Leading Individuals

Charities and not-for-profit in Wales

Geldards LLP

Led by Harriet Morgan , Geldards LLP's 'experienced and approachable' team is 'very knowledgeable on charity law', ensuring that it is the first-port of call for many of the most significant Wales-based charities, including the Arts Council for Wales and Wales Air Ambulance, across the panoply of their needs and compliance with legislation unique to their status. As well as advising on core governance issues for charities and not-for-profit organisations, including many religious charities, Morgan also leverages her broader property bona fides to advise clients within the social housing sector, as well as more generally to clients in relation to their property portfolios. 'Responsive' senior associate Bethan Walsh  is 'gaining valuable experience in her own right now' and regularly takes the lead for clients including on charity governance and charity formation - her Welsh language speaking capabilities also add value to some indigenous clients. The 'outstanding' Giselle Davies still handles some fee-earning work in her capacity as a consultant and is able to draw from an 'enormous wealth of experience'.

Practice head(s):

Harriet Morgan

Other key lawyers:

Giselle Davies; Bethan Walsh

Testimonials

The team is very experienced and knowledgeable on charity law and the setting up of a new charity.’

Geldards provides clear advice on their subject matter and executes appropriate timely action on instruction.’

The experienced and approachable team provides specialist legal charity advice.’

Harriet Morgan is concise in delivering valued professional opinion to inform decisions and direct the team.’

Bethan Walsh was extremely good and very professional. She understood the brief perfectly as well as having a good feel for the sensitivities for some of the groups involved.’

Bethan Walsh is responsive and a pleasure to deal with. She is gaining valuable experience in her own right now.’

Giselle Davies is outstanding. She is analytical, capable and has an enormous wealth of experience.’

 

Key clients

Royal Voluntary Service

Baltic Exchange Charitable Foundation

International Play Association

The Welsh Pony and Cob Society

Assemblies of God Inc

Diocese of Llandaff, Church in Wales

Wales Air Ambulance Charitable Trust

The Presbyterian Church in Wales

Lloyd’s Register Foundation

Arts Council of Wales

Work highlights

  • Advised Royal Voluntary Service on all areas of its operation including on its trading arrangements under charity law, matters arising from its relationship with the landlords of several shops and cafes as well as the requirements of a number of special and restricted trusts.
  • Advised International Play Association (IPA) who’s members advocate the child’s right to play under the United Nations Convention on the Rights of the Child (UNCRC), on the formation of IPA as a CIO and to act as an umbrella organisation for the member organisations.
  • Advised Assemblies of God on all aspects of its operation, regularly providing employment advice, including complex advice around the status of officers.

Blake Morgan LLP

Regularly working alongside core charity law experts from across the firm’s Reading and Southampton offices, Blake Morgan LLP‘s Cardiff team is particularly effective at handling employment, commercial and property matters impacting a plethora of Wales-based charities and third sector clients, including social housing and education institutions. Head of the overarching public law group, Eve Piffaretti  regularly advises charities providing care and education services on their internal policies and procedures.

Practice head(s):

Ben Brice (Reading)

Other key lawyers:

James Egan ; Eve Piffaretti

Testimonials

Excellent service with very dedicated staff within the housing and employment section.’

The attention to detail is excellent and the personal touch from partners and associates makes all the difference to us.’

Key clients

Cardiff & Vale College

Swansea University

Cardiff University

University of South Wales

Hafal

St John Cymru

Tenovus

Merthyr Tydfil County Council

Chwarae Teg

The Methodist Church – Wales Synod

Vale of Aylesbury Housing Trust

The Royal National Institute for Blind People

Melin Homes

Tai Calon Community Housing Limited

Royal National Lifeboat Institution

Global Witness

Sobell House Hospice Charity

Girls’ Friendly Society

Fitzroy Support

United Bible Societies Association

Pilgrims’ Friend Society

Women for Women International

Work highlights

  • Advising Cardiff University in connection with charity governance matters including the interpretation of its Charter and Statutes in connection with management of conflicts of interests.
  • Advising Melin Homes in connection with its appointment as sole corporate trustee of an almshouse charity and the securing of trust corporation status from the Charity Commission.
  • Advising the Methodist Church across various Circuits in Wales in connection with the acquisition and disposal of church property in accordance with the Methodist Church statutes and charity law.

Capital Law Limited

Effectively able 'to leverage knowledge from wider practice areas', the 'helpful and organised' multi-disciplinary team at Capital Law Limited provides an 'outstanding' service to charitable businesses, not-for-profit education providers and trade unions. Nicola Mead-Batten  demonstrates 'the right blend of technical expertise and client facing skills' and leverages her market-leading public law/regulatory expertise for many clients in the not-for-profit sector.

Practice head(s):

Nicola Mead-Batten (Public Law and Regulatory); Trish D’Souza  (Education); Marlies Hoecherl  (International); Maria Coggins  (Commercial)

Other key lawyers:

Simon Ramsden

Testimonials

The team is helpful and organised.’

Their strategic and practical judgement has been outstanding, as has been their ability to leverage knowledge from wider practice areas into the very odd circumstances of our sector.’

Nicola Mead-Batten scores highly for professional expertise, client care and general all round good humanness!’

Nicola Mead-Batten has the right blend of technical expertise and client facing skills.’

Key clients

University of South Wales

Bridgend College

Renewable Power Pembrokeshire

British Medical Association

Grwp Llandrillo Menai

Artis Community / Pontypridd YMCA

Wales Council for Voluntary Action

Sherman Theatre

Chapter Arts

RBS Social and Community Capital

Solicitor Regulation Authority

Work highlights

  • Represented the BMA in a successful challenge brought against the Chancellor in connection with his bringing into force the Restriction of Public Sector Exit Payment Regulations 2020, which have subsequently been withdrawn.
  • Pursuing an £89m claim on behalf of the BMA and 5 test Claimants against the UK Government and NHS Property Service Limited for implementing a “Consolidated Charging Policy” against GP Practices in England for rent, maintenance and service charges.
  • Supported the University of South Wales with the procurement process, contractual documentation and contractual negotiations required to successfully implement Facility Maintenance Contracts across the university portfolio for security, waste and cleaning etc.

Hugh James

A sizeable and increasing amount of Hugh James‘ work in the space, directly flows from the firm’s market-leading private wealth and wills/trusts offering, with both Matthew Evans  and Roman Kubiak  regularly engaged for charities as beneficiaries in legacy administration and disputes. On the non-contentious front, under the guidance of Gareth Wisdom, the firm is one of the partners to Macmillan Cancer Support providing supporters of the cancer charity to  receive a “free” writing service. Leveraging the firm’s vast roster of housing association clients, the team also remains very active in the social housing space, with work touching on pure charity-related guidance, in addition to advice on their development and employment needs.

Practice head(s):

Roman Kubiak; Matthew Evans

Key clients

Trustees/former trustees of the Eritrea Orthodox Church

Noah’s Ark Charity

Banking Client

Royal Welsh College of Music and Drama

Cwmni Urdd Gobaith Cymru

Macmillan Cancer Support

Pobl Group

Cardiff University

Coleg Gwent

Work highlights

  • Advised Cardiff University in relation to its award winning Centre of Student Life.
  • Advised Pobl Group on the UK’s largest zero carbon development worth £32m and bringing sustainability and innovation through the provision of affordable homes.
  • Securing a legacy of c.£200,000 for Noah’s Ark Charity, a children’s hospital charity, following issues over the construction of the will.

Loosemores Solicitors

Under the leadership of core charities expert Rebecca McCarthy and also frequently drawing from the expertise of a small cadre of corporate, employment, property and disputes lawyers, the 'very professional, empathetic and responsive' team at Loosemores Solicitors is well-positioned to advise its loyal and growing roster of charity/not-for-profit clients throughout the spectrum of their needs. Leveraging the firm's overarching sports industry expertise, the team regularly advises not-for-profit organisations in the sector, including many Welsh sporting National Governing Bodies, which are appreciative of the firm's 'practical and common sense advice'.

Practice head(s):

Rebecca McCarthy

Other key lawyers:

Mark Loosemore

Testimonials

Loosemores are very professional, empathetic and responsive.’

Actively listening to client needs and being both proactive and thoughtful in the advice given.’

‘We found the firm to be particularly consultative in its approach. They took time to fully understand our business and suggest options and ways of achieving our goals while being sensitive to the costs.’

Their professional standards are exceptional along with their flexibility. We really value their genuine interest in helping us reach our goals and willingness to join us on the journey.’

They provide practical and common sense advice‘.

Rebecca McCarthy is great – always very responsive.’

Rebecca McCarthy is wonderful and was instrumental in helping us get charity status in record time. She is super responsive and always on hand to help us think through issues big and small.’

Key clients

Welsh Sports Association

Football Association of Wales

FAW Trust

Sport Wales

Tennis Wales

Welsh Athletics

Weightlifting Wales

Echoes International

Global Welsh

CEASE UK

A.T Trust

War Paws

Krishna Cymru

Bronwen’s Wish

The Brewery Sports and Social Club

Squash Wales

Romodels

Daring to Dream

Canoe Wales

Table Tennis Wales

Platfform for Change

Mackintosh Evangelical Church

Welsh Rugby Players Association

Llamau

Work highlights

  • Advised CEASE UK on amendments to charitable objects following a review by trustees. Advising on feedback from Charity Commission.
  • Advised Krishna Cymru on transfer from ISKCON UK to Krishna Cymru including property, employment and intellectual property matters.
  • Advised Romodels on registration and incorporation of a new Charitable Incorporated Organisation including advice on the constitution, corporate governance issues and registration at the Charity Commission.