Lee Bolton Monier-Williams > London, England > Firm Profile

Lee Bolton Monier-Williams
1 THE SANCTUARY
WESTMINSTER
LONDON
SW1P 3JT
England

Public sector > Education: schools Tier 3

Lee Bolton Monier-Williams is well-known for its ability to advise numerous schools and Diocesan Boards of Education on all educational undertakings. The practice places particular emphasis on school property transactions, having advised on complex site transfers, and is also regularly instructed to advise on a range of charity law issues, especially in connection with the establishment of new educational charities. Practice head Howard Dellar acts for numerous charities and multi-academy trusts and has a strong record of advising on academy conversions, and Ian Blaney is a key contact for Church of England school site acquisitions and land swaps. Khalid Sofi widens the team’s expertise through his ability to advise Muslim charities and schools on governance and strategic issues.

Practice head(s):

Howard Dellar

Other key lawyers:

Ian Blaney; Khalid Sofi; Susan Newell; Jane Grenfell; David Whittington

Testimonials

‘All team members at LBMW are extremely efficient, professional and knowledgeable. Advice is always effective and received in a timely manner.’

‘Ian Blaney’s work on academy conversions is exceptional.’

‘An exceptionally professional and personal service. The Team at LBMW take time to understand the client’s needs and have subject-matter experts to suit the different cases. The personal service is extremely valued: Many of the cases are extremely complex, and the Team at LBMW have the skill to translate the issues into jargon-free terminology.’

‘Experts in their field. The advice and guidance from all members of the team is crystal clear, with a specific mention to David Whittington and Jane Grenfell. They have provided outstanding guidance and advice.’

‘Working with LBMW feels like working with trusted colleagues, rather than an external team. LBMW’s skill range is broad and specialist, offering a great, all-in-one service.’

‘David Whittington is incredibly knowledgeable and enthusiastic and a pleasure to work with. Ian Blaney is similarly knowledgeable and incredibly able. Jane Grenfell brings a wealth of charities experience, which has proven invaluable.’

‘Susan Newell is really great. She offers a personal service and is capable of offering various actions which could be taken, so you feel well-informed. She is also willing to give firm opinions based on law and previous experience, making you feel confident in the choices you take.’

Key clients

Canterbury Diocesan Board of Education

Chichester Diocesan Board of Education

John Whitgift Foundation

Lincoln Anglican Academy Trust

Lincoln Diocesan Board of Education

Oxford Diocesan Board of Education

Salisbury Diocesan Board of education

St Edmundsbury & Ipswich Diocesan Board of Education

Whitgift Foundation

Work highlights

  • Advised Canterbury Diocesan Board of Education on a possible reversion of a school site.
  • Advised Southgate Mosque and Community Centre, a new charity which had acquired a £6.6 m listed property in London to be converted into a community centre and place of worship, on the proposed structure for the charity, preparing the governing document and registering with Charity Commission.

Private client > Charities and not-for-profit Tier 4

Praised for providing a ‘very personal service’, the dynamic team at Lee Bolton Monier-Williams advises a diverse range of clients from churches and schools to housing associations, social enterprises, international aid organisations and art and cultural organisations. Led by Howard Dellar, it continues to advise a variety of clients from various Christian denominations, the Muslim community and secular organisations. Khalid Sofi plays a significant role in advising charities that are linked with Muslim, Sikh, Hindu and Buddhist communities.

Practice head(s):

Howard Dellar

Other key lawyers:

Khalid Sofi; Susan Newell; Ian Blaney; Ed Henderson

Testimonials

‘We have worked very closely with Khalid Sofi. We value his attention-to-detail and willingness to help us grow and develop as an organisation. He is responsive and open to any and all queries we have’. 

‘The particular expertise LBM-W offers in ecclesiastical law is exceptional. The team works together to provide guidance and advice at every level for our organisation. We work with a specialist team headed by Ian Blaney, supported by colleagues with areas of expertise and availability –  Howard Dellar, Susan Newell and Ed Henderson’.

‘Khalid Sofi – has unparalleled knowledge of the charity sector (and especially the faith segment therein) and interactions with the Regulators. Khalid’s depth of knowledge and nuanced understanding of the regulatory landscape are acknowledged as an asset by faith sector charities’. 

‘We have recommended Khalid Sofi to clients and he has always acted extremely professionally and knowledgeable in respect of Charity Law. He also provides the clients with commercial and pragmatic advice which is excellent.’

‘As a charity with varied needs over time, we have always felt very well served by the appropriate solicitors in this firm. We have good confidence that LBMW know what the Charity Commission’s attitude is likely to be in issues where this is relevant.’

‘We had a complex business transfer requiring sensitive and expert handling of the legal documentation and Susan Newell was expert in her handling of this task: always expert, confident, quick to respond, and understanding the importance of the human factor in reaching a good agreement with the other partner’.

‘We have found that the knowledge that the practice has on Islam and Mosque related issues to be very useful to us. Khalid Sofi has been effective in helping us move our existing charity to a CIO, and would definitely work with him again on future projects’.

‘Khalid Sofi is a remarkable and knowledgeable lawyer who is able to explain difficult technical terminology in simple and straightforward English. It really breaks down the barriers and makes each conversation with him insightful’.

Key clients

Restless Development

Al-Khair Foundation

Hamilton Trust

Muslim charity -Helping the Needy

MAB charitable Trust

Action for Humanity

Havering Islamic Cultural Centre

Southgate Mosque and Community Centre

The Anjuman-e-islahul-al-muslimeen of UK

Islamic Help

West London Synagogue

East London Mosque Trust

Sandgate Heritage Trust

The Bishop of Derby and Derby Diocesan Board of Finance

Work highlights

  • Advised Southgate Mosque and Community Centre, a new charity, on the proposed structure for the charity, prepared the governing document and registered with Charity Commission.
  • Assisted Restless Development with amending its articles of association and passing the necessary resolutions to effect such changes.
  • Advised on the merger between Sandgate Society and Sandgate Heritage Trust Ltd. This resulted in the formation of a new Charitable Incorporation Organisation known as the Sandgate Society.

Who are we?

We have been providing legal advice to institutions, businesses and private individuals from our unique premises in the heart of Westminster for more than 150 years.

We wouldn’t be where we are today if we hadn’t gained the trust and loyalty of our clients. We believe that this trust and loyalty has been earned through the consistently excellent legal advice we have provided and the manner in which we have provided it. Our aim in every piece of work we undertake is to be an asset to the client, to make a positive impact and to be people that our clients enjoy talking to.

Whilst our legal advice will always remain of the highest quality, we know that this is not enough on its own. To add real value, we place that legal advice in the context of the transaction, the dispute or the family background. We understand the goal for each client in each piece of work and see how our legal advice can help achieve it. We play our role with confidence and humility.

We’re proud of our heritage, our wood-panelled boardrooms and our long-standing, institutional clients who have been part of our history and like us for our traditional values. But without losing any of that, LBMW today is a diverse, modern and dynamic law firm that punches well above its weight. We have global drinks brands, innovative tech companies, international charities and bright entrepreneurs as clients. We have lawyers who enjoy coming to work and feeling part of a driven and productive team with a strong commitment to excellence. We want to make positive contributions to the people and communities that we come into contact with.

We aim to grow exiting relationships and build new ones based on the excellence of our service and our people.

 

Types of Work Undertaken

Commercial and Corporate:

We offer a multi-sector and well-resourced business service for individual, charitable and commercial clients.

Our corporate team advises on mergers & acquisitions, business structuring, fundraising, private equity, joint ventures and corporate governance. Our clients are both domestic and international ranging from private equity investors to start-ups. We have clients doing corporate transactions in technology, food & beverage, education, healthcare and retail.

The commercial team handles business contracts of all types. We regularly draft and advise upon sales contracts, software contracts, shareholders’ agreements and distribution agreements.

Disputes:

Our Disputes team has specialist property litigation lawyers with extensive experience in dealing with property and land disputes, acting for and advising developers, landed estates, commercial landlords and occupiers, schools, charities and private property and land owners.Our team also deals with contested trusts, estates & wills.

We advise and protect charities and NFP organisations with every type of contentious legal issue from governance matters through to challenging wills and protecting legacies. We are one of the leading church and faith practices in London and the country acting for Diocese, PCCs and other faith based organisations resolving all manner of disputes. We also act for independent and maintained schools, Higher Education Institutions and Universities in highly disputes in the courts, in the tribunals and through ADR.

Our Disputes team have extensive experience of acting in judicial review claims in both the Administrative Court and Court of Appeal both defending public bodies that are subject to judicial review and acting for corporates, schools and charities seeking to challenge unlawful decisions

Education:

Our highly experienced team is able to cover all Commercial, Land, Employment, and Educational aspects of an academy project. We are experienced in the creation, expansion, dissolution and reorganisation of academy trusts, charities, and trading subsidiaries, working with church and secular education providers to ensure the children served have the best opportunities to flourish in the Academy system.

We are able to offer a depth of experience in the church education sector which is unparalleled. We currently act or have acted for the majority of dioceses in both the Church of England and Church in Wales in respect of their education work and are also experienced with assisting other faith education providers, many of which face similar challenges to those faced by the Church of England.

We can advise on a wide range of issues including:

  • Admissions and Exclusions
  • Data protection
  • DfE and EFA Guidance
  • Education Acts
  • Education Bills
  • Governance
  • Premises
  • School meals
  • SEN
  • Staffing and employment
  • Statutory Guidance

Employment: 

Our employment team provides strategic and practical advice to business clients. Our specialists are on hand to partner clients and assist them achieving their employment aims. We provide swift, decisive and commercial advice based on the type of the business, the sector and the client’s needs.

Whether advising on regulatory and compliance issues, drafting contracts and policies or defending the client in an Employment Tribunal claim, our employment team is an experienced and available resource. We carry out contentions and non-contentious work for employers and employees and work with People Directors and HR professionals at all stages from recruitment to the end of the employment relationship.

Our employment team provides specialist advice on discrimination issues and how to minimise the chances of having to defend such claims. Our employment team represent clients in the Employment Tribunal in disputes ranging from unfair dismissal to discrimination, loss of rights, pension disputes and breaches of trust.  Our employer clients include large corporations, SMEs, LLPs and partnerships, schools, multi-academy trusts and not for profits and religious organisations.

Family:

Family matters on which we advise include: financial remedies including pensions, property, periodical payments, shares and lump sums; Divorce, dissolution and annulment; Child residence and contact issues;  Prenuptial and postnuptial Agreements; Adoption; Cohabitation Agreements; Non-Molestation and Occupation Orders; and  Separation Agreements.

GDPR & Data Protection:

Our lawyers advise clients of all types (SMEs, charities, religious organisations and schools) on GDPR.  The work ranges from practice and policy reviews and updates, handling subject access requests, advising on data breaches, drafting privacy notices and assisting with full data audits. 

IP & Technology:

We regularly deal with trademark applications and disputes, copyright, IT contracts, database rights, negotiate software licences and information, management and protection.

Not For Profit and Charity:

We have a national reputation as a leading practice in advising faith and religious organisations.  We advise organisations of different faiths on all issues affecting them and provide support and assistance so that the organisations remain compliant with regulation and best practice.

Our clients include organisations of different Christian denomination (including Church of England, Roman Catholic, Methodist, Baptist, Independent and Evangelical churches) and organisations that are connected to Muslim, Jewish, Hindu, Sikh and Buddhist among others.

Our staff act as the legal officers to five diocesan registries, providing advice to bishops, clergy, parish officers and diocesan organisations. We are also home to the Faculty Office of the Archbishop of Canterbury. We are the authors of the practitioners’ guide Encyclopaedia of Forms and Precedents (Ecclesiastical Law). 

Our Education Team maintains active links with government, the Department for Education, General Synod, the Charity Commission and other relevant bodies. Through our role as advisers to the Church of England Education Office (otherwise known as the National Society), being the body which represents Church of England schools throughout the country, we not only respond to legislative change but are also involved in shaping it. The wealth of our experience means that we are fully equipped to address any queries raised.

We act for a wide range of charities working across the entire charity spectrum and have strong links with the Charity Commission, Privy Council Office, Department for Education, the Welsh Government and HMRC.

Private Client:

Our expert lawyers have extensive experience in drafting wills and will explore with you both your personal and financial circumstances to provide you with the best solution. We can assist, executors, administrators, beneficiaries and family of the deceased during the estate administration process.

Creating the right kind of trust to suit your needs can be complex and littered with potential adverse tax consequences. Our private client team has a wealth of experience in dealing with trusts and their associated complexities, including inheritance tax, income tax and capital gains tax implications. We have an experienced team who are able to offer a full range of accounting and administrative services to assist the trustees of UK resident trusts whilst reducing the burden on them. Working with independent financial advisers and accountants we can advise on how best to use the exemptions and reliefs accepted by HMRC to minimise your tax liability.

Our team can advise on Lasting Powers of Attorney or make applications to the Court of Protection.

Real Estate – Residential:

Our highly experienced solicitors offer the following advice:

    • In relation to freehold and leasehold sales and purchases
    • Regarding joint ownership arrangements and buy-to-let schemes;
    • Planning issues;
    • Transfers of Ownership
    • Right to Buy 
    • Help to Buy
    • Plot sales
    • Property management, equity release issues and ‘lock out’ agreements;
    • Ownership, redevelopment and use of basements or vaults.
    • Licence to Assign
    • Leasehold Enfranchisement
    • Licence for Alterations

Real Estate – Commercial:

As well as the agreed commercial terms, we particularly focus on break clauses, rent reviews, rent deposits/guarantees, services and service charge/caps, insurance/uninsured risks, alienation, repair/schedule of condition, environmental, landlord’s and tenant’s works.

Whether you are a landowner looking at the development potential of your land or a developer or promoter, our team can act at each stage of the development process from the promotion/conditional stage to site acquisition through to lettings and disposal. We have a particular expertise in negotiating overage and clawback arrangements and regularly deal with pre-emption/development/conditional/promotion agreements. 

We also advise commercial clients on leasehold enfranchisement, and our work involves advising clients on the  the process and timeframes, liaising with surveyors drafting and serving of notices, checking the validity of notices, applying to the Tribunal, representation at the Tribunal, drafting and agreeing the form lease/transfer, completion and registration.

Real Estate – Islamic Finance: We act for clients obtaining Islamic Finance (also known as Sharia-compliant finance) in the context of real estate transactions in both the residential and commercial sectors. 

Burial, cremation and cemetery management

We are the authors of the practitioners’ guide to burial law and cremation – the Encyclopaedia of Forms and Precedents (Burial and Cremation) and can assist private individuals, religious organisations, parochial clergy, parochial church councils, cemetery owners and managers and local authorities in the following areas:

    • Acquisition and disposal of burial grounds
    • Granting and extinguishing exclusive rights of burial
    • Churchyard regulations and faculties for memorials
    • Disinterment/exhumation of human remains
    • Infrastructure works requiring disturbance of burial grounds
    • Setting up new burial trusts
    • The post-death treatment of human remains, including disputes
    • Questions around organ donations upon death and use of human tissue for medical research
    • Responsibilities of local authorities and burial authorities in open and closed cemeteries (including under the Open Spaces Act 1906)
    • Consecration of burial grounds and consequences
    • Building or development of disused burial grounds
    • Setting up new burial grounds, including woodland burials
    • The legality of other methods of disposing of human remains.
Corporate Social Responsibility
We are alive to our potential to make a difference to the lives of individuals and communities in ways other than providing them with legal advice. We recognise the importance of contributing to our local community as an established business in the heart of Westminster.
We encourage and support our people in getting involved in fundraising initiatives and pro bono activities.
As with all professional firms, we are aware now more than ever before of our responsibility to reduce our impact of the environment. We have practices and policies to minimise paper usage, to conserve electricity and we aim to partner with ethically responsible suppliers.
This year we have:-
• Continued our corporate partner status of St Andrew’s Youth Club, Westminster – the oldest youth club in London;
• Arranged a 45 hour sponsored static cycle with other law firms in Norway and France raising over £1,700 for the charity SWATS (Supporting West Africa Through Schooling);
• Become a corporate partner to the Wine and Spirits Benevolent Trust
Our partnership with St Andrew’s Club
We are proud to be members of St Andrew’s – Westminster 100 Club .
The Westminster 100 Club is group of businesses who have committed to supporting the St Andrew’s Club. The St Andrew’s Club is a fantastic youth club based in South Westminster, a few minutes’ walk from our offices. It provides services for local children and adults aged 5 and upwards. It is an independent charity funded by voluntary donations, providing an invaluable resource to Westminster and beyond.
As members of the Westminster 100 Club, we have committed to supporting the club for 2019-2020.  So far we have enjoyed doing this by hosting a charity lunch fundraiser, taking part in a sponsored walk run by the club, as well as fundraising fitness classes, and attending various events run by the club during the year.
We look forward to continuing to support our local community in the coming years.

 

Department Name Email Telephone
Managing Partner and Head of Disputes Stephen Dean Stephen.Dean@lbmw.com 020 7960 7117
Practice Manager Sarah Leonard Sarah.Leonard@LBMW.com 0207 222 5381
Assistant Practice Manager Michelle Pineda Michelle.Pineda@LBMW.com 0207 222 5381
Photo Name Position Profile
Shameela Ahmed photo Shameela Ahmed Shameela is a Partner and Head of Family Law.
Michael Anderson photo Michael Anderson Michael is a Solicitor in both our Dispute Resolution and Commercial and…
Ian Blaney photo Ian Blaney Ian is a Partner in the Ecclesiastical, Education & Charities Team
Denise Carritt photo Denise Carritt Denise is a Consultant in our property team.
Jacqueline Connolly photo Jacqueline Connolly Jacqueline is an Associate Solicitor in our real estate team.
Elizabeth Cooper photo Elizabeth Cooper Elizabeth is a Solicitor in our Private Client department
Stephen Dean photo Stephen Dean Stephen is the Managing Partner and head of our disputes resolution team.…
Howard Dellar photo Howard Dellar Howard is Senior Partner and head of the Ecclesiastical, Education and Charities…
Michael Fletcher photo Michael Fletcher Michael is a Consultant in the Private Client Department.
Anna Gaston photo Anna Gaston Anna is a partner in our private client team.
Margurita Geary photo Margurita Geary Margurita is a Partner and Head of Residential Property team. She deals…
Jessica Groves photo Jessica Groves Jessica is a Partner in our real estate team. She advises both…
Nishita Gudka photo Nishita Gudka Nishita is a partner in our Real Estate team. She advises on…
Ed Henderson photo Ed Henderson Ed is a partner in the commercial and corporate team handling all…
Gurjit Kundra photo Gurjit Kundra Gurjit is a Licensed Conveyancer in our Residential Property Department.
Beatrice Lewers photo Beatrice Lewers Beatrice Lewers is a Solicitor in our Private Client Team.
Niamh McKay photo Niamh McKay Niamh is an associate in both our Dispute Resolution and Commercial and…
Megan Morgan photo Megan Morgan Megan is an Associate in our private client department. She advises clients…
Susan Newell photo Susan Newell Susan is an associate in our Ecclesiastical, Education and Charities Department. She…
Laura Poulloura photo Laura Poulloura Laura is a Solicitor in our Real Estate team.
Catherine Pugsley photo Catherine Pugsley Catherine is a Partner and Head of our Private Client team.
Lina Rodriguez photo Lina Rodriguez Lina is a Partner in our real estate team. She acts for individuals,…
Archie Sherbrooke photo Archie Sherbrooke Archie is a Partner and Head of the Commercial Property Team at…
Khalid Sofi photo Khalid Sofi Khalid is a partner and Head of Charity & Not for Profit…
Laura Southern photo Laura Southern Laura is a Solicitor in our Private Client department.
Laura Tester photo Laura Tester Laura is a Solicitor in our Family Law department.
Nigel Urwin photo Nigel Urwin Nigel is a Consultant and Head of our Intellectual Property team.
Nipuni Wijesinghe photo Nipuni Wijesinghe Nipuni is a Solicitor in our Real Estate department.
Clifford Woodroffe photo Clifford Woodroffe Clifford is a partner in our dispute resolution team.  He advises clients…
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