Next Generation Partners

Charities and not-for-profit in South West

Stone King LLP

Stone King LLP fields a team renowned for representing a prestigious array of charities in regulatory and contentious legacy affairs, with particular expertise extending to faith charities and Almshouses in addition to third sector clients active in education. Tim Rutherford is regularly sought after by Roman Catholic religious orders and Diocese clients, while Alexandra Steffensen also acts for faith charities alongside corporate foundations, independent schools and museums. Governance and constitutional matters form part of Alexandra Weatherdon‘s advisory portfolio.

Practice head(s):

Tim Rutherford


Other key lawyers:

Alexandra Steffensen; Dan Harris; Luke Watson; Alexandra Weatherdon; Alice O’Mahony


Key clients

Canal & River Trust


The Society of Jesus


The Institute of Our Lady of Mercy


The Community of Glorious Ascension


The National Trust


Skanda Vale Hospice


St John’s Foundation Est. 1154


St John’s Hospital


Casa Stella


Alliance for Lawyers at Risk


Sisters Hospitallers of the Sacred Heart of Jesus


Carmelite Provincial Fund


Friends of St David’s Cathedral


Work highlights


  • Advising the Canal & River Trust on the arrangements to formalise and document the regime for common navigation boat safety standards applying across all inland waterways and to operate a training and certification service.
  • Advising the Society of Jesus on the incorporation of a large 1929 charitable trust established to advance the religious and charitable work of the Society and rationalising a vast range of charities connected to the Society.
  • Advising St John’s Foundation on the issue of the keeping of pets in its almshouses, and devising of a suitable policy, taking account of the various regulatory regimes, including under the Equality Act 2010.

VWV

With a diverse charity portfolio, VWV is active across a broad range of sectors with a specific focus on third sector clients operating in healthcare, arts and education. The firm also assists public sector bodies and universities on their charity law needs, and fields expertise in matters such as governance, regulatory compliance, constructions, and fundraising. Con Alexander helms the Bristol-based practice and counts transactions, restructuring and tax matters amongst his area of expertise. Faith organisations regularly turn to Laura Chesham, while Rachel Tonkin was promoted to partner in July 2023 and is particularly active advising charitable universities.

Practice head(s):

Con Alexander


Other key lawyers:

Laura Chesham; Rachel Tonkin; Andrew Wherrett


Testimonials

‘VWV has a strong charity practice, working with a large number of large and high-profile charities in the region. Their depth of experience in the charity sector is valuable.’

‘I have worked closely with Con Alexander on several projects. He has an excellent approach to solving complex issues in the charity sector which he is able to articulate to clients in a way that they can understand.’

‘I have worked periodically with Con Alexander and Rachel Tonkin and they are always responsive and offer detailed but pragmatic advice. They understand a client’s need to balance legal compliance with practical matters, and have also supported the process to navigate issues through our governance processes.’

Key clients

Parish Giving Scheme


Benefact Trust Limited


University of Bristol


Truro Diocesan Board of Finance


Gloucester Diocesan Board of Finance


The Donkey Sanctuary


Shaw Trust


Institute of Cancer Research


Society and College of Radiographers


Bristol & Old Vic & Theatre Royal Trust


Bristol Old Vic Theatre School


Soil Association


Work highlights


  • Advised Parish Giving Scheme on its merger with Church of England Central Services (part of the National Church Institutions).
  • Advised the University of Bristol in relation to the Government’s £225m investment to create a new Artificial Intelligence Research Resource hosted by the University.
  • Advised a top 100 charity operating internationally on the development of a major giving protocol and suite of template gift agreements to document major gifts.

Wilsons

Noted as housing a ‘superb team’ which is involved in ‘some of the most high-profile cases’, Wilsons excels in dispute work within the charity sector. The firm counts a number of the largest national charities amongst its portfolio, whom it advises in contentious trust and probate matters as well as in trustee dispute cases. Charlotte Watts, who is hailed as an ‘excellent lawyer and a very tough litigator’, leads the Salisbury-based practice. Peter Jeffreys is another key name to note within the team who specialises in charity legacy issues, as is ‘standout litigator’ James Aspden.

Practice head(s):

Charlotte Watts


Other key lawyers:

Peter Jeffreys; James Aspden; Debbie Ashenhurst


Testimonials

‘Superb team with a practice which competes with the top London firms. They have been involved in some of the most high-profile cases in this area in recent years.’

‘James Aspden is an excellent lawyer with a great deal of experience. He is excellent with clients and fights very hard for them while also knowing when to settle.’

‘Charlotte Watts is also an excellent lawyer and a very tough litigator.’

‘Wilsons has a well-deserved reputation for disputes involving charities. They combine commercial acumen with deep subject-matter expertise.’

‘Partner James Aspden is a standout litigator who any charity trustee would be lucky to have in their corner.’

‘Wilsons have the strongest charities client base in the country and regularly act for well-known charities in trusts and estate litigation. They are uniquely placed in the market both in terms of experience and expertise.’

‘James Aspden is brilliant – academically-minded, but all across the detail.’

‘Head and shoulders above the pack in understanding the needs of charities in both financial and PR terms. Advice is clear, concise and reflects the needs of the client.’

Key clients

RNLI


RSPCA


Macmillan Cancer Support


PDSA


Guide Dogs


Shelter


RNIB


Royal British Legion


St Christopher’s Hospice


British Heart Foundation


Work highlights


Foot Anstey

Foot Anstey‘s practice provides support to charities in relation to property, contentious trust and probates, as well as employment and immigration. ‘Innovative and enthusiastic partner and team leader’ Lucy Gill heads up the practice and also leads the firm’s legacies team. Commercial matters for the third sector are handled by Alexandra Hammond, while Andrew Mackie focuses on charity law and governance. Emma Facey is another key member dealing with legacies, where she is often called upon to support clients in will and trust disputes.

Practice head(s):

Lucy Gill


Other key lawyers:

Andrew Mackie; Emma Facey; Alexandra Hammond; Anna Phillips


Testimonials

‘A champion for charities in legacy administration, our charity has been indebted to Foot Anstey for all the assistance they have provided. They have stuck with us through tough times and have continued to support us – without them we could not have coped with the incoming work. They used flexibility and patience to navigate tricky situations.’

‘Emma Facey has been integral to the entire process, and acts as our port of call. She has run the operation.’

‘Andrew Mackie provides exceptional advice. He is legally thorough but never loses sight of the practical issues at play. His pragmatic advice has been especially valuable over the last year.’

‘Lucy Gill has grown a significant team of specialists drawn from legal and charity backgrounds and fully understands the unique requirements and considerations of charity clients. This enables her team to quickly engage and take a proactive approach.’

‘I really do feel comforted to have Lucy Gill’s team on my side. Lucy is innovative and uses technology to engage on a unique level with clients.’

‘Lucy Gill is an innovative and enthusiastic partner and team leader who definitely has her finger on the charity sector’s pulse. With a team including solicitors and consultants with backgrounds in the charity sector, the team has grown to offer a unique and comprehensive range of services to charity clients like no other I have come across, a one-stop shop with range and expertise.’

‘Emma Facey is hugely supportive and has Lucy Gill’s charity insight into charities, contentious issues and legacy administration. She is passionate about charities.’

‘Anna Phillips’ knowledge of all things property-related for charities is amazing and she is a very safe pair of hands, whatever the type of property and issue.’

Key clients

The Salvation Army


National Trust


The RSPB


Age UK


Freedom from Torture


British Heart Foundation


Great Ormond Street Hospital


The Blue Cross


Save the Children


Royal Shakespeare Company


Scope


Hampshire Isle of Wight Air Ambulance


The Donkey Sanctuary


RNID


St Peter’s Hospice


Ashfords LLP

Situated within the firm’s disputed wills and trusts team, Ashfords LLP‘s practice covers charity litigation and legacy disputes as well as non-contentious matters such as governance, compliance and real estate. Head of private wealth Michael Alden jointly helms the charities team together with two other key partners: Kerry Morgan-Gould, who also leads the firm’s contentious charities group, as well as head of disputed wills and trusts Robert Horsey. Disputes within the third sector are also a core part of Barny Croft‘s advisory portfolio.

Practice head(s):

Michael Alden; Kerry Morgan-Gould; Robert Horsey


Other key lawyers:

Barny Croft


Testimonials

‘The team at Ashfords are great when explaining things to us non-legal folk, they go through things in terms we can understand, and offer advice based on our needs and legal obligations.’

‘Kerry Morgan-Gould is a partner who is hugely experienced in this area.’

‘Ashfords excels at responding quickly to all new instructions and providing sound, pragmatic legal advice to charity clients at competitive rates.’

‘Kerry Morgan-Gould consistently provides excellent and well-reasoned advice to charities. She always keeps an eye on the PR sensitivities of litigation for charity clients, and she knows how to obtain the right result without undue antagonism of the other party. She impresses every single time with her calm and clear-sighted approach.’

‘Kerry Morgan-Gould is adept at getting straight to the heart of the issue and taking action, which makes her stand out in this field.’

‘Ashfords dealt with our charity matter in a timely fashion and provided regular updates.’

‘Kerry Morgan-Gould dealt with our charities matter, and gave us very good advice in a cost-efficient way.’

‘A top firm in the South West with genuine specialism in this area.’

Key clients

Age UK Hertfordshire


The Royal Parks Limited


 


Work highlights


  • Defending eight national charities against a claim by the testator’s surviving spouse for reasonable financial provision.
  • Representing a national charity in a legacy dispute regarding the removal of a disbarred solicitor as executor and consequential recovery action of estate monies.
  • Advising The Royal Parks Limited in connection with the London New Year’s Eve Celebrations for 2023/2024.

Charles Russell Speechlys LLP

Charles Russell Speechlys LLP's South West offering works in collaboration with the firm’s national offices to advise charity and not-for-profit clients on the full gamut of matters including governance, real estate, and employment. A trio of practitioners leads the team form Cheltenham: Christopher Page advises third sector clients on family, estate, and succession planning, Julia Cox specialises in personal tax and trust, and Ian Brothwood also heads the firm’s strategic land team. Penelope Byatt is noted for her expertise in constitutional and governance matters alongside handling incorporations and mergers for charities.

Practice head(s):

Christopher Page; Julia Cox; Ian Brothwood


Other key lawyers:

Penelope Byatt


Testimonials

‘This practice offers considered, pragmatic advice, is good at the detail and does it all in a timely fashion.’

‘Penelope Byatt stands out because she has such an in-depth understanding of the charity sector, and can immediately see the key issues.’

‘What makes this team so strong is their client care; they are proactive, engaged and available.’

‘Penelope Byatt’s attendance and advice is consistently first-class.’

‘As our particular problem was not simple and straightforward it was necessary to have our hand held and for us to be guided in a simplistic way. Our particular legal executive was very gentle and understanding, guiding us so that we did not put a foot wrong.’

DAC Beachcroft LLP

Praised for its provision of ‘excellent practical advice on a complex area of law’, DAC Beachcroft LLP is a popular choice for charities acting in the health and social care and education sectors as well as those in need of public law support. Aside from its pure charity law expertise, the practice also offers clients advice on areas such as competition, corporate transactions, and data protection. Practice head Emma-Jane Dalley fields a diverse advisory portfolio that includes tax, governance, and fundraising matters.

Practice head(s):

Emma-Jane Dalley


Other key lawyers:

Anne-Marie Gregory; Corinne Slingo


Testimonials

‘Excellent practical advice on a complex area of law.’

‘I have been really impressed by the way Emma-Jane Dalley has got to know our organisation in order to make the advice and support bespoke to our needs. It has felt like a collaborative process and beyond that, it has felt like she cared about us and about doing the very best for us.’

‘Emma-Jane Dalley understands the intricacies of charity law and is able to guide clients to positive outcomes.’

Key clients

Nuffield Health


Greensleeves Homes Trust


Helpforce


Children’s Trust


Disabilities Trust (now known as BrainKind)


St Anne’s Community Services


Newcastle University


Methodist Homes (MHA)


United Response


ESCP Business School (European Business School)


Royal College of Physicians


Royal College of Nursing


The Adolescent and Children’s Trust (TACT)


Department for Education (in relation to its relationship with charitable providers, Academies and Multi-Academy Trusts)


Hospital of St John and St Elizabeth


National Academy for Social Prescribing


The Healthcare Management Trust


Chartered Institute of Building


NHS England


Ellen MacArthur Foundation


Employer’s Network for Equality and Inclusion


Royal College of Paediatrics and Child Health


Nursing and Midwifery Council


The Trinity Challenge


Novalis Trust


Royal College of Occupational Therapists


Girls Day School Trust


Sustainable Hospitality Alliance


Home Group


Northern Star Academy Trust


Inflammatory Bowel Disease Registry


Primary Care Diabetes Society


Case Management Society UK


Royal Osteoporosis Society


Salisbury District Hospital Charitable Fund


Solent NHS Charity


University Hospitals Dorset NHS Charity


University of Manchester Students’ Union


Northumbria University


Sunderland University


Teesside University


Barnsley College


Durham University


Zurich Community Foundation


Young Life


Southampton Hospitals Charity


Genomics England in relation to the Rare Therapies Launchpad


Devon and Cornwall Autistic Community Trust Limited


Chartered Institute of Taxation


Royal College of Osteopaths


University College of Estate Management (UCEM)


Haven House Foundation (Haven House Hospice)


Roedean School


The World Federation of Khoja Shia Ithna-Asheri Muslim Communities


Marine Stewardship Council


King’s School Macclesfield


Work highlights


  • Advised Brainkind (formerly the Disabilities Trust) on all legal aspects of its acquisition of three neurological care services operated by Sue Ryder supporting on corporate, charity, tax, employment, pensions, healthcare regulatory, commercial, intellectual property, data, property and construction issues.
  • Successfully defended the current charity trustees of the World Federation in and charity law proceedings brought by a member of the community relating to the alleged unlawful election of the current President of the World Federation and alleged financial irregularities, culminating in a 10 day trial in the Chancery Division.
  • Advised The Royal College of Physicians of London, on a number of charity governance issues including: providing training to its board of trustees, advising on its Royal Charter and Bye-laws, changes to internal committee structures and its endowed and restricted funds.

Michelmores LLP

With particular expertise in matters spanning Cornwall, Exeter and Bristol, Michelmores LLP handles a broad range of work for national charities including legacy disputes, charity creation issues, regulatory work and commercial matters. Edward Porter leads the practice’s non-contentious work, and Tony Cockayne is the key contact for contentious work.

Practice head(s):

Edward Porter


Other key lawyers:

Tony Cockayne; Nerys Thomas; Victoria Miller


Tozers Solicitors LLP

Tozers Solicitors LLP fields a vibrant charity practice that is popular with both regional and national charities who turn to the firm for assistance with a vast range of issues including those relating to charity law, dispute resolution, contested probate, and property. James Evans helms the group and has longstanding experience in this sector; he advises on matters such as constitutional issues, transactions and mergers, and funding. Charity governance constitutes a particular area of expertise for Amy Laver. Commercial litigator Martin Laver and property-related specialist Vernon Clarke are further key contacts in the practice.

Practice head(s):

James Evans


Other key lawyers:

Vernon Clarke; Stephen Jennings; Amy Laver; Martin Laver


Testimonials

‘We were very fortunate to have had Tozers recommended to us and have enjoyed exemplary service from them from start to finish.’

‘James Evans provided a great service and helped me immensely with the big piece of work we were engaged with.’

‘I have found, and continue to find James Evans most helpful and knowledgeable not only of the charity law but also his empathy with the work of charities and not-for-profit organisations.’

‘While James Evans’ advice is always clear he does explore options for discussion with clients.’

‘James Evans is kind with his time and thoughts on queries re charity guidance and laws.’

‘The team has a good understanding of our charity. If our main contact is away there is always someone on hand that understands our needs and can advise us.’

‘The team at Tozers are responsive and clear in their communication with our charity.’

‘Tozers Solicitors continue to provide an almost instant bespoke service for our charity, offering sound and relevant advice as and when required.’

Key clients

South West Lakes Trust


Devon Wildlife Trust


Gloucestershire Wildlife Trust


Rowcroft House Foundation Ltd (Rowcroft Hospice)


The Dorset and Somerset Air Ambulance Charity


Hospiscare


Plymouth Marine Laboratory


Buckfast Abbey


Devon County Agricultural Association


Gloucestershire Constabulary Benevolent Fund


South Devon Railway


Devon Mind


Exeter Royal Academy for Deaf Education (The Deaf Academy)


InFocus Charity


Work highlights


  • Advised The Dorset and Somerset Air Ambulance Charity throughout the process of adopting completely revised and updated articles, including advising on the drafting of the new articles, applying for and successfully obtaining the required Charity Commission consents to alterations.
  • Acted for the client which operates a number of care home facilities in two separate charity mergers, both involving other independent care home charities operating under the same brand.
  • Advised South Devon Railway on its recently launched community share offer which is hoped will raise up to £3m in order to fund various significant capital projects.

Burges Salmon LLP

Burges Salmon LLP fields a practice experienced in pure charity law as well as in advising third sector clients on employment, tax, and corporate matters. Catherine De Maid leads the team and is well-versed across estate planning, trust and international tax-related matters, acting for charitable organisations and family foundations, amongst others. The group is also noted for its extensive expertise at the cross-section with property, where Ross Simpson is the lead partner.

Practice head(s):

Catherine de Maid


Other key lawyers:

Ross Simpson


Stephens Scown LLP

Stephens Scown LLP remains a popular outfit for charities active across a number of sectors including housing, education, and healthcare. Led by Laurie Trounce, the team’s advisory portfolio extends to merger and restructuring projects, fundraising, and governance issues. Olivia Miller is another key member in the team acting on matters pertaining to trustee disputes, governance, and charity law compliance.

Practice head(s):

Laurie Trounce


Other key lawyers:

Olivia Miller


Testimonials

‘Laurie Trounce and her team continue to provide an excellent service and the very best in advice in all aspects of charity and related employment law.’

‘This practice continues to be a leader in this field.’

‘Very easy to communicate with and always abreast of recent legislation and its application.’

Key clients

Surfers Against Sewage


Cornwall Air Ambulance


Cornwall Wildlife Trust


Coastline Housing Limited


Medic Malawi


Age UK Cornwall


Reside Housing Association


Transformation CPR


Charitable Giving


Special Partnership Trust


Work highlights


  • Advising the client on the terms of a Deed of Gift with Newquay Town Council.

Willans LLP

Led jointly by Matthew Clayton and Alasdair Garbutt from Cheltenham, Willans LLP leverages its expertise across practice areas, including commercial property and litigation, to advise charities and not-for-profits on a variety of day-to-day needs, while also providing pure charity law advice pertaining to constitutional, regulatory, and governance matters. Nigel Whittaker is a key contact who brings experience in real estate to the team, while commercial property is an area of focus for Charlotte Cowdell.

Practice head(s):

Matthew Clayton; Alasdair Garbutt


Other key lawyers:

Charlotte Cowdell; Nigel Whittaker


Testimonials

‘Very through and helpful, explaining complicated matters to us when necessary.’

‘We’re happy that the team’s expertise continues to benefit us. They have met all of our needs with regards to commercial property services.’

‘Specialist charity law knowledge and experience.’

Key clients

Caring for Communities & People (CCP)


St Botolph Without Bishopsgate Church


The Cheltenham Trust


International Corporate Governance Network


Cheltenham YMCA


Shelter


Winchcombe Arts & Community Hub


Cobalt Health


Victim Support


National Council of Young Men’s Christian Associations


The Gordon Gray Trust


New Start Cat Rescue


Severn Wye Energy Agency Ltd


Work highlights


  • Advised Cheltenham YMCA on the key acquisition of a substantial freehold premises in Gloucester.
  • Advised pioneering charitable company Severn Wye Energy Agency Ltd on regularising their corporate structure and divesting assets to their partner charity.
  • Providing ongoing employment law advice to Caring for Communities & People (CCP) in respect of a potential service provision change under the Transfer of Undertakings (Protection of Employment) Regulations 2006 (TUPE).