Charities and not-for-profit in Wales
Now headed by Harriet Morgan ,following Giselle Davies' decision to step back and take up a consultancy role at the firm, Geldards LLP maintains a leading reputation in the market for charities across the gamut of issues impacting their ongoing operations, including advice on governance, formation, mergers and restructuring. Key areas of niche focus include social housing and the provision of advice to independent Christian churches. Senior associate Bethan Walsh is also a key member of the team, particularly in light of her Welsh speaking ability, which she often puts to good effect in her advice to Welsh charities on governance matters and restructurings.
Other key lawyers:
Giselle Davies; Stephen Marshall; Bethan Walsh
Assemblies Of God
Graig Shipping Plc
Lloyds Register Foundation
Soroptimist International (Great Britain & Ireland)
National Museum of Wales
WJEC / CBAC
Cremation Society of Great Britain
Pembrokeshire Coast National Park Authority
- Advising Lloyds Register Foundation on governance issues and especially its relationship with Lloyds Register Group (its wholly owned trading subsidiary) on conflicts of interest and loyalty for trustees and their duties in relation to the management of a Social Investment trading subsidiary.
- The firm undertook a comprehensive governance review of this charity which is the parent charity of five other charities/not-for-profit organisations, including Village Aid and organisations registered in Brazil and Malawi.
- The firm is advising the client on the establishment of a new charitable foundation which will work with Swansea University to fund research into cardiovascular disorders, including innovative treatments.
- The firm is representing the Assemblies of God Incorporated in respect of all its charity governance, employment matters, property transactions and commercial contracts.
- Advised the client on a complete re-write of its articles of association, primarily to address membership as a large number had lost contact with the organisation, and to modernise the membership structure so that different benefits would accrue to different classes of membership with provision to include/amend subscriptions.
With a core group of four fee-earners focused on the charities and not-for-profit sector and also aided by lawyers from across other practice areas, including property and employment (should the need arise), Blake Morgan LLP is well-positioned to provide a holistic and comprehensive service to a wide range of Welsh and UK-based charities (where it is also able to leverage the firm's broader national footprint). Particular areas of specialism include advice on governance, transactional matters involving charities (including advice on joint ventures and restructurings), legacies and the creation of and amendments to Royal Charters, as well as advice on statutory charitable bodies. As one of the leading authorities on Welsh public law, Emyr Lewis regularly provides invaluable advice to non-Welsh charities on devolved Welsh law, and Eve Piffaretti provides niche expertise on issues affecting the social care charity sector.
Ben Brice (based in Reading but works across all offices including Cardiff)
St John Cymru Wales
Tenovus Cancer Care
Cardiff and Vale College
Royal National Institute for the Blind
United Bible Societies
The National Library of Wales
- Reviewing and advising on updates required to the charity’s policies and procedures to ensure compliance with law and best practice relating to the Protection of Children and Adults.
- Various property and construction matters.
- Advice on charity’s governance review exercise.
- Advising on alterations to charitable Scheme to enable development of property.
Hugh James remains a popular choice for local and national charities, which appreciate its ability to provide a full-service offering that is underpinned by a strong knowledge of the regulatory and governance issues inherent in the sector. Spearheaded respectively by Emma Burns and Caroline O'Flaherty, property and employment law remain the principal areas of expertise for clients in the charity sector, with both education and social housing prominent sub-specialisms.
Other key lawyers:
Louise Price; Caroline O’Flaherty; Richard Macphail
Breast Cancer Care
Wales Council for Voluntary Action
Representative Body of the Church in Wales
Wales Cooperative Centre
- Advised Pobl Group on an extensive phased development of affordable homes using innovative funding schemes and procurement arrangements.
- Advised the client regarding the legal basis for making payments to board members – this work involved a review of Schedule 1 Housing Act 1996, the permitted payments and benefits circulars and Welsh Government correspondence which has changed the position in relation to payment of board members.
- Advised Cardiff University on the transfer of its education services relating to professional training for those employed in the health sector.
Well-placed to advise charities throughout south and west Wales by virtue of having lawyers on the ground in key offices in the region, including Swansea and Carmarthen, JCP Solicitors' multi-disciplinary service combines a significant knowledge of charity-specific legal advice, including on constitution and governance matters, with expertise across complementary practice areas including private client, property, commercial and litigation. The 'knowledgeable and hardworking' Richard Howells excels in contentious probate matters and has recently represented numerous charities in disputed or challenged legacies.
Multi-disciplinary team but key practitioners are Richard Howells and Betsan Powell, who respectively head the lifetime disputes and commercial services teams
Wales Air Ambulance
Paul Sartori Foundation