftermath of internal allegations of bullying, discrimination and harassment. Ceris Gardner heads this well-respected team which includes Emma-Jane Weider and Jennifer Emms.
‘MTG offers a magic-circle standard in the charity and not-for-profit sector, punching well above its weight. For the sheer quality of lawyers in the team, they are unrivalled’.
‘The team has an exceptional knowledge of the private client and charity law areas‘.
‘A highly professional and responsive team with commercial thinking – in particular regarding taxes of private clients (including inheritance tax) and charities‘.
‘MTG delivers exceptional client service to global families and private clients. Its expertise in charities and not-for-profit is world class‘.
‘Ceris Gardner is a particular stand-out in delivering innovative philanthropy solutions and consistently good client service‘.
‘Ceris Gardner, a sector stand-out for years, leads the team with assurance and an incisive analysis of the client’s aims and needs that is almost imperceptible under her warm and relaxed approach. And she has a very strong team, indeed‘.
‘Ceris Gardner is always approachable and ready to offer help and advice whenever needed‘.
‘Emma-Jane Weider and Jennifer Chambers- both provide an outstanding service‘.
‘Emma-Jane Weider has an ability to communicate in simple terms that can be easily understood by all‘.
‘Jennifer Emms- rising star, very responsive, sharp-witted, pleasant to work with‘.
- Advising on the creation of a “friends of” charity to support a Kenyan charity.
- Advice on the tax implications of a £40m grant to a charity.
- Giving advice on the role of members of a charitable company and whether their powers are fiduciary or personal in the light of recent court decisions.
- Advice to a family office on the transfer of land of environmental importance to a charity.
- Advised on the proposal to establish a charity to receive the proceeds from the proposed sale of a world famous facility.
Russell-Cooke LLP is particularly recommended for its work at advising on charity mergers and the restructuring of charities. Under the leadership of Andrew Studd the practice is increasingly becoming known for its work at supporting charities in financial difficulties. It also continues to advise charities with unusual governance structures such as charities governed by Acts of Parliament, Royal Charter and Charity Commission Schemes. Chris Rowse is experienced at advising on international projects and James Sinclair Taylor is another name to note for his work on sensitive contractual, funding and risk management issues.
‘What is different is the way that they treat you like a human and not a fee opportunity. I always feel like I am dealing with people that care and who are experts‘.
‘It is a grounded and down-to-earth team‘.
‘The team provides a personal and efficient service‘.
Breast Cancer Now
World Wildlife Fund UK
World Vision UK
British Heart Foundation
Youth Hostel Association (England & Wales)
Thomas Pocklington Trust
Alexandra Park and Palace Charitable Trust
- Represented Breast Cancer Now on its merger with Breast Cancer Care.
- Advised the Education Trust and a related charity on the sale to Lancaster University of the collection of paintings, books, photographs and drawings by John Ruskin, the epoch-defining critic, artist, environmentalist and social thinker.
- Advised the Suzy Lamplugh Trust on the legal aspects of a pioneering project working with perpetrators of stalking, including putting in place agreements with funding bodies and partner organisations.
- Advised on the restructuring of the Alliance Group and the transfer of historic data and records to one of the entities. Some partners at Russell-Cooke became directors of the entity to ensure the preservation and proper handling of the data.
- Advised Deaf Direct on a restructuring and merger involving a charity that runs a centre for the deaf in Oxford.
Stone King LLP
The Enterprise Sector Group at Stone King LLP works together on a national basis operating across its various offices under the direction of Tim Rutherford and Hannah Kubie. The team does a lot of work with religious and faith organisations working with Catholic, Church of England and independent church charities, and other religious groups. It is also well-regarded for its work with educational charities and charities that work with young people. Other areas of expertise span its work with military charities, heritage, arts and museums, as well as increasingly livery companies and City corporations. Key team members include: Julian Blake, who has over 28 years of experience in social enterprise and charity work; Jonathan Burchfield, who concentrates his extensive expertise exclusively on charity law matters; and chairman of the firm Ann Phillips, who works with many of the firm’s long established charity clients.
Tim Rutherford; Hannah Kubie
‘Reema Mathur is very experienced and active in this area‘.
Methodist Minister’s Housing Society
Society of Jesus
Faithful Companions of Jesus
Diocese of Arundel and Brighton
Jonathan Burchfield as Interim Manager of the Essex Islamic Academy
Ethiopian Orthodox Tewahdo Church of St Mary of Debre Tsion
Sutton’s Hospital in Charterhouse
Brentwood Roman Catholic Diocesan Trust
The Society of St Stephen’s House
English Province of the Congregation of Our Lady of Charity of the Good Shepherd CIO
The Carmelite Charitable Trust
Sisters of Christian Retreat
Society of the Holy Child Jesus
The Sisters of the Divine Saviour
The Royal Photographic Society of Great Britain
Fairfield Farm Trust
Diocese of Westminster
The Polish Catholic Mission
Royal Society of Medicine
- Jonathan Burchfield has been appointed as the interim manager of the charity ( Essex Islamic Academy).
- The Commission appointed Jonathan Burchfield as interim manager of the charity (Fazal Ellahi Charitable Trust) to the exclusion of its trustees who were disqualified from acting.
- The team has a client partnership arrangement with E4All, based on Julian Blake’s long working relationship with it.
- Continuing to act for the Samuel Courtauld Trust on various complex matters.
VWV acts for a large number of educational charities acting for over 30 universities and 750 charitable independent schools. Other specialisms lie in advising charities in the healthcare, religious and arts sectors. In addition the experienced team does a significant amount of work for high-profile individuals in relation to their personal charitable work. The team advises on the full gamut of issues from governance to fundraising and insolvency issues and is also skilled at advising public bodies (such as local authorities) on charity law and charity trusteeship. Con Alexander is a key contact and his work includes advising on major transactions, endowment funds and fundraising issues. Shivaji Shiva joined the Birmingham office from Anthony Collins Solicitors LLP.
Con Alexander; Paul Voller; Shivaji Shiva
‘The team is willing to go the extra mile. It answers communication quickly and efficiently and gives the confidence that issues can and will be resolved‘.
‘Paul Voller is an expert on charity law and his manner and professionalism is the best I have ever dealt with‘.
University of Bristol
Diocese of Truro
Wallace & Gromit’s Children’s Foundation
Institute of Cancer Research
National Star Foundation
Society and College of Radiographers
Malvern Hills Trust
University of Law
Royal Academy of Music
London Southbank University
St Peter’s Hospice
Bristol Old Vic
James Tudor Foundation
CCHF All about Kids
- Established a charitable incorporated organisation to support young people leaving the public care system.
- Provided urgent advice to a leading university in relation to a non-executive directorship role.
- Established a new charity.
- Representing a leading educational charity on all aspects of a governance dispute.
- Advised the client on the structuring of the payment of regular grants to an NHS hospital trust.
Winckworth Sherwood LLP acts for the full range of charitable organisations, from education to housing, through to arts and leisure. The team has particular skill in the area of the transformation of public sector services into charitable organisations. Joanna Bussell advises on a wide range of charitable issues including the creation of new charities, charity mergers and governance issues. Bussell is particularly recommended for her work on the establishment of not-for-organisations to work with local authorities. Aiden Hargreaves-Smith has a particular focus on ecclesiastical charities including diocesan boards of finance, individual parishes and clergy as well as bishops and cathedral chapters. Alison Talbot and Phillip Collins recently joined the team from Penningtons Manches Cooper LLP.
Joanna Bussell; Aiden Hargreaves-Smith
Other key lawyers:
Alison Talbot; Philip Collins
‘The sector specific knowledge provided by Winckworth Sherwood is second to none‘.
‘The WS team is responsive, efficient and more than anything understands the issues relating to the leisure and culture charitable trust sector not only from a legal perspective but the team has a good understanding of the operational and financial issues‘.
‘Joanna Bussell’s level of expertise is without question very comprehensive‘.
‘The team is very user friendly and knowledgeable about the leisure trust sector. Joanna Bussell is simply outstanding. She is so helpful, friendly and explains the issues simply so that non legal people like me can understand‘.
‘Joanna Bussell brings knowledge, hard work and commitment coupled with a common sense approach to solving problems and to creating positive solutions‘.
‘The team is very talented, has vast experience and many practical examples to refer to when discussing issues and looking for workable solutions‘.
‘The team is really knowledgeable‘.
Chelmsford City Council
Epping Forest District Council
Southwold and Waveney Valley Regeneration Society
Imperial War Museum
Upper Norwood Library Trust
The Hepworth Wakefield Garden Trust
Sinai Park House
- Advised Chelmsford City Council on the creation of a new charity to assist with fundraising to promote the City Council’s cultural offering.
- Advising Epping Forest District Council on various matters including on the £5m refurbishment of a museum following a significant HLF award.
- Advised Southwold and Waveney Valley Regeneration Society on the creation of a new charitable organisation to take ownership of an old hospital.
- Advising Leisure United on the deliverery of grass roots football for Liverpool City Council as part of the Football Association’s Park Life Project.
- Advising Imperial War Museum on various sponsorship and co-commissioning arrangements.
Alison Paines at Withers LLP is renowned for her expertise in governance and regulatory investigations, as well as her role in advising healthcare charities. Chris Priestley is the legal adviser to many of the largest operating charities in the country and is well known for his work on governance, mergers, commercial and fundraising projects for charities. The department is regularly involved in large cross-border matters and has been carving out niche expertise in cryptocurrency as well as advising a number of clients on the introduction of blockchain technology.
Chris Priestley; Alison Paines
Other key lawyers:
‘Withers is unique in its global scale, offering expert private client, charity, and not-for-profit advice across jurisdictions in a tied-up holistic fashion. This is particularly valued by global families and private clients‘.
‘Its strength is that the team thinks through the impact to the charity and advises accordingly, rather than other legal firms that I worked with who just quote the law and do not try to find a solution‘.
‘We haven’t found anything they don’t have experience in yet! Chris Priestley is responsive and commercial, we enjoy working with him’.
‘The team has an ability to think two steps ahead and see the impact tomorrow of what decisions are being made today. This ability gives the team credibility with my board and its advice is highly valuable’.
‘Chris Priestly is a very wise head. He stands out because of his great experience and pragmatic approach‘.
‘Emma Flower is also very good‘.
College of Optometrists
The Salvation Army
Syracuse University London Programme
A prominent international philanthropist
Global Steering Group
Great Ormond Street Hospital Children’s Charity
- Advised a Royal Society on its innovative multi-million pound collaboration with the African Academy of Sciences, funding research fellowships in sub-Saharan African countries
- Advised the Royal Free Charity on its merger with the J F Moorhead Trust, a charity which funds renal research work.
- Advised Syracuse University (USA) London Programme on the operation of a mature Study Abroad programme for undergraduate students.
- Advised an ultra- high-net-worth individual on his participation, through a family foundation, in a funding consortium comprising some of the world’s most famous global philanthropists and philanthropic foundations.
- The Provided a range of technical governance and charity law advice to Great Ormond Street Hospital Children’s Charity.
Wrigleys Solicitors LLP has considerable expertise in providing governance advice to charities both nationally and internationally. In addition, the team has vast experience of advising on charity bond issues, community share issues and other investment by social investment intermediaries and on social impact bonds. Other areas of expertise include advising numerous corporate foundations on issues of independence and their relationships with corporate donors. The department acts for a significant number of ecclesiastical and faith-based charities as well as health-based charities. Head of department Malcolm Lynch leads a team that also advises students’ unions. Sylvie Nunn is another known name and has a broad range of experience. Nunn leads a team that advises museums and stately homes on matters such as restructuring, chattels, loans of collections and permanent endowments. Natalie Johnson was promoted to the partnership.
Other key lawyers:
Sylvie Nunn; Peter Parker
‘Sylvie Nunn shows great attention to detail is very bright, very practical and hardworking as well as being nice to deal with’.
‘Sylvie Nunn is collaborative, non-adversarial and works methodically through problems. She is thoughtful‘.
‘Sylvie Nunn and Peter Parker are both trusted advisors’.
‘The team has a very well-regarded practice based in Leeds and has a good profile amongst the charities sector‘.
Evangelical Fellowship of Congregational Churches Trust Corporation Ltd
Sisters of the Cross and Passion
Lions Clubs International MD105
StepChange Debt Charity
- Advising Lions Club International MD105 ‘LCI MD105’ ( a major national charity with over 600 local branch charities), whose trustees the team trains on duties and responsibilities to ensure the charity maintains the highest possible levels of governance standards.
- Advising the Evangelical Fellowship of Congregational Churches Trust Corporation Ltd on a wide range of issues borne out of the relationship between the trustee, the charity, and the approximately 100 churches that are linked to the charity.
- Advising the Sisters of the Cross and Passion, a Catholic International religious order, on various matters such as substantial land value property advice, governance, restructuring, and employment law.
- Advising Leeds Cares, a £45m health charity, on the implementation of its new strategy and governance arrangements following its conversion to independent status.
- Advising the Asda Foundation on a range of matters including grant-making and governance.
Anthony Collins Solicitors LLP is particularly known for its faith charity work as well as for its charity funding expertise. The firm has strengthened its national presence by opening a Manchester office. The team has also recruited the ex-head of legal at Barnardo’s Natalie Barbosa, and it is enjoying a growing reputation for its work in the health and social care sectors. It continues to advance social businesses and also has strength in the education and social housing sectors. Shivaji Shiva left the firm to join VWV. Dominic Curran now leads the firm’s work nationally for all charities, and his team works for national high street charities as well as national faith charities.
Other key lawyers:
Natalie Barbosa; Esther Campsall; John Wearing
‘All of the team members are friendly, helpful, knowledgeable and professional. They understand our requirements and explain things in a language that we can understand‘.
‘They team knows the health and social care sector well. The lawyers are very good value for money and have impressed our team with their responsiveness and expertise‘.
‘There is a range and depth of experience in sector specialist areas. All this is at reasonable cost. This combination is certainly unusual‘.
‘Esther Campsall instils confidence with her quiet determination and consistent approach. Has built a good relationship with our team and is very responsive – producing high quality work when needed quickly‘.
‘The team has a deep sector knowledge of health and social care. It is responsive. John Wearing – very approachable, deep sector knowledge‘.
Riding for the Disabled Association Incorporating Carriage Driving
The Salvation Army Trustee Company
Baptist Union of Great Britain
Methodist Church and Methodist Church Council
- Acted for Riding for the Disabled Association Incorporating Carriage Driving in relation to the construction work for the client’s new head office.
- Drafted bespoke amendments to various construction contracts and drafting the appointment for the consultant for The Salvation Army Trustee Company.
- Helped the British Library in its procurement of a “hard Facilities Management contract”.
- Acting for Scope on diverse issues that are currently affecting substantial national charities.
- Providing general counsel service to Banardo’s.
Blake Morgan LLP has offices in various locations throughout England and Wales and services charities, not-for-profit organisations and social enterprises across London and beyond. The group advises on a broad spectrum of charity law issues such as charity legacies, safeguarding and charity retail. Other areas of expertise include advising on joint ventures and collaborations between charities and private and public sector organisations. Legal director Ben Brice heads the team and is experienced at dealing with the Charity Commission and the Privy Council.
Other key lawyers:
Kirsteen Hook; Rachel Sales
‘It deals with complex issues with ease. The communication that we have received is consistent and appropriate for the level of contact that we need, particularly at times when we are faced with deadlines‘.
‘Kirsteen Hook gives excellent support. She understood our particular structure, ethos and therefore requirements, interpreting this to provide appropriate and timely advice‘.
‘Kirsteen Hook was particularly helpful‘.
‘Rachel Sales is always willing to respond to questions and produces high quality documentation‘.
‘Rachel Sales stands out as exemplary. She responds promptly with well thought through answers and is very clear when she might not have the answer and needs further advice‘.
‘It is obvious that members of the team communicate well with each other and put each other’s expertise to good use’.
‘The housing and charity teams have an outstanding degree of expertise in their respective fields and deal with complex issues that we have presented to them with ease’.
United Bible Societies Association
Royal National Institute for the Blind (RNIB)
Association for Project Management
Tenovus Cancer Care
Women’s Prize Trust
Universities and Colleges Information Systems Association
The National Library of Wales
Portsmouth Catholic Diocesan Trust
Royal Naval Benevolent Trust
Wessex Children’s Hospice Trust
Winchester Housing Trust
St John Cymru Wales
University of Chichester Multi Academy Trust
- Advised Nekton Foundation on the negotiation and drafting of sponsorship and grant agreements to fund deep sea research missions.
- Advised on the successful application to register The Women’s Prize Trust (which operates the Women’s Prize for Fiction) as a charity with the Charity Commission.
- Advised Universities and Colleges Information Systems Association (UCISA) on the secondment of staff and the governance and structuring of the charity and its trading subsidiary.
- Advised United Bible Societies Association on the urgent transfer of funds to a volatile jurisdiction in a manner consistent with the charity’s objectives.
- Advised Wessex Children’s Hospice Trust (trading as Naomi House and Jack’s Place) on governance restructuring.
Fieldfisher has particular expertise in advising on the recognition of overseas charities as UK charities. Graeme Nuttall is a dual-qualified solicitor and chartered tax adviser and heads the firm’s charities group. Penny Wotton is another key figure and heads the private client team. Wotton has acted for a wide range of charities from healthcare and investment regulatory bodies through to royal charter bodies, charitable NHS trusts and other educational and religious charities. She has also advised on charitable projects for broadcasters, major corporations and in the energy sector.
Graeme Nuttall; Penny Wotton
Other key lawyers:
‘The team has provided excellent support to us‘.
‘Neil Palmer always replies promptly and dedicates the appropriate resources to complete the task or handle the specific matter‘.
BBC Children in Need (BBC CIN)
National Deaf Children’s Society (NDCS)
Royal Mencap Society (Mencap)
Prisoners’ Advice Service (PAS)
Stillbirth and Neonatal Death Society (SANDS)
The Computing Technology Industry Association Inc. (CompTIA)
National Cargo Bureau Inc. (NCB)
London Suzuki Group
Blond McIndoe Research Foundation (Intellectual Property)
Linux Foundation (Intellectual Property)
- Supporting BBC Children in Need with its GDPR compliance programme.
- Operating Opening Doors to education clinic for National Deaf Children’s Society.
- Operating Right to Care Clinic for Mencap.
- Supporting Young Enterprise with a GDPR compliance programme.
- Operating a legal advice clinic for Prisoners’ Advice Service.
Under the direction of Fiona Smith at Forsters LLP the team advises individual philanthropists, charities and other not-for-profit organisations, both in the UK and worldwide, on diverse matters from setting up a tailor-made charitable vehicle, to partnering with organisations that offer donor advised funds. The group is increasingly advising clients on involving the next generation in their philanthropic endeavours and on the tax implications of giving to charity. It is also advising on issues surrounding the fiscal efficiency of cross-border donations. The team has considerable expertise in the establishment of dual UK/US charities and also acts for trustees of charities. Other strengths lie in advising on the giving of charitable donations through Zakat.
Other key lawyers:
Catherine Hill; Katie Coles
‘The team is extremely solution-oriented and has a great capacity to summarize and digest complex multi-jurisdictional estate matters. The team has a much better understanding of the common civilian law issues than most of the other English firms‘.
‘Catherine Hill – technically astute with strong attention to detail‘.
‘Katie Coles is an absolutely dedicated lawyer, very responsive and knowledgeable‘.
Harbottle & Lewis LLP is best known for its work on advising corporate foundations, media-related fundraising charities as well as subsidised arts organisations. It also continues to advise a number of new charities on a diverse range of matters with David Scott and Colin Howes at the helm. Scott’s practice spans from advising well-known charities to advising high-net-worth individuals on their personal philanthropy. Howes provides advice in relation to various charities’ ongoing governance and compliance as well broader legal issues.
David Scott; Colin Howes
- Advised its client in respect of the winding up of a high profile charity.
- Advised its client in relation to the constitution of the charity and recommended suggested actions for the trustees to consider.
- Advised its client in relation to queries from the trustees of a high profile charity.
- Advised its client in relation to data protection practices and its policies in relation to GDPR.
- Represented its client in registering a charity, requiring a close review of legislation and regular correspondence with the Charity Commission.
Hunters Law LLP acts for a broad range of charities, schools, sports clubs, humanitarian organisations, religious societies, staff associations, trade unions and many other not-for-profit organisations across the charity sector. It advises on a full spectrum of issues facing charities such as governance and regulation, through to fundraising and data protection issues. It has also been advising various new European-based corporations and foundations on diverse matters as well as international charities and NGOs with operations throughout Africa. Paul Almy heads the team and Wilfrid Vernor-Miles is also recommended.
Other key lawyers:
Dominik Opalińsk; Wilfrid Vernor-Miles
‘Dominik Opalińsk has considerable experience of the subject and massive enthusiasm for solving problems‘.
‘Dominik Opaliński is extremely keen and energetic‘.
‘The team works well together, clearly communicates well. It has diverse experiences and a wealth of knowledge to put at our disposal. The team is always ready to help‘.
Under the guidance of Mark Hawes at Bristows LLP the team is best known for its experience in advising charities that are established by Royal Charter, particularly those charities that operate in the fields of science, technology and engineering. It is also building up a reputation for acting for medical research charities and arts and cultural charities. Many of its clients operate internationally. Robert Bond is also well-placed to advise charities on a myriad of data protection issues.
Other key lawyers:
The five Burlington House “Courtyard Societies”: The Society of Antiquaries of London; The Geological Society of London; The Royal Society of Chemistry; The Royal Astronomical Society; The Linnean Society of London
The Royal Theatrical Support Trust
Institution of Civil Engineers (ICE)
The Institution of Mechanical Engineers (IMechE)
Save the Elephants
York University (Canada)
South West Grid for Learning
Alzheimer’s Research UK
Electrical Safety First
Plan International UK
PRI Association (UN-backed)
- Advised the Institution of Civil Engineers (ICE) (a charity established by Royal Charter) on disputed proposed changes to the governance structure of the Institution.
- Advising the Institution of Mechanical Engineers (IMechE) (charity established by Royal Charter) on membership challenges to the governance of the Institution.
- Advising the Royal Theatrical Support Trust on running the RTST Sir Peter Hall Director Award Scheme which supports regional charitable theatres and up-and-coming directors.
- Advising Alzheimer’s Research UK on data protection compliance.
- Advising Save the Elephants on compliance with data protection regulations and marketing rules.
The charities group at Druces LLP is drawn from lawyers across a range of disciplines, bringing together specialisms in taxation, employment and other areas, who together have expertise in charity law. Richard Monkcom is at the helm. The group has a particular focus on advising clients on constitutional issues, commercial and publishing agreements as well as the taxation of the not-for-profit sector. It acts for more than 50 charities with sector strength in animal, medical, religious and educational. The team is also skilled at acting for charities where an estate with charitable beneficiaries is disputed. Helen Freely is well-regarded and often advises charities when they are just starting off.
Other key lawyers:
‘The team is excellent. The response time to any question is almost immediate. The team helps its client to ask the correct questions and to explore the different options available‘.
‘It is absolutely dedicated to its clients and will go to great lengths to service them. This earns it enormous respect‘.
‘Helen Freely is an excellent solicitor. She is always available, efficient, knowledgeable and wise in her dealings with me as a client‘.
The team at Macfarlanes LLP is led by Jonathan Conder and Nicholas Harries who are both partners in the private client team. They have significant experience of advising philanthropic individuals, families and institutional clients, as well as high-profile operational charities, and are active in many charitable sectors from education and healthcare through to sustainable development. The group is well-equipped to handle complex transactional work that requires both charity law advice and expertise in other areas such as commercial, real estate or structuring advice about how to structure the trading and development activities of the charity.
Jon Conder; Nicholas Harries
Other key lawyers:
‘Urbane, resourceful and conscientious. Courtesy, interest in the subject and willingness to work hard. I would mention Nicholas Harries‘.
‘Clarissa Lyons was an incredible help‘.
‘Nicholas Harries is highly competent and Clarissa Lyons is both competent and charming‘.
Centre for Access to Football in Europe (CAFE)
The Royal Marsden Cancer Charity
Education Endowment Fund
The John Armitage Charitable Trust
The DFN Charitable Foundation
- Advising the Centre for Access to Football in Europe (CAFE) on its governance structure and constitution following a period of significant change.
- Advised Papergang Theatre on its registration as a charity.
- In Children’s Investment Fund Foundation (CIFF) (UK) v HM Attorney General  EWHC 1379 (Ch) the team acted for the third founding member in a case that related to what is believed to involve the largest ever proposed grant by a UK charity.
Pothecary Witham Weld Solicitors
Pothecary Witham Weld Solicitors has a primary focus on advising religious charities such as churches and religious orders. This aspect of the practice is still thriving. More recently the firm has expanded its scope to represent a broader range of charities both religious and non-religious, new and established. It has also been assisting social entrepreneurs and philanthropists. Gerald Kidd heads the church and charities team that provides a full service to its charitable clients including advising on immigration matters for religious workers in addition to employment and TUPE advice.
Other key lawyers:
Alexa Beale; Chris Perkins
‘PWW is one of the unsung marvels of the charity sector. It has a very loyal following from among very discriminating charity clients, and provides a Rolls-Royce service across the charity and not-for-profit spectrum‘.
‘The team provides excellent advice and expertise in relation to charity law. Clear, concise and timely. I also feel that PWW works in the best interests of our organisation and fully appreciates our area of work‘.
‘Gerald Kidd has seen it all, but never gives anything but 100% of his expertise and effort to resolving his clients’ legal issues’.
‘Alexa Beale covers all aspects of the property spectrum which is so important to charities, while being totally aligned to her clients’ mission’.
‘Chris Perkins is responsive and clear and works in the best interests of our organisation‘.
Solving Childhood Cancers
Sylvia Waddilove Foundation UK
The Welsh Baptist Union Corporation
Baptist Union of Wales
The Field Family Trust
Methodist Church in Great Britain
Methodist Independent Schools Trust
Armenian Church of St. Sarkis
Holy Rood Trust
The Churches’ Agency for Safeguarding
Association of Sound Designers
The South London Botanical Institute
- Advising GACD Action on the reorganisation of its membership and changes to its constitution.
- Setting up a new grant giving charity funding cutting edge medical research into childhood brain cancers.
- Advising on a charitable trust that was set up and managed for public figure.
- Advising a large grant giving charity that was administered by PWW.
- Advising on charity proceedings to clarify ownership of a property.
Trowers & Hamlins LLP acts for major charitable funds but the main focus of its charity practice is on large charities that raise funds from contracts or from charging the beneficiaries of their services. The group is well equipped to advise charities on all areas from commercial property through to procurement, pensions and tax under the guidance of Ian Davies. It is also skilled at advising charities and social enterprises on their relationships with trustees. The team is well placed to advise clients on multiple regulatory regimes such as registration with the Charity Commission in addition to other regulators such as the CQC and the Homes and Communities Agency.
Other key lawyers:
Emma Burrows; Sharron Webster; Darren Hooker
‘A strong team that is able to offer robust commercial advice which is grounded in an understanding of the reality of the voluntary sector‘.
‘The team understand its clients and their businesses and one always knows that the team will provide reliable, helpful advice‘.
‘Sharron Webster and Darren Hooker are incredibly responsive. Sharron’s expertise is embellished by her energy, enthusiasm, pragmatism, honesty and clarity of advice. Darren is equally knowledgeable and his contacts at the Charity Commission have been particularly useful‘.
Anchor Trust (now Anchor Hanover Group)
Avenues Trust Group
Armed Forces and Veterans Estates
Birch Hall Adventures
The Brandon Trust
Brig B J Majendie Trust
Care International UK
Chartered Institute of Linguists
Chance Glassworks Heritage Trust
Church Commissioners for England
Church of England Pensions Board
Community & Care
Devon Sheltered Homes Trust
Dorset Natural History and Archaeological Society
Dowager Countess Eleanor Peel Trust
E Hayes Dashwood Foundation
Education Funding Agency (re academy school programme)
Extracare Charitable Trust
Forest Young Men’s Christian Association
Friends of the Elderly
The Guinness Trust
Haig Housing Trust
Institute for Sustainability
Joseph Rowntree Foundation
Keep Britain Tidy
Langley House Trust
Lee Valley Leisure Trust
London Central & West Unscheduled Care
Macintyre Care Maudsley Charity
Millwall Community Trust
Museum of London
National Autistic Society
National Council for YMCA
Quintus Housing Trust The Patrick & Helena Frost Foundation
The Peabody Trust
Rapport Housing and Care
Royal Star & Garter Homes
Salmon Youth Centre
The Shaw Trust
Sir Oswald Stoll Foundation
Siri Guru Singh Sabha
- Acting as legal partners to VODG, an umbrella organisation of 80 charities supporting individuals with learning disabilities.
- The team was successful in becoming the exclusive legal partner to Dimensions UK in 2018.
- Acted for the Church of England Pensions Board on the issue of £50m of bonds with a coupon of 3.509% through its wholly-owned special purpose vehicle, CHARM Finance plc.
- Acting for Swimming Teachers’ Association Limited in its claim against its former CEO for misappropriation of the assets of the charity.
- Advised Rapport Housing & Care on its potential merger with a number of Abbeyfield Societies including The Abbeyfield Tonbridge Society.
Womble Bond Dickinson (UK) LLP is well equipped to service clients nationally through its various offices and also has an international reach through its transatlantic partner. Key strengths include advising on regulatory matters in addition to mergers, hive offs, fundraising and on other group structures for charities. It is also skilled at providing governance advice on constitutional matters. Key sector expertise lies in education, health and care as well as religious charities where it particularly advises Roman Catholic charities and charities in the Jewish community. Jo Coleman and Emma Moody are highly regarded.
Emma Moody; Jo Coleman
Other key lawyers:
Sarah Jane Van den Bergh
‘Jo Coleman is dynamic and clear and committed to this sector‘.
‘We find Jo Coleman to be exceptionally committed, willing to listen and thorough, accurate in her advice, often going beyond the call of duty‘.
‘Jo Coleman is dedicated, sensible, practical and has an approachable manner that is very welcome. She is willing to go the extra mile to support her clients and seems to have their interests firmly in her heart‘.
‘Jo Coleman has vast knowledge of charity law and her ability to communicate complex issues in simple terms to lay people is tremendous. She has a way of giving people confidence where all seems overwhelming‘.
‘Jo Coleman, is simply one of the very best and is patient. She has a vast breadth of knowledge‘.
‘Jo Coleman has the most encyclopaedic knowledge of the charity sector and its regulation. Her advice comes with humour, industry understanding and is empathetic to client’s interests‘.
‘Sarah Jane Van den Bergh is very ‘hands-on’ and helpful‘.
‘The team provides helpful and pragmatic solutions’.
‘The team has a first-class knowledge of the charitable sector and an ability to apply that with relevance, understanding and empathy‘.
Academy of Medical Sciences
British Mountaineering Council
Zedra Trust Company
Spanish & Portuguese Jews’ Congregation
St John of God Hospitaller Services
University of the Third Age
Jewish Leadership Council
Daughters of Charity of St Vincent de Paul
St Monica Trust
Chippenham Borough Lands Charity
Bauer Radio Cash for Kids Charities
Mental Health Matters
William Leech Foundation
- Advising the Academy of Medical Sciences on the process of applying for a Royal Charter.
- Advising NABS on its strategic decision to sell the care home it established in the 1960s in East Sussex to care for elderly beneficiaries who had worked in the advertising industry and required nursing care.
- Advising the United Synagogue on updating the bylaws for its member synagogues.
- Advising the two charities that form part of The Wohl Legacy on their major grant-giving activity which targets projects which will make a key difference in their field and to support visionary leadership.
- Advised Crisis UK on a review of its governance arrangements resulting in the adoption of new Articles of Association which better reflected its current working practices
Ashfords LLP acts for a significant number of third sector organisations on a broad range of issues including reputational management matters. John Toth co-heads the team and advises on various regulatory and governance issues for charities. Toth routinely advises new charities on their incorporation as entities or trusts and on community interest companies. Kerry Morgan-Gould is the joint head and advises household named charities on a broad range of contentious legacy issues.
John Toth; Kerry Morgan-Gould
Other key lawyers:
Barny Croft; Lara Moore
‘An absolute commitment and devotion to their clients’ interests, aligning the firm with the client rather than the other way around. A friendly and easily-approachable ethos, but backed up by the highest standards of service delivery’.
‘John Toth brings a wealth of experience and an extremely safe pair of hands to the team, engendering total and justified confidence in his clients‘.
‘Kerry Morgan-Gould is a hugely able and unflappable performer who can effortlessly carry the heaviest case-load, and keep delivering the performance which brings her clients back again and again’.
‘Kerry Morgan-Gould is an exemplary contentious probate professional. She gave us sound advice and kept us up-to-date throughout the matter, protecting our charity’s interests and ensuring we got the best possible outcome‘.
‘Barny Croft is strong on the contentious and potentially contentious side‘.
‘Barny Croft is excellent with clients (particularity difficult ones), manages expectations and really knows his stuff‘.
‘Lara Moore is excellent at explaining complex issues in lay terms and providing an analysis of all the different options available to us in a given case. We particularly appreciate that she provides real advice on what our best option is rather than just providing an analysis of the various options‘.
Somerset and Dorset Railway Heritage Trust
The Eggbeer Trust
Royal National Lifeboat Institution
Exeter Cathedral Music Foundation Trust
A national charity
- Provided planning and property development advice to a charity client.
- Providing strategic advice on restructuring, property acquisition and granting of tenancies and licences over a charity owned property.
- Advising on marine licensing to its charity client.
- Providing a strategic oversight of a charity’s activities in relation to the Exeter Cathedral Music Foundation Trust.
- Advised a national charity on a legacy challenge on grounds of lack of testamentary capacity, and undue influence.
Boodle Hatfield LLP is a known name for its work with charities and individuals in their philanthropic pursuits. It is also well-regarded for its advice to corporate clients and family offices on various ways to structure philanthropic initiatives, and in other areas such as the establishment of new charities. Increasingly the firm is advising on alternative not-for-profit structures. Andrea Zavos heads the team that includes Eleanor Sepanski, who is skilled at dealing with governance issues, philanthropy and assisting companies with its CSR planning.
Other key lawyers:
The Defence and National Rehabilitation Centre
Edwin Coe LLP is increasingly working on philanthropy matters by helping to structure and establish new charities for private individuals and families. The firm is adept at providing cross-border trust and tax advice on the establishment of new charitable structures and in providing ongoing operational advice to charities. With David Goepel at the helm the practice advises international pan-continental educational initiatives, national charities, and professional governing and regulatory bodies, in addition to helping philanthropic organisations that are set up by private clients. Alison Broadberry is also recommended.
Other key lawyers:
The Lion Youth Club
Salvation Army International Trustee Company
Sant Zora Singh Lopon Charitable Trust
Save Our Sons
Theatre Royal Haymarket
- Advising The Lion Youth Club on the redevelopment of a youth charity’s premises.
- Advising the Theatre Royal Haymarket’s charity on the conversion from a charitable trust to a charitable company limited by guarantee.
- Continuing to provide a co-ordinating role for African Institute for Mathematical Sciences – Next Einstein Initiative.
- Advising the Australian charity Save Our Sons on the establishment of a UK charity “Beards for Boys”.
- Continuing to assist Sant Zora Singh Lopon Charitable Trust in a review of its constitutional arrangements.
Eversheds Sutherland (International) LLP acts for over 250 charities. It has particular expertise in advising clients in the education, health, regeneration, mental health and grant-giving sectors. Glynne Stanfield and Paul Pugh are key members of the team that has significant expertise in advising research institutions and grant makers on issues ranging from governance, international giving, social investments and tax. Legal director Stephen O’Reilly is another name to note for his work on diverse matters such as the release of permanent endowment restrictions through to payments to trustees.
Glynne Stanfield; Paul Pugh
Other key lawyers:
‘Glynne Stanfield provides a hassle free route into a wide range of specialists who work with my colleagues to support their work. The ability to tap into Eversheds international expertise has also been useful during the year’.
South Downs National Park Trust
Royal Society of Chemistry
Dewsbury Endowed Schools Foundation
Institute of Physics
Medical Research Council
Havens Christian Hospice
Further Education Trust for Leadership
Higher Education Academy
- Advising Natural Environment Research Council on the establishment of National Oceanography Centre as an independent charity.
- Advising South Downs National Park Trust on various matters including governance.
- Providing commercial and governance advice to Collab Group.
- Continuing to act for the Further Education Trust for Leadership, a registered charity, on its future and whether to consider becoming an endowment body
- Advising Newham on its application to establish an Institute of Technology (IoT) with its higher education partner Queen Mary University of London and various partners from industry.
Herbert Smith Freehills LLP frequently acts for charities, NGOs, foundations and social enterprises as well as multinational corporate clients in relation to their charitable and philanthropic activities. The charities group spans all practice areas including tax, trusts, real estate and employment and its work typically has an international dimension. It is regularly instructed to advise local and international charities and foundations on their governance, structures and processes in addition to their social investments. Richard Norridge heads the team.
Other key lawyers:
‘The team at HSF has been incredibly insightful, helpful and dedicated, helping us to overcome a series of complicated and complex issues‘.
‘The team’s interest in, and passion about, my social enterprise and the impact I am trying to create is clear and this is of utmost importance to any social entrepreneur. If your lawyers care about what you are trying to do, and share in the journey with you, it becomes an incredibly powerful relationship and this is what I have with the HSF team‘.
‘Approachable, flexible and thorough. Excellent at leveraging the resources within HSF to assist our work‘.
‘Rebecca Perlman is always approachable, intelligent and able to grasp complex themes quickly, and makes herself easily available‘.
‘Rebecca Perlman has been excellent in propelling our work‘.
‘The team has pulled things out the bag for us with very short notice. Made themselves available and moved projects forward efficiently‘.
‘What makes this practice unique is that every individual we work with takes pride in their work. What they all have in common is a desire to understand our needs and to build great relationships‘.
Tech for Trade
Global Campaign for Mental Health
The Freetown Foundation
Minds at Work
Circle of Young
Disability Law Service
- Assisted Local Welcome with preparing a whole new submission to the Charity Commission in respect of the organisation’s application for registration.
- Advised Tech for Trade on its conversion from a company limited by shares, to a charitable incorporated organisation.
- Advised the Global Campaign for Mental Health on its establishment as an English registered charity, including drafting its Articles of Association, and on its application to and registration with the Charity Commission.
- Advising The Freetown Foundation on the establishment of an English registered charity, including drafting its constitution and on its application to the Charity Commission.
- Assisting Minds at Work with establishing a corporate entity to carry out charitable activities promoting mental health in the workplace.
Mills & Reeve LLP works with universities, independent schools, international charities and some of the biggest names in social finance as well as government departments. The national team under the leadership of Neil Burton has built up specialisms in various areas such as philanthropy and legacies, sport and religious charities as well as health charities. Other areas of expertise lie in education and research organisations as well as livery companies.
Other key lawyers:
Mark Ashton; Dona Ardeman
‘Strong charity / corporate law capability with commercial and practical advice. Acknowledge and work around and within client’s nuances spotting specific issues and helping to resolve them efficiently‘.
‘Neil Burton – commercially astute and practical with good sense of what the business decision-makers require‘.
‘Dona Ardeman – niche skill-set and expertise with charity investment matters and Mark Ashton – strong company / charity law knowledge and understanding of the way the commission works‘.
- Has supported BBC Children in Need in 2018 with a retainer, which has covered advice on contracts and GDPR compliance.
- Carried out a detailed review of the operational activities and governance of the Mountain Training Trust group (the MTT charity and its wholly-owned trading subsidiary), to ensure current compliance with relevant aspects of charity law and best practice.
- Appointed at the end 2017 as firm of record / full service advisers to Children’s Investment Fund Foundation.
- Advised the British Council on over 30 separate matters during 2018.
- Advising The Institution of Engineering and Technology on a broad range of matters.
Penningtons Manches Cooper LLP acts for a broad range of national and local charitable clients including some household names as well as higher education and independent schools. Other clients include literary charities, animal charities, disability charities and registered social landlords. Henrietta Mason now heads the team as Alison Talbot left the firm to join Winckworth Sherwood LLP. The practice has access to sector expertise across the firm, ranging from being able to advise charities on governance matters, to legacy disputes and employment matters.
Other key lawyers:
‘Has an excellent combination of exceptionally high levels of expertise and analysis with a deep understanding of the client’s needs. Henrietta Mason is an intensely able and rigorous lawyer who provides a remarkably high level of service’.
‘Everyone involved is professional, competent, and responds quickly to our needs’.
‘The team provides level-headed advice and has broad expertise‘.
Leonard Cheshire Disability
Make-a-Wish Foundation UK
City & Guilds of London Institute
World Obesity Federation
Marine Stewardship Council
The Licensed Trade Charity
Shrewsbury House School Trust
Marshal Beresford Fund
The Chartered Institute of Plumbing and Heating Engineering
- Advised City & Guilds on a significant restructure of part of its business including providing training for managers.
- Advised a leading national charity in relation to repeated data subject access requests made by a former employee.
- Advising World Obesity Federation on reputational and IP issues where another organisation was infringing IP rights.
- Representing a faith based organisation in a Charity Commission investigation.
- Advising Make-A-Wish Foundation UK in relation to a complex fundraising project in collaboration with commercial and technology providers.