Charities and not-for-profit in London
Bates Wells
Bates Wells has an 'unrivalled understanding of the sector'. The large and dedicated team acts for household name charities as well as smaller early-stage charities, and has recently attracted over 300 new charity clients under the leadership of Philip Kirkpatrick. The group is at the forefront of advising on the innovative financing of charities and has developed expertise in a number of areas: Stephanie Biden leads on constitutional and governance issues for churches; Erica Crump focuses on cultural charities; Thea Longley is experienced in advising charities internationally on their legal arrangements with overseas branches, as well as on trading and grant agreements; Rosamund McCarthy Etherington has a high profile in the sector, particularly for her advice on governance and complex regulatory issues; and Lawrence Simanowitz has a strong presence in the environment and arts sectors. Other noted practitioners are Abbie Rumbold and Luke Fletcher, who leads the firm’s Impact Economy practice and is particularly adept at advising on charity investment, and associates Pippa Garland and Lucy Rhodes.
Practice head(s):
Other key lawyers:
Stephanie Biden; Rosamund McCarthy Etherington; Lawrence Simanowitz; Thea Longley; Abbie Rumbold; Laura Soley; Erica Crump; Pippa Garland; Lucy Rhodes; Simon Steeden
Testimonials
‘Bates Wells has tremendous strength in depth. They are thought leaders’
‘Philip Kirkpatrick goes to the heart of the matter. He is a pleasure to deal with. He avoids inessentials, and is as close as you can get to the ideal charity legal adviser‘
‘It provides a seamless service in supporting in-house legal practices to achieve their intended outcomes, and adopts a can-do approach to help resolve problems and overcome hurdles to that end. The advice and approach is always strategic, pragmatic, accessible, engaged and insightful – and advice is delivered promptly’
‘A top-flight charity team, with the ability to navigate the fast-changing regulatory environment. Advice is always a sensible mix of practical and technical. The individuals with whom I work are able to take complex issues and explain them in practical ways to lawyers and non-lawyers alike‘
‘Rosamund McCarthy Etherington and Simon Steeden are professional, knowledgeable, proactive and approachable. They are leaders in the charity law field’
‘It has a massive team that has charity work is in its DNA. Luke Fletcher does a superb job on social investment work. Abbie Rumbold is highly professional, direct and honest, and has a thorough comprehension of charitable law‘
‘Thea Longley has an ability to make difficult things as straightforward as possible. Authoritative, pragmatic, reassuring, approachable and diplomatic – even fun!‘
‘Laura Soley is truly exceptional and an absolute delight to work with. A real credit to the firm. Impressive technical knowledge; constructive, pragmatic and strategic in approach; always accessible and responsive; and always instils confidence in clients with her professional competence and measured and personable approach‘
‘Lawrence Simanowitz is imaginative and brilliant’
‘Pippa Garland is thorough, clear, timely and helpful‘
Key clients
BBC Children in Need
Barnardo’s
Comic Relief
World Animal Protection
National Federation of Women’s Institutes
Christian Aid
Duke of Edinburgh’s International Awards
MIND
Samaritans
Scout Association
Work highlights
- Advised Oxfam on all aspects of the Charity Commission’s high-profile statutory inquiry into its safeguarding management and practice.
- Advising Comic Relief on a wide variety of issues, including high-profile fundraising and relationships with corporate partners, and innovative grant-making practices.
- Advising Medecins Sans Frontieres on safeguarding concerns.
Farrer & Co
Anne-Marie Piper heads the team at Farrer & Co, which counts some of the largest and best-known UK and international charitable organisations among its clients. The team is highly recommended for its transactional and structuring advice for charities with extensive group, trading and constitutional structures. It has been advising a growing number of clients on complex issues such as regulatory interventions, governance failures and corporate insolvencies, and also has a dedicated safeguarding unit that acts for charities. The practice is further recommended for its innovative charity finance advice and for assisting high-net-worth individuals with engaging in charitable activities. The team has recently noticed a substantial growth in new instructions from corporates seeking advice on associated charitable foundations. Other key members of the first-rate team include Julian Smith, who acts for a wide range of foundations and functional charities; Sam Macdonald; James Carleton; Peter Wienand, who is noted for his work with charitable cultural organisations; Elizabeth Jones; and James Maloney.
Practice head(s):
Other key lawyers:
Julian Smith; Sam Macdonald; James Carleton; Peter Wienand; Elizabeth Jones; James Maloney
Testimonials
‘Anne-Marie Piper provides clear and unambiguous advice and is able to make the important connections necessary to resolve the sometimes complex and difficult issues that arise’
‘Anne-Marie Piper is supported by an able team of knowledgeable practitioners and specialists in complementary disciplines‘
‘Julian Smith provides clear, straightforward advice on complex issues in a way that is easy to understand and to apply’
‘Julian Smith is responsive and available at short notice, and I value his counsel. His knowledge of Charity Commission procedures (and the thinking behind them) has been invaluable‘
‘Julian Smith is an absolute pleasure to work with – a delight‘
‘Farrer & Co consistently provides exceptionally high levels of service and account management at all times’
‘All members of the team that we work with are knowledgeable, efficient and provide consistently high-quality work. The firm also provides opportunities to hear about the latest developments in the sector through high-quality events and bulletins‘
‘Elizabeth Jones is an exceptional lawyer and account manager. She provides consistently high levels of service, is knowledgeable and up to date with all matters, responds quickly and is a pleasure to work with‘
Key clients
Age UK
Japan House
Leonard Cheshire Disability
Motability
National Emergencies Trust
Paul Hamlyn Foundation
Rhodes Trust
Save the Children
The Wellcome Trust
Thirty Percy Foundation
Work highlights
- Advising Motability on various matters in the context of intense scrutiny from the media, a parliamentary select committee, the National Audit Office and the Charity Commission.
- Advised Rhodes Trust on a major new collaboration with the Eric and Wendy Schmidt Fund for Strategic Innovation.
- Assisting with the establishment of, and providing ongoing advice to, National Emergencies Trust.
BDB Pitmans
The charities team at BDB Pitmans is ably led by Penny Chapman. The broad practice is skilled at advising on a myriad of issues, from reputation management matters to legal disputes, charity registrations and judicial reviews. 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 and NHS charity regulation. Nicola Evans is another key figure in the practice.
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Testimonials
‘Very personable team. Quick responses. Goes above and beyond to ensure deadlines are met‘
‘Penny Chapman is very helpful, with a quick turnaround of response and clear communications. She understands issues, shows professional empathy and adapts to client’s needs‘
‘Breadth of professional experience and how it is practically applied. Accessibility of the team members. Speed of reply and turnaround of complex work‘
‘Professionalism and lateral thinking. Matching values of individual team members. A willingness to work outside of normal working hours‘
‘BDB Pitmans LLP has a wide and deep knowledge of the charity and not-for-profit sector and acts for a large number of such organisations‘
‘Jonathan Brinsden is very knowledgeable and approachable, and a delight to deal with‘
‘The lawyers at BDP Pitmans have always made themselves readily available to us at very short notice. Their personal touch and the continuity of the team has made working with them a real joy‘
‘The team continues to serve us brilliantly with all the appropriate advice, as well as always offering additional pointers beyond what we would have necessarily factored in. Penny Chapman has been the constant partner throughout our relationship and her experience and advice has been invaluable‘
Key clients
The Children’s Investment Fund Foundation
The HALO Trust
Stroke Association
DKT International Foundation UK
The Royal Opera House
Reading Gaol, Arts, Museum and Theatre Company
The Clergy Support Trust
The Britten-Pears Foundation, Snape Maltings and the Aldeburgh Music Endowment Fund
Barts and the London Charity and Related Charities (Barts Charity)
The KFC Foundation
Work highlights
- Acting for the independent trustees of The Children’s Investment Fund Foundation in the Supreme Court in a case which stands to have significant ramifications for the charity sector.
- Advised The Halo Trust on developing a risk-based approach to safeguarding and serious incident reporting in challenging overseas environments.
- Advised The Britten-Pears Foundation, Snape Maltings and the Aldeburgh Music Endowment Fund on a major charity merger.
Charles Russell Speechlys LLP
With Sarah Rowley at the helm, Charles Russell Speechlys LLP continues to represent high-profile national and international charities as well as historic educational institutions, ecclesiastical bodies and military charities. The team covers the full range of matters and through its Guildford office it advises many leading UK charities on both contentious and non-contentious probate issues. The practice also receives a steady flow of instructions from the firm’s high-net-worth, family office and corporate clients to advise on the establishment of charitable foundations for charitable donations. Lynn Povey heads the charity property practice; Mike Scott is particularly well regarded for his experience of Royal Charters; and Sally Ashford leads the charities legacy administration team.
Practice head(s):
Other key lawyers:
Lynn Povey; Mike Scott; Sally Ashford; Penelope Byatt; Simon Weil
Testimonials
‘The CRS charities and not-for-profit team has considerable breadth and depth of expertise, and the lawyers can call upon many other areas of expertise within the firm as a whole. Sarah Rowley has been the main point of contact for nearly a decade now. We have developed a close working relationship and appreciate her sympathetic understanding at all times, her eye for detail and critical awareness of all the issues involved‘
‘The key standout feature for CRS would be the staff; the lawyers are all obviously incredibly knowledgeable and capable, but also pair this with a very approachable style and friendly manner. They also react quickly and are always on hand to give things a sense check or a no obligation quote‘
‘The team is proactive in finding out how it can help and support us as a charity‘
‘Penny Byatt is my go-to person when any charity governance issues come up. She immediately picks up the issues and provides alternative solutions, with the pros and cons of each, with a recommendation‘
‘The depth of knowledge of charity law and how it works in practice makes Charles Russell Speechlys stand out’
Key clients
Royal Air Force Benevolent Fund
National Museum of the Royal Navy
Marie-Louise von Motesiczky Charitable Trust
Cancer Research UK
Dementia UK
City & Guilds of London Institute
The Benedetti Foundation
National Army Museum
The Grocers’ Company
Westminster Abbey
Imperial Society of Teachers of Dancing
Royal Marines Association – The Royal Marines Charity
Merchant Taylor’s Company
Autistica
Mercy Corps
Hempsons
The 'hardworking and engaged' Ian Hempseed heads the team at Hempsons, which advises charitable organisations on the full spectrum of legal issues, from corporate and commercial matters through to social care and real estate issues. It has a national offering and is adept at handling high-value projects and cases. The practice also has particular strength in acting for many Royal Charter corporations which are charities and frequently liaises with the Privy Council to obtain consents to constitutional changes for these bodies. The firm also works closely with organisations and entrepreneurs in the development of appropriate legal structures for social enterprises.
Practice head(s):
Testimonials
‘Hempsons has an established charity and social enterprise practice and a strong reputation, with a dedicated national team across the firm‘
‘Ian Hempseed provides pragmatic and proactive advice. He has highly impressive specialist knowledge of the charity sector‘
‘Hempsons has an outstanding team of lawyers with expertise in all aspects of charity law, governance, conveyancing, property management, contractual issues, HR and employment law, and much more. We have found Hempsons to be far and away the most experienced team, with a can-do attitude. The lawyers always go the extra mile and even respond over weekends and holiday periods when it comes to urgent and pressing advice required‘
‘Ian Hempseed is extremely competent in charity law, mergers, governance, social enterprises, commercial matters and a whole range of other issues, including trustee support, governance, etc‘
‘The practice is very good at taking the time to think through the specific and unique aspects of my business. Our operating practices are not necessarily standard but staff at Hempsons put in the additional time and effort to understand this, and display great patience in dealing with our staff on issues. There is a pragmatism to the approach which is very much appreciated‘
‘The individuals I have worked with stand out through their pragmatic and patient approach. Calmness and professionalism are clear attributes. Work is promptly delivered and advice is always sound and helpful‘
‘Very well informed about the UK charity sector and the compliance needs associated with both the Charity Commission and Companies House‘
‘Ian Hempseed is excellent – hardworking and engaged, and popular with clients‘
Key clients
Zoological Society London
Outward Bound Trust
The Royal College of Emergency Medicine
Royal College of Obstetricians & Gynaecologists
Royal College of Paediatrics
Letchworth Garden City Heritage Foundation
Energy Institute 7
The Christie Charitable Fund
The Movember Europe
Liverpool PSS
York Conservation Trust
Henshaws Society for Blind People
AAGBI Foundation
Age UK North Tyneside
Anchor Trust
Aspens Charities
Autism Plus Limited
The Avalon Group
Avenues East
Avenues London
Avenues South East
The Avenues Trust Group
Avocet Trust
Battersea Dogs & Cats Home
Birtenshaw
British Home & Hospital for Incurables
Cats Protection
Charities Trust
Christians Against Poverty
The Conservation Volunteers
Dame Alice Owen’s Foundation
Demelza House Children’s Hospice
DKMS Bone Marrow Donor Centre
Douglas Macmillan Hospice
European Assoc for Cardio Thoracic Surgery
Federation of Jewish Services
The Francis Crick institute Limited
Groundwork North East
Harrogate District Hospice Care
The Healthcare Management Trust
International Federation Of Gynecology & Obstetrics
Lowry Centre Trust
Macmillan Cancer Support
Making Space
Manchester University NHS Foundation Trust Charity
Maritime Educational Foundation
Musicians Benevolent Fund
National Childbirth Trust
NFER
North West Air Ambulance
Overseas Development lnstitute
Pure Innovations Limited
ReVitalise Respite Holidays
Royal Exchange Theatre Company
Royal Marsden Cancer Charity
Royal Mencap Society
Royal Pharmaceutical Society of GB
Sheffield Hospitals Charity
St Gemma’s Hospice Leeds
St George’s Police Children Trust
St Luke’s (Cheshire) Hospice
Sue Ryder
Tees Valley Community Foundation
Trustees of the London Clinic Limited
Turning Point
Wellcome Trust
WilfWard Family Trust
Wirral Autistic Society
Yorkshire Cancer Research
Work highlights
- Advised the trustees and secretariat of The International Federation of Gynecology and Obstetrics on a proposal to the membership for an entirely new constitution that was approved.
- Advised ACEVO on reorganising its annual members’ meetings and modernising the process for electing its trustees, as well as how the chair and other officers are appointed.
- Advised SASC Trust on structuring £10m of funding into a new sustainable housing fund.
Maurice Turnor Gardner LLP
Maurice Turnor Gardner LLP is particularly skilled in advising on matters that span philanthropy, charity and private wealth. A core component of the practice is advising on the creation of substantial charities, as well as on large and innovative grant agreements between charities and philanthropists. Much of the team's work is complex with an international dimension and it has also noticed increased instructions from charities and charity trustees on safeguarding concerns. The team has also been busy providing advice to charities in the aftermath of internal allegations of bullying, discrimination and harassment. Ceris Gardner heads the well-respected team, which includes Emma-Jane Weider, Jennifer Chambers and Jennifer Emms.
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Testimonials
‘The firm offers a remarkable range and depth of expertise which is at the very forefront of professional attainment and development in the sector. Ceris Gardner is one of the finest solicitors in a very competitive sector, providing outstanding service to her charity clients‘
‘The firm is dedicated to the world of trusts and charities, and I do not know of many, if any, other firms with this degree of concentration. Not surprisingly, it has gathered together specialists right at the top of their game‘
‘MTG has a stellar reputation as a boutique firm that can expertly handle all private client needs – from the straightforward questions to very complex, cross-jurisdictional, inter-generational issues‘
‘Ceris Gardner is the ultimate go-to expert for all philanthropy issues for international families’
‘The partners and staff are very responsive, listening to clients and addressing the issues presented to them. There is great follow up. They are up to date and the landscape of their advisory practice is constantly adjusting to meet emerging client needs’
‘Ceris Gardner is always there for her clients, empathetically responding to their needs. One always feels comfortable discussing issues with her – she is what a trusted adviser should be, an exemplar‘
‘Jennifer Chambers and Emma-Jane Weider are simply outstanding professionals‘
‘Excellent, knowledgeable individuals with excellent client care’
‘Jennifer Emms is very astute and hardworking‘
Russell-Cooke LLP
Russell-Cooke LLP has a large specialist team which regularly advises charities on the full array of matters, from governance to grant-making, employment and fundraising issues. Under the direction of Andrew Studd, the group has particular expertise in advising on charity mergers, demergers and restructurings. In addition, it is skilled in the establishment of new charities and is well known for its advice to corporate foundations. Other strengths include advising charities on property matters and social financing, as well as its work with educational institutions. Chris Rowse is also recommended, along with James Sinclair Taylor, who is recognised for his experience in sensitive contractual and funding issues and risk management matters.
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Testimonials
‘Andrew Studd has a reassuring manner and through his corporate background has a very good understanding of the commercial realities on any given matter’
‘Chris Rowse has excellent availability and is very familiar with the sector. He acts as a business partner for us with very good turnaround on work product‘
‘Prompt, pragmatic and creative advice. A full-service firm with an excellent specialisation in charity law. Wide-ranging knowledge of the sector helps them anticipate issues and give proactive advice.’
‘Chris Rowse showed a real interest in our charity and I greatly valued his support and pragmatic advice.’
‘Andrew Studd provides excellent, timely and practical advice. He always meets our timelines.’
‘They are responsive, diligent and honest. We get their frank assessments, even if they have criticisms of us. They are also very open to feedback and to improving our collaboration. It is a good partnership.’
‘Excellent knowledge of the charity sector. Thorough and detailed responses, include raising awareness of linked issues that may be relevant. Range of specialisms provided. Awareness of cost constraints for charities when dealing with us. Provision of free seminars.’
‘Very responsive and working within good timeframes. They listen and take the time to understand our requirements and to translate legislation into useable working policies or documents relevant to our organisation.’
Key clients
UNICEF UK
Borough Market
Royal Philharmonic Orchestra Trust
Breast Cancer Now
World Wildlife Fund UK
British Heart Foundation
Voluntary Service Overseas
Youth Hostel Association
Anthony Nolan
Tall Ships Youth Trust
Work highlights
- Advised Impetus and the Youth Endowment Fund on the structuring of a £200m Home Office fund to prevent young people being drawn into crime and violence.
- Advised Foundation for FutureLondon on a major project to help develop the East Bank cultural quarter on the site of the Olympic park.
- Advised Education Trust on the sale and donation of an unparalleled collection of the paintings and drawings, books and manuscripts, photographs and daguerreotypes of John Ruskin.
Stone King LLP
Under the direction of Stephen Ravenscroft and Hannah Kubie, the charity and social enterprise team at Stone King LLP acts for over 1,000 charities on an annual basis, including at least 200 of the country’s largest charities. It has particular expertise in working with religious and faith organisations, among them the Catholic Church, the Church of England and other religious groups. It is also well known for its work with educational charities, charities that work with young people, military charities, heritage, art and museum organisations, social enterprises and publicly funded charities. It is increasingly active advising livery companies and City corporations. Other key names include Julian Blake, Reema Mathur and Ann Phillips.
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Testimonials
‘Julian Blake combines exceptional professional expertise with a deep commitment to clients and the charity and not-for-profit sector. He is renowned as one of the top charity solicitors practising in the UK today and for developing innovative cross-sector social enterprise structures for public services‘
‘Reema Mathur is very active in the market and proactive in the sector‘
‘Hannah Kubie comes up with very creative solutions and is a lateral thinker‘
‘Stephen Ravenscroft is an educational specialist‘
Key clients
Save the Children International
Changing Faces
Ambitious about Autism
National Heritage Memorial Fund
The National Trust
Royal Society of Medicine
Catch 22
National Autistic Society
Sutton’s Hospital in Charterhouse
The Royal Photographic Society of Great Britain
Family Action
Higher Education Statistics Agency
Diocese of Westminster
The Corporation of Trinity House
Institute of Grocery Distribution
The Polish Catholic Mission
Team Rubicon UK
Sherborne School
Unlocked Graduates
The Worshipful Company of Haberdashers and associated charities
VWV
Bristol-based Con Alexander and London-based Paul Voller co-head the team at VWV, which advises more than 1,000 charities of all types and sizes, including a number of national charities, on the full array of issues. The team has particular strength in advising charities in the educational, healthcare, religious and arts sectors; it acts for a large number of charitable independent schools, and has thriving academies and further and higher education practices. It also does a significant amount of work for high-profile individuals in relation to their personal charitable work and a sizeable number of its clients are exempt charities. Shivaji Shiva is another name to note. Thomas Dick joined the team from DLA Piper, while Chris Knight joined from Hewitsons.
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Testimonials
‘Great communication. Excellent and solid advice and problem solving, especially on complex matters‘
‘Paul Voller has very wide experience on charity matters. Excellent communication skills. Always goes the extra mile to help and find a solution‘
‘Con Alexander is outstanding‘
‘A can-do approach tempered with ensuring good governance practice. We could not have gotten our charity up and running if we had tried to do it ourselves‘
‘Elizabeth Knight is an outstanding practitioner‘
Key clients
University of Bristol
Soil Association
Diocese of Truro
Harpur Trust
Wallace & Gromit’s Children’s Foundation
Institute of Cancer Research
National Star Foundation
Nuffield Health
Society and College of Radiographers
Malvern Hills Trust
Royal Academy of Music
London Southbank University
St Peter’s Hospice
Bristol Old Vic
James Tudor Foundation
Florence Shute Millennium Trust
Winckworth Sherwood LLP
Winckworth Sherwood LLP acts for the full range of charitable organisations, from educational institutions through to arts, cultural and ecclesiastical bodies, and has advised charities on their involvement in some of the most prestigious recent leisure, arts and cultural projects. The team also has particular expertise in the area of the transformation of public sector services into charitable organisations. Joanna Bussell advises on all aspects of charity law, with particular expertise in the establishment of new charities, including the recruitment, selection and appointment of trustees. Alison Talbot advises on the full spectrum of contentious and non-contentious matters. Aiden Hargreaves-Smith is another key figure who acts for a wide range of private and institutional clients.
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Testimonials
‘Speed of response. Flexibility of approach. Solution focused’
‘Joanna Bussell is supportive, good humoured in challenging times, flexible and pragmatic’
‘The team has significant expertise in dealing with charities and planning strategies to suit the client’s style and approach. The lawyers listen to feedback and respond to concerns or comments. They take time to know the organisations they support‘
‘Alison Talbot and Philip Collins are dedicated experts and really listen to clients. They bring superior knowledge of the charity sector and always find pragmatic solutions to challenges‘
‘Specific and very detailed knowledge that is nationally recognised relating to leisure and cultural charitable trusts‘
‘They stand out for their breath and range of knowledge but more importantly the experience of Joanna Bussell‘
Key clients
Burlington Magazine
The Hepworth Wakefield Garden Trust
Artists’ General Benevolent Institution
Design Research Society
Putney School of Art and Design
The Hepworth Wakefield Garden Trust
Imperial War Museum
Slough Borough Council as Corporate Trustee
Absolutely Leisure
The Golf Foundation
Dame Barbara Stocking (the former chief executive of Oxfam), the former deputy chief executive of Oxfam and former trustees who served on the board between summer 2011 and December 2017
Withers LLP
The team at Withers LLP is jointly led by Alison Paines, who is renowned for her expertise in governance and regulatory matters and for her role in advising healthcare charities, and Chris Priestley, who acts for some of the largest operating charities in the country. The team has considerable sector expertise in education, the arts and sports, and rather uniquely its charities practice includes US attorneys working in London and the US. The team is regularly involved in major cross-border matters and Alana Petraske has particular strength in international philanthropy and structuring. Paul Hewitt leads the firm's work for charities on legacy income and trustee disputes.
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Testimonials
‘The team is able to give clients its immense expertise with a personal touch, collaborating together with the client in a collegial fashion so that you feel you are part of the Withers team yourself’
‘Chris Priestley is a standout lawyer. He is an expert in the field and is able to put clients at ease with his warmth and enthusiasm for the law and the sector’
‘Chris Priestley has great empathy with clients and relishes solving the problems and challenges faced by the sector‘
‘Alison Paines is simply the best charity lawyer I have had the good fortune to work with. She is simply excellent and completely unflappable in a crisis‘
‘The lawyers at Withers are charity law experts, with a good understanding of the practical implications of charity law. Chris Priestly is responsive, pleasant to deal with, and gives top-quality, sensible advice. He can see the bigger picture‘
‘Alison Paines is a class act and the firm is a thoroughly good outfit‘
‘Withers is unique in its global reach and vast bench strength of experts across such a wide range of practices‘
‘Alana Petraske stands out as a global leader in private client philanthropy, helping families establish the most effective philanthropic vehicles/structures and providing nuanced, considered advice. She is an expert in transatlantic philanthropy’
Key clients
British Red Cross Society
The Royal British Legion
Board of Trustees of the Tate Gallery
The Arts Council of England
World Federation of People Management Associations
Founders Pledge
Royal Society
Wrigleys Solicitors LLP
Under the leadership of Malcolm Lynch, the practice at Wrigleys Solicitors LLP has considerable experience of governance matters both nationally and internationally. The team is also well known for its social investment advice and its considerable skill in charity bond issues, community share issues and other matters such as social impact bonds. The group advises numerous corporate foundations on issues of independence, relationships with corporate donors and other matters relating to grant giving and cause-related marketing. The team also acts for a sizeable number of ecclesiastical and faith-based charities, as well as health-based organisations. In addition, Lynch leads a team that advises students' unions and key contact Sylvie Nunn heads a team that advises museums and stately homes.
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Testimonials
‘Sylvie Nunn is very knowledgeable, very committed to the sector and very calm’
Key clients
Youth Futures Foundation
Evangelical Fellowship of Congregational Churches Trust
Corporation Limited
Sisters of the Cross and Passion
Leeds Cares
Sherburn House Charity
Asda Foundation
Allia Limited and Allia Social Impact Investments Limited
Regent’s Park College
Chichester Students’ Union
Lions Clubs International MD105
Work highlights
- Advising the trustees of Leeds Cares on matters such as governance, fundraising, charity property, GDPR and employment.
- Advising the Evangelical Fellowship of Congregational Churches Trust Corporation Limited (EFCC) on general matters, including the appropriate governance structure for churches affiliated to EFCC, bearing in mind historic trusts that were in place.
- Continuing to advise Allia Social Impact Investments Limited, which works with charities to raise finance through the issuing of bonds.
Anthony Collins Solicitors LLP
Dominic Curran heads the department at Anthony Collins Solicitors LLP, which is best known for its assistance to faith-based charities, as well as its international charity work and its advice on the financing of charities. The practice now acts for several ethical lending banks and a growing number of leading national providers of health and social care. John Wearing has been appointed to the Charity Commission’s list of approved interim managers, joining Phil Watts and Sarah Tomlinson (both of whom were appointed as interim managers by the Charity Commission previously). Manchester-based Natalie Barbosa is another eminent member of the team.
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Other key lawyers:
John Wearing; Phil Watts; Sarah Tomlinson; Natalie Barbosa; Edwina Turner; Esther Campsall
Testimonials
‘The team makes every effort to offer its services almost as an extension of our in-house legal team. The advice is focused, integrated and delivered in a prompt fashion. The team shares our core values‘
‘The lawyers go beyond what is asked of them to provide an integrated and efficient service. Esther Campsall stands out for her patient, thorough and good-humoured approach‘
‘The ACS team has expertise and knowledge spanning across a wider range of areas‘
‘If you are dealing with one person, others with specialist knowledge can be brought into discussions quickly, so that an issue can be thoroughly analysed and holistic advice given’
‘The ACS lawyers are genuinely nice people and easy to work with. They are accessible and will have initial discussions over the telephone and then respond quickly confirming their advice‘
‘I have a lot of personal dealings with Edwina Turner, who specialises in charity and trust law, and she is excellent‘
‘The team is made up of knowledgeable and client-focused lawyers, providing excellent services across all matters affecting charities and not-for-profit organisations such as ours‘
‘Dominic Curran is bright, knowledgeable, astute and approachable‘
Key clients
Barnardo’s
Mind
Ada (The National College for Digital Skills)
Charity Commission
Thera Trust
Methodist Church of Great Britain
Scope
The Salvation Army Trustee Company
Birmingham Hippodrome
Work highlights
- Advising Thera Trust on its registration.
- Advising Gideons on a restructure that was resisted by a connected organisation in another jurisdiction.
- Advising on MIND’s largest commercial participation agreement to date with the Co-operative Group.
Blake Morgan LLP
Blake Morgan LLP has offices in a number of locations throughout England and Wales, and as a result is well placed to advise charities, not-for-profit organisations and social enterprises nationally. It advises on a broad array of matters, including charity legacies, safeguarding, healthcare and charity retail under the leadership of legal director Ben Price. The practice also has considerable skill in advising corporate and unincorporated charitable and not-for-profit structures on issues such as mergers, joint ventures, income generation and governance matters.
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Testimonials
‘The Blake Morgan team provides a very personable service while always demonstrating a high degree of professionalism. Sector knowledge is excellent and queries are dealt with very promptly‘
‘Everyone my organisation has worked with at Blake Morgan displays a very grounded approach. They make even the most complex issues as easy as possible to understand if needed‘
‘Diligent and very client focused, empathetic to the client’s desired outcomes‘
‘The team is impressively responsive with replies to emails and calls being provided expeditiously‘
‘The team is completely aware of our own processes and requirements. This means a really smooth transaction process from beginning to end‘
‘Great experience of dealing with charity retail clients and has the knowledge to point out the nuances of particular transactions as relevant to us, so that any requirements/issues can be considered and dealt with ahead of time‘
‘Ben Brice always kept a cool head in the face of challenging behaviours and timescales from the other party, was very supportive and worked late in the evenings and over weekends to meet the imposed timescales where pushing back had not worked. Quality of input and drafting was always very high. I would not hesitate to recommend him’
‘I found Ben Brice to be very thorough and personable. He was able to help us define the precise nature of the legal analysis we needed in order to resolve our issue‘
Key clients
Association for Project Management
British Red Cross
Homeless Oxfordshire
Nekton Foundation
Oxfam
Portsmouth Diocesan Trust
Royal National Institute of Blind People (RNIB)
Royal Naval Benevolent Trust
The Gregg Schools Trust
The Methodist Church
United Bible Societies Association
Universities and Colleges Information Systems Association
University of Chichester (Multi) Academy Trust
Wessex Children’s Hospice Trust
Winchester Housing Trust
Women’s Prize Trust
St John Cymru Wales
Tenovus Cancer Care
Hafal
MacIntyre
Chwarae Teg
Cardiff and Vale College
Royal National Institute for the Blind (RNIB)
United Bible Societies
The National Library of Wales
Wales Council for Voluntary Action
Work highlights
- Advising trustees and former trustees in connection with interviews by and submissions made to the Charity Commission as part of a high-profile statutory inquiry.
- Advising on the charity law implications of the disposal of a series of regulated services, including the properties from which they are operated.
- Providing vital professional regulatory and safeguarding advice to charities working in the care sector, including advising on Court of Protection proceedings, HSE investigations and coroners’ inquests.
Fieldfisher
Fieldfisher is recognised for its particular strength in advising on the recognition of overseas charities in the UK. Graeme Nuttall heads the practice. Neil Palmer, who acts for a number of social enterprises in the health sector, and Penny Wotton are also respected members of the team. Wotton continues to advise various charities on a broad range of issues and has assisted with many charitable projects for broadcasters, major corporations and other entities in the energy sector, as well as sports organisations.
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Testimonials
‘Excellent knowledge base. Caring attitude to clients as individuals. Commitment to getting the best outcome. Truly professional‘
‘The continued commitment and passion from all involved at Fieldfisher to the partnership with our charity is testament to the whole team there. The time, resources and support the lawyers give, along with the ability to evolve and innovate, makes them stand out‘
‘The lawyers have a wide range of expertise to call on so every issue was dealt with professionally‘
‘Penny Wotton has been great – hardworking, efficient, very clear communication and customer focused‘
Key clients
BBC Children in Need
Young Enterprise
Royal Academy of Dance
Sport England
National Deaf Children’s Society (“NDCS”)
Paradigm Norton Holdings Ltd
London Suziki Group (“LSG”)
UK Council of Psychotherapy (“UKCP”)
Prisoners’ Advice Service (PAS)
Stillbirth and Neonatal Death Society (SANDS)
The Computing Technology Industry Association Inc. (CompTIA)
Blond McIndoe Research Foundation (Intellectual Property)
Linux Foundation (Intellectual Property)
Royal Mencap Society (“Mencap”)
Work highlights
- Provided external legal counsel on privacy matters for BBC Children in Need, including strategic advice related to the technology which underpins the annual television appeal.
- Providing legal advice and representation to people with a learning disability and their family members on disputes with social services through the Fieldfisher Mencap: Right to Care clinic.
- Continuing to advise the National Deaf Children’s Society, including successfully supporting over 50 deaf children at the Special Educational Needs and Disability Tribunal.
Forsters LLP
The charities and philanthropy practice at Forsters LLP advises medium and large charities (both grant makers and operational charities), and public sector and commercial clients. It also acts for high-net-worth individuals with an interest in charitable giving and philanthropy and has witnessed increased instructions from primarily US philanthropists. Other growth areas include providing charitable planning advice to landed estates, such as advising on ways to make heritage assets more available for public display. The team has also been active in advising on the restoration of monuments and on the preservation of buildings of architectural significance. Fiona Smith heads the team.
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Harbottle & Lewis LLP
Harbottle & Lewis LLP is well known for its work with corporate foundations and media-related fundraising charities, as well as subsidised arts organisations. David Scott and Colin Howes co-head the team. Scott is highly regarded for his advice to high-profile charities on various issues such as corporate governance, as well as his work with wealthy clients on their personal philanthropy. Howes is also adept at advising charities on a broad range of issues, including corporate governance and compliance matters.
Practice head(s):
Key clients
Screen Academy Foundation
The Talent Fund
Make My Money Matter Limited
Film London
UK Theatre Association
Comic Relief
Dash Arts
Virgin Unite
Opera Holland Park
Regent’s Park Theatre
Work highlights
- Successfully registered the Screen Academy Foundation, a charity supporting the London Screen Academy (a school focused on vocational training in the screen industries).
- Successfully registered the Talent Fund, a grant-making charity with broad charitable objects, raising funds from individuals in the entertainment, sport and creative industries.
- Advised the directors on the incorporation of Make My Money Matter.
Hunters Law LLP
Hunters Law LLP's experienced team acts for a broad range of charities, schools, sports clubs and humanitarian organisations. Other key clients include religious societies, staff associations, trade unions and various not-for-profit organisations. Paul Almy and Dominik Opaliński lead the team, which advises charities on the full array of issues. Opaliński has particular expertise in advising on safeguarding audits and investigations; he also has considerable international experience. Wilfrid Vernor-Miles advises on all aspects of charity formation, regulation and administration.
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Testimonials
‘A forward-thinking firm producing consistently excellent work in the area of international safeguarding, justice and redress schemes, and consistently seeking to provide clients with the best advice built on technical excellence and an awareness of policy and its direction‘
‘Dominik Opaliński is consistently alert, careful and resourceful. He responds to the client’s concerns, circling back to ensure that all tasks are performed’
‘Dominik Opaliński is culturally aware, conducting himself effectively and appropriately when meeting with victims, senior government officials and members of the diplomatic corp. Dominik really understands diversity. A consummate civil society warrior‘
‘This firm earns considerable loyalty from its clients. Though small in size it punches above its weight. Paul Almy is very effective with clients – he is sensitive, with sound instincts and good contacts’
‘Dominik Opaliński is highly enthusiastic and hardworking, always willing to go the extra mile for his clients’
‘Dominik Opaliński has enormous energy, enthusiasm and calm client-handling skills. Wilfrid Vernor-Miles is another member of this firm whose knowledge of and connections within the charity sector are second to none’
‘Paul Almy stands out as especially well versed and experienced in all aspects of charity property, as well as the trust arrangements which may be relevant to these transactions‘
Bristows LLP
Mark Hawes leads the team at Bristows LLP, which is best known for its expertise in advising charities that have been established by Royal Charter. It has a particular specialism in advising charities in the fields of science, technology and engineering, and is also rapidly building a reputation for its work with medical research charities and arts and cultural organisations. Many of its clients operate internationally. Robert Bond is recommended for his advice to charities on a range of complex data protection matters.
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Testimonials
‘There is a remarkable sense of joint commitment and determination to give a Rolls-Royce service. The whole team is impressive‘
‘Mark Hawes is outstanding in his grasp of both broad strategy and attention to fine detail. His excellent pro bono work is a great asset to society‘
Key clients
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)
University College London
Save the Elephants
British Academy
York University (Canada)
Girl Effect
South West Grid for Learning
Alzheimer’s Research UK
Genomics England Limited
Electrical Safety First
Movember
Plan International UK
Remembered
PRI Association (United Nations-backed)
Work highlights
- Advised the Girl Effect GC on employment matters including compliance with collective redundancy consultation, communications, redundancy dismissals and voluntary redundancy schemes.
- Advised Alzheimer’s Research UK on compliance with the GDPR and on putting in place suitable data-processing agreements with third-party vendors.
- Advised the Imperial War Museum in relation to a number of different aspects of its digital transformation programme.
Druces LLP
The charities group at Druces LLP has specialisms in key areas such as taxation, employment, corporate, property and litigation. The team led by Richard Monkcom has developed a particular strength in advising on constitutional matters, commercial and publishing agreements, and taxation issues affecting the not-for-profit sector. The group acts for more than 60 charities in a variety of sectors including animal, medical, religious and educational organisations. Helen Freely is noted for advising newly established charities.
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Testimonials
‘Druces has a strong team of partners dealing with charities. Whether a large or small charity you will get a caring and personal service’
‘Roy Campbell is as safe a pair of hands as you could hope for in any charitable matter – he is emotionally sound and his judgement can be relied on’
‘Richard Monkton is the technician who knows charity law inside out and is often used as a reference point for difficult legal or technical matters‘
‘Richard Monkcom is highly respected and immensely conscientious in advising and generally looking after his clients, even where this involves giving them unwelcome news. He is very diplomatic and persuasive‘
‘Attention to detail and personal investment in finding solutions. Pragmatic as well as legally accurate advice‘
‘The lawyers are incredibly efficient, knowledgeable in their area, capable, understanding and very personable‘
‘Helen Freely is an excellent solicitor: she is efficient, easy to approach and work with, and highly skilled‘
‘In my experience the team is knowledgeable about charity law, dedicated and practical, with a wide and varied client base. I have worked regularly with Richard Monkcom, who has a wealth of knowledge and experience, good instincts and a practical mindset‘
‘Caroline Cropley and Helen Freely are practical and sensible’
Pothecary Witham Weld Solicitors
Pothecary Witham Weld Solicitors has a strong and growing practice advising faith-based organisations, including various Muslim charities. It also advises on a range of charitable activities in the arts, music, education and cultural sectors, in addition to the medical research and mental health arenas. Team head Gerald Kidd has expertise in advising religious bodies and also acts as a trustee for prominent grant-giving charities and a pension fund. Alexa Beale specialises in advising religious charities on complex property matters. Associate Christopher Perkins also focuses on property issues.
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Testimonials
‘What I think makes PWW unique is that it is a small firm but has highly specialist knowledge, which enables it to compete with the larger firms that specialise in this extremely niche area and still offer extremely competitive fees. Gerald Kidd is extremely knowledgeable but also gives succinct, practical, no-nonsense advice whilst maintaining a good bedside manner‘
‘Gerald Kidd has seen and done it all and is dedicated to his clients, who are equally devoted to him. Alexa Beale unflappably fronts the property and litigation side of the practice. She is so valuable to her clients because she knows exactly what she is doing: she has a deep understanding of charity and property law, as well as a sensitive approach which her clients hugely appreciate‘
‘The team is very knowledgeable in relation to the charity sector and capital development for the purposes of acquisition and secured lending. Other firms also provide this range of services, but not to the extent that PWW does, nor to the level of personal experience it offers. We work with Chris Perkins mainly and he is very efficient, approachable and knowledgeable’
‘Chris Perkins is meticulous and pays great attention to detail. Michele Price is a consummate professional‘
‘Gerald Kidd is generally readily available. He is prompt in responding to emails. The matters raised are dealt with. He is often available by phone, or calls back at the earliest opportunity‘
‘Alexa Beale and Christopher Perkins are really on top of the issues‘
‘The firm’s commitment to its clients is absolutely amazing‘
‘Clear, responsive and comprehensive. Pothecary Witham Weld frequently anticipates your questions’
Key clients
Food Foundation
Reforest Africa
Work highlights
- Advising Food Foundation on the conversion of a community interest company into a charitable incorporated organisation.
- Representing a religious order in a sexual abuse claim and police investigation.
- Advising a charity supporting young people on the acquisition, financing and option agreement for £1m+ property.
Trowers & Hamlins LLP
Trowers & Hamlins LLP acts for many major charitable funds and the practice has a particular focus on charities that raise funds from contracts or from charging the beneficiaries of their services. It advises charity clients on a whole host of issues, such as commercial property, corporate, tax, construction, employment and pensions matters. The group is also well versed in advising on regulatory matters such as registration with the Charity Commission, CQC and the Regulator of Social Housing. Ian Davis heads the team.
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Testimonials
‘The lawyers are at the top of their game. They understand the client and its requirements, they are always there when you need them and they deliver results every single time. You want Emma Burrows on your side‘
‘I noticed above all the professionalism and the sincerity which the lawyers had in abundance. An excellent company‘
Key clients
Swimming Teachers Association
Royal Masonic Benevolent Institution Care
Avenues Trust Group
Phoenix Futures
Dimensions UK
Action On Hearing Loss, National Autistic Society, Livability, Phoenix Futures, The Associated Board of the Royal Schools of Music, Strawberry Hill House Trust
Museum of London
Woolwich Creative District Trust
Crossways Community/Mental Health Residential
Joseph Rowntree Foundation
SCOPE
Sri Guru Singh Sabha Southall
St Mungos
Together for Mental Wellbeing
Dorset County Museum
Severn Rivers Trust
Shri Guru Ravidass Temple (Wolverhampton)
LBTQ Women
Rhema Church London
Island Health Trust
Work highlights
- Advising on the Joseph Rowntree Foundation’s incorporation, which followed a unique process since the existing structure involves a corporate body of trustees and a 200-year-old trust deed.
- Acting as exclusive legal partner to Dimensions, advising on matters such as a recent claim that went to trial which resulted in a transfer of 1,100 staff under TUPE.
- Appointed as interim manager to Island Health Trust to consider claims against the former trustees for breach of duty, arising from the grant of a consultancy contact to its former chair of trustee.
Womble Bond Dickinson (UK) LLP
Womble Bond Dickinson (UK) LLP is well placed to assist its clients both nationally through its various offices in the UK and internationally through its US links. Core strengths include advising on regulatory and governance matters, mergers, hive offs, fundraising and complex trust issues. The team's key expertise lies in the education, health and care sectors, and the group continues to be active in advising religious charities, including Roman Catholic and Jewish community organisations. Jo Coleman and Emma Moody are among the names to note.
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Testimonials
‘An efficient, caring, well-qualified team. The lawyers are able to deal with all aspects of our charity. I recommend them highly, particularly Emma Moody‘
‘The team is extremely knowledgeable about the charity sector and offers practical and pragmatic advice‘
‘Jo Coleman is a fountain of knowledge and practical advice‘
Key clients
RNLI
Which? / Consumers’ Association
BBC Children in Need
Charity Commission appointed interim manager for Ampleforth Abbey Trust and St Laurence Education Trust
Humankind Charity
Newcastle City Council
Katie Piper Foundation
The Academy of Medical Sciences
Daughters of Charity of St Vincent de Paul Charitable Trust
The Jewish Leadership Council
Royal College of Pathologists
NCFE
Work highlights
- Advising the Consumers’ Association, the charitable parent of Which?, on a substantial governance review.
- Carried out an audit for BBC Children in Need (the charity) and Children in Need Limited (the trading subsidiary) of the processes, procedures and documentation that both entities have in place.
- Supported the Katie Piper Foundation with putting in place partnership agreements with Fairfield Independent Hospital and a number of specialist subcontractors to deliver a treatment pathway.
Ashfords LLP
Ashfords LLP has a strong charity offering that advises clients on a myriad of issues, from health and safety matters through to property law, employment and reputational management issues. John Toth, who specialises in non-contentious charity law, advising on charity regulation and governance issues, is the joint head of the team. Team co-head Kerry Morgan-Gould advises household-name charities on various contentious legacy matters such as disputed wills.
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Testimonials
‘Ashfords has an almost unparalleled understanding of the needs of charity clients. By getting to learn the culture of their client, the lawyers can gear their legal advice accordingly. Their flexibility and transparency on fees is highly commendable‘
‘Robert Horsey is an ebullient and highly personable partner, extremely experienced in the ways of the legal world, and with tremendous commercial nous‘
‘Kerry Morgan-Gould is exceptional, knowledgeable, efficient and very responsive to clients’ needs‘
‘Kerry Morgan-Gould stands out as providing pragmatic, cool-headed and effective solutions for charities where legacies are contested. She always listens carefully to her clients‘
‘Kerry Morgan-Gould exudes a calm wisdom and an imperturbable manner‘
‘Barny Croft is approachable, sensible and responsive and always gives excellent advice. I always feel comfortable passing cases to Barney, in the full knowledge that he and his team will consider matters sensibly and expeditiously‘
‘Barny Croft is the nicest lawyer I have ever worked with, as well as being extremely effective‘
‘They stand out for the strength in depth of both the contentious and non-contentious teams. Barney Croft has many years experience in the charity legacy sector and is well known and respected for his expertise‘
Work highlights
- Advised a national charity on a challenge to the validity of a will on the basis of forgery.
- Advised several national charities regarding a claim for rectification of a will.
- Instructed by several national charities to defend a claim under the Inheritance (Provision for Family and Dependants) Act 1975.
Boodle Hatfield LLP
Boodle Hatfield LLP has been active advising on new charitable initiatives both for existing charities and for high-net-worth individuals. Work for corporate clients and family offices included advising on structuring their philanthropic activities, establishing new charities and acting as trustees for these charities. The team led by Andrea Zavos is also increasingly busy advising on alternative not-for-profit structures. Eleanor Sepanski is known for her advice on governance issues, philanthropy and CSR matters for companies.
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Testimonials
‘Excellent technical knowledge and able to provide innovative solutions. Practical and always helpful. Eleanor Sepanski stands out’
Edwin Coe LLP
Edwin Coe LLP is increasingly active in advising philanthropists on a range of cross-border tax and trust matters, drawing on the strength of its private client offering. Practice head David Goepel acts for a wide variety of charitable and not-for-profit clients, including UK charities, wealthy individuals and families, and overseas charities seeking to establish a UK base. Alison Broadberry is another name to note for her extensive experience of tax and estate planning matters.
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Testimonials
‘The team spends time getting to know our business and is able to quickly understand and represent us in the necessary conversations‘
Key clients
The Lion Youth Club
Theatre Royal Haymarket
AIMS
Samuel’s Charity
Sant Zora Singh Lopon Charitable Trust
Salvation Army International Trustee Company
Eversheds Sutherland (International) LLP
Eversheds Sutherland (International) LLP acts for a broad range of charity clients, with particular experience in the education, research, health, regeneration, mental health and grant-giving sectors. The team assists with a wide spectrum of charity law matters, including governance, compliance, mergers, commercial, fundraising, campaigning and regulatory issues. It has also been receiving a steady flow of new instructions in relation to setting up corporate foundations. Glynne Stanfield, Paul Pugh and experienced legal director Stephen O’Reilly are the names to note.
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Testimonials
‘Eversheds offers strength across the full breadth of our organisation’s needs. We use other firms for specific areas and it is refreshing not to be relentlessly cross sold into those areas. Instead, Glynne Stansfield 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.’
‘Glynne Stansfield is an exceptional client partner referring us promptly to colleagues we can feel comfortable working with – a facilitator not a hurdle.’
Key clients
Turning Point
UK Centre for Ecology & Hydrology
National Oceanography Centre
Derby and Burton Hospitals Charity
University for the Creative Arts
Further Education Trust for Leadership
Royal Society of Chemistry
Institute of Physics
Medical Research Council
South Downs National Park Trust
Herbert Smith Freehills LLP
Herbert Smith Freehills LLP frequently advises charities, NGOs, foundations, social enterprises and multinational corporate clients on their charitable and philanthropic activities. Its work spans a range of practice areas, including tax, data protection and trusts. Under the guidance of the highly regarded Richard Norridge, the team has been advising both local and international charities and foundations on their governance, structures and social investments. 'Committed' senior associate Rebecca Perlman is also recommended.
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Testimonials
‘Rebecca Perlman shows true commitment to providing a stellar service to clients, with advice that is commercial, practical and technically excellent‘
‘Highly organised and motivated. Real team work takes place within the offices globally‘
‘We are extremely grateful to Silke Goldberg from the London office‘
‘HSF has a dedicated practice with depth, up-to-date knowledge of sustainable finance regulations and first-rate lawyering skills‘
‘Rebecca Perlman stands out. She is committed, with up-to-date knowledge on sustainable finance and corporate reporting and top-notch lawyering skills. Rebecca has done a superb job of coordinating and bringing in different areas of expertise‘
‘It is the most generous and obliging team. The advice is exceptionally quick even though we’re largely a pro bono client. Shout out to Rebecca Perlman‘
‘Richard Norridge is bright, responsive, easy to work with, and has excellent legal skills‘
‘It was like a miracle to accomplish our investment round under these unprecedented conditions. We sincerely could not have achieved this without HSF’s expertise and support‘
Key clients
Steel Warriors (CIO 1175317)
Liberty, Child Poverty Action Group and Public Law
Project
UN Refugee Agency
Good Lad Initiative
AIRE
Médecins Sans Frontières
The Lumos Foundation
NSPCC
Local Welcome
The Big Issue Group
The Nesta Foundation
Beam
Lee Bolton Monier-Williams
Lee Bolton Monier-Williams' diverse client base includes unincorporated bodies, corporate clients, registered and unregistered charities, exempt charities and Royal Charter bodies. Recently, it has expanded its client list to include Muslim charities and international aid organisations. Howard Dellar heads the ecclesiastical, education and charity department and acts for numerous charitable companies, maintained schools and Church of England diocesan boards of education and finance. Khalid Sofi is recognised for his work with charities linked to the Muslim, Sikh, Hindu and Buddhist communities.
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Testimonials
‘The team is always professional, friendly and extremely helpful‘
‘The lawyers are experts in their field and they provide comprehensive advice. They have good communication skills and quick response times along with availability‘
‘Its commitment to customer service and the need for timely and sometimes robust advice is highly valued‘
‘We find the team to be extremely knowledgeable in the area of charity work’
‘Jane Grenfell has recent experience in the Charity Commission so is able to give particularly clear and nuanced advice‘
‘We are highly appreciative of and admire the work of Khalid Sofi and his team as they give very practical advice‘
‘We work closely with Khalid Sofi, who provides commercial and practical advice about operating and setting up charities‘
‘Howard Deller has been constantly available and directly accessible to me, providing timely and appropriate advice. Jane Grenfell has unparalleled knowledge of the sector and the Charity Commission‘
Key clients
The Ozanne Foundation
Bishopsland Educational Trust
Syria Relief
Muslim Charity
Orthopaedic Research & Education Foundation
Islamic Community Milli Gorush (ICMG)
The Adolescent & Childcare Trust (TACT)
Archbishop of Canterbury’s Charitable Foundation
The Weald Foundation
Work highlights
- Advised the trustees of Syria Relief on simplifying its legal structure, converting the charity to a charitable incorporated organisation from an unincorporated trust with corporate trustees.
- Representing an educational trust in judicial review proceedings, challenging the view taken by the Secretary of State that all profits generated by a trading company of a charity that take place on publicly funded land of which the freehold is owned by the charity are to be treated as public funds.
- Advised The Adolescent & Childcare Trust on an asset transfer dealing with a lease, IP, computer systems and the TUPE transfer of employees and the transfer of existing local authority contracts.
Macfarlanes LLP
The key members of the team at Macfarlanes LLP are well-regarded private client practitioners Jonathan Conder and Nicholas Harries, who have a wealth of experience in advising philanthropic individuals, families and institutional clients, in addition to well-known operational charities. The team is particularly active in charitable sectors such as education, healthcare and sustainable development. The group is well placed to handle complex deals that require both charity law advice and expertise in other practice areas, including commercial and real estate law.
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Mills & Reeve LLP
Mills & Reeve LLP acts for a range of health, sport and religious charities, and also has considerable expertise in advising education and research organisations and livery companies. In addition, the team has vast experience of advising on philanthropy and legacy matters. The national team under the leadership of Neil Burton has advised some of the biggest names in social finance, as well as government departments, and has assisted clients with raising funds through bonds, crowdfunding and innovative investment models.
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Testimonials
‘The lawyers act like they’re part of our organisation rather than an external adviser. The service is personal and understanding of the situation. They have an excellent appreciation of Charity Commission expectations‘
‘Neil Burton is extremely personable and willing to help no matter what the time or circumstances. He quickly understands issues and provides advice based not just on the specific circumstances but in the context of understanding the organisation as a whole‘
Key clients
Children’s Investment Fund Foundation (CIFF)
British Council
Henry Smith Charity
Alan Turing Institute
Nesta
The Institution of Engineering and Technology
Wellcome Sanger
Charity Bank
Science Museum
Francis Crick Institute
Work highlights
- Advising the Children’s Investment Fund Foundation on a variety of charity, regulatory, commercial and dispute-related matters.
- Acting for Nesta Arts and Culture Impact Fund on a range of charity sector projects.
- Acting for The Henry Smith Charity on a range of governance and charity matters.
Penningtons Manches Cooper LLP
Penningtons Manches Cooper LLP advises a diverse range of clients, including educational institutions and training providers, public service and membership organisations, and ecclesiastical and faith-based organisations, as well as private individuals and philanthropic bodies. The team’s expertise spans constitutional and governance advice through to serious incident reporting and safeguarding issues. Other strengths lie in advising on data protection and complex legacy disputes. Henrietta Mason heads the team, which also includes Daff Richardson, who predominantly acts for higher education institutions.
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Key clients
The Diocese of Westminster
St Peter’s College, Oxford
The Chartered Institute of Plumbing and Heating
Engineering
Marine Stewardship Council
The Oratory Schools Association
The Police Federation of England and Wales
Wellington College
Shrewsbury House School Trust
CABI
City and Guilds of London
Institute of Leadership and Management
Work highlights
- Advising three national cause charities on a cross-border probate dispute to establish the beneficiaries of a Spanish domiciliary’s estate.
- Advising St Peter’s College, Oxford, on the acquisition of strategic sites adjacent to the college in the city centre for the planned development of student accommodation facilities.
- Provided comprehensive advice to the Chartered Institute of Plumbing and Heating and its members on the legal aspects of a deal or no-deal Brexit.