Morton Fraser MacRoberts‘ group assists sector-spanning clients, including independent educational institutions, RSLs, sports governing bodies, and various charities and social enterprises. The team, led by third sector TMT specialist Valerie Armstrong-Surgenor, advises clients on tax and pensions, commercial agreements, IP and brand management, and more. Robin Fallas is a key contact for public and charity sector organisations, and Adrian Bell focuses on sports and recreational charities. Paul Geoghegan and Melissa Hall are also recommended.
Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘The practice has a cross-section of teams which are able to provide advice on all matters.’

  • ‘The partner who is our main contact is excellent. They are truly an expert in their field, they are very responsive, and their advice is always comprehensive.’

  • ‘The team at Morton Fraser MacRoberts are incredibly approachable and knowledgeable. The advice note prepared by the team was clear, thorough and had recommendations that were actionable for us as a charity dealing with a complex issue that touched on various different legal disciplines.'

  • 'The communication from the team from our first meeting to our last was second-to-none, and at no point did we feel that we could not get support from the team.’

  • ‘The attention-to-detail to our query from Valerie Armstrong-Surgenor and Melissa Hall was second-to-none and gave us the confidence that we were in safe hands whilst trying to find a solution to a complex matter.’

  • ‘I have been hugely impressed with the firm's knowledge of the sector and their approach to problem solving.'

  • ‘I have found the individuals we work with to be extremely supportive and cooperative in providing support to us.'

  • ‘The practice offered access to lawyers that were not only subject matter specialists but also had a very good knowledge of inter-related areas.'

  • ‘Valerie Armstrong-Surgenor was very good at co-ordinating activities with legal experts in the practice and assigning the best fit to our requirements. Valerie and Melissa Hall delivered outstanding value and were good ambassadors for the legal profession.’

  • 'The team are supportive, accessible, and take time to understand the issue you needing help with.'

Key clients

  • Who Cares? Scotland
  • Victim Support Scotland
  • Scottish Gymnastics
  • National Trust for Scotland
  • Historic Environment Scotland
  • George Heriot's School
  • Royal Incorporation of Architects Scotland
  • Barra and Vatersay Community Company
  • Community Enterprise Scotland
  • Peoples Postcode Trusts

Work highlights

Providing advice to Victim Support Scotland on an array of work on an ongoing basis, including advice and assistance in negotiating a contract for IT support desk function.
Advised Royal Incorporation of Architects in Scotland (RIAS) on a significant structural and governance update, including a full update of its Royal Charter and byelaws.
Provided Community Enterprise in Scotland (CEIS) with legal advice and assistance relating to the delivery of two programmes backed by Scottish Ministers: the International Social Enterprise Observatory and a University Social-Enterprise spin out programme.

Lawyers

Leading partners

The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.

Next Generation Partners

Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.

Practice head

Valerie Armstrong-Surgenor

Other key lawyers

Robin Fallas; Adrian Bell; Paul Geoghegan; Melissa Hall; Lynsay Cargill; Alison Marr