Not For Profit

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The legal experts in our charity team have an excellent track record of helping charities and third sector bodies achieve their philanthropic and social goals.

Caroline Armitage, an experienced trustee and solicitor with extensive knowledge of charitable governance leads our Not-for-Profit legal services. We can co-ordinate a custom team of specialist legal advisors from across the Firm to address the particular challenges your organisation may face.  

In addition Caroline Armitage, Jeremy Burke and Andrew Watson are members of the  Charity Law Association.  Many of our legal advisors are also trustees and officers themselves or have acted in this capacity previously.

Legal advice for charities and non profits

Our Charity team provides advice to charities, social enterprises and not for profit organisations working in the voluntary and third sector. The team includes legal experts in Charity & Commercial, Employment, Commercial Property, Contested Probate and Legacies.With extensive experience of applying our specialist knowledge in the unique environment of the not for profit sector, our advice is always focussed on helping clients deliver the best possible support for beneficiaries and service users.

We have a reputation for excellent client service and our friendly, pragmatic approach.We recognise the pressures and challenges faced by our third sector clients and always provide transparent, flexible and fair pricing for the work we do with no hidden costs.

We offer the following specialist services:

GOVERNANCE AND COMMERCIAL ADVICE

 

 

 

For advice in this area please contact Caroline Armitage

We can help you with a wide range of matters including:

  • Finding and adopting the best legal structure to achieve your goals - such as an unincorporated charity to a CIO, CIC or a company limited by guarantee
  • Governance, and relationships between trustees, management, funders/donors and other stakeholders
  • Effective Board management 
  • Balancing your charitable objectives with the need to operate a sustainable charity with impact 
  • Managing relationships with the Charity Commission and Companies House
  • Responding to Charity Commission investigations
  • Mergers, takeovers, amalgamations and joint ventures
  • Commercial Contracts
  • Advising on trading activities and appropriate structures to allow the charity to trade
  • Grant and funding agreements 
  • Fundraising legally and ethically
  • Service Level Agreements
  • Framework Agreements
  • Service and Supply Agreements

PROPERTY FOR CHARITIES

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For advice in this area please contact Jeremy Burke, Head of Commercial Property

We can help you with a wide range of matters including:

  • Complying with the regulatory requirements of ss117 – 120 Charities Act 2011
  • Gifts of property
  • Property purchases and sales
  • Leases

 

EMPLOYEES, VOLUNTEERS & TRUSTEES

 

 

 

 

For advice in this area please contact David Morgan, Employment Law

We can help you with a wide range of matters including:

  • TUPE
  • Employment tribunal claims
  • Advice on employees and volunteers
  • GDPR and e-privacy

SOLVING DISPUTES & LEGACY CHALLENGES

For advice in this area please contact Andrew Watson, Contested Probate

We can help you with a wide range of matters including:

  • Charity Property disputes
  • Dispute resolution and litigation for charities
  • Trustee disputes
  • Legacy challenges

SETTING UP A CHARITY OR SOCIAL ENTERPRISE

For advice in this area please contact Caroline Armitage

We can help you with a wide range of matters including:

  • Charity and charitable company formations
  • Trading subsidiaries

LEGACIES

 

For advice in this area please contact (L - R) Legal 500 Recommended Lawyers,   Lesley Rushton, Head of Private Client, or Private Client Partner, Charlotte Nock.

We can help you with a wide range of matters including:

  • Probate and legacy arrangements
  • Legacy challenges

Experienced Not for Profit Law Advisors

The third sector is diverse offering many different activities to a wide variety of service users and beneficiaries. As such the legal needs of an organisation can be complex and varied. It is our business to understand your organisation. We build close and longstanding relationships with our clients and deliver imaginative and responsive solutions to their strategic priorities.

Our clients include charity and not-for-profit organisations of all sizes.  We also work with schools, universities, further education establishments social housing providers and organisations in the health and social care sector.

Our clients include:

Recent Transactions

Examples of recent transactions we have completed for our clients in the voluntary and third sector include:

  • Representing a local charity which faced Charity Commission investigations resulting from complaints from third parties.
  • Transferring an 80 year old Charity from being a Trust to a co mpany, including transfer of substantial propert and investment assets.
  • Amending constitutional documents for a charity with a large membership
  • Merger of two charities by creating a charity group
  • Merger of two charities by Vesting Deed and entry on register of merger

Work With Us

For further details of our services for the third sector, contact Caroline Armitage.  We look forward to hearing from you.

 

Commitment Without Compromise