The ’proactive’ and ‘knowledgeable’ team at Stone King LLP remains at the forefront of charity law. Led by faith charity expert Tim Rutherford, the group provides specialist advice on various issues, such as charitable status, crisis management, social enterprise and cross-border work, for a range of clients, including faith charities, almshouses and historic trusts . Christopher Jones has extensive experience in ecclesiastical property issues, routinely supporting CofE dioceses and parishes. Daniel Harris is an expert in cross-border and multi-jurisdictional matters, while Luke Watson offers advice on national and international contentious probate and legacy disputes. Alexandra Steffensen is also an expert in faith-based charities and Alexandra Weatherdon’s diverse caseload includes governance and constitutional issues.
Charities and not-for-profit in South West
Stone King LLP
Responsables de la pratique:
Tim Rutherford
Autres avocats clés:
Christopher Jones; Daniel Harris; Luke Watson; Alexandra Steffensen; Alexandra Weatherdon; Alice O’Mahony
Les références
‘Tim Rutherford is both an experienced and high-quality professional as well as a very kind, simple and approachable person. He delegates responsibilities to his associate solicitors but is informed of everything. He follows up on the processes. When he considers it appropriate, he gives advice himself. Tim’s monitoring of the processes is a source of confidence and security for us.’
‘Alice O’Mahony is an excellent teacher. She has been with us every step of the way, guiding and advising us. She prepares the documents and delivers them to us for review and pertinent changes. She knows our needs in advance and, when necessary, facilitates their quick management.’
‘Tim Rutherford has been a great support to our charity over many years. He is quick to respond and his advice is always clear and comprehensible.’
Principaux clients
Institute of Our Lady of Mercy
The Oxford Union Society
Congregation of La Retraite
Durham Aged Mineworkers Homes Association
The Almshouse of St John the Baptist and St John the Evangelist
Duchesne Trust
Positively UK
Cyprus Combined Services Parachute Centre
Family Action
Temple Ecclesiastical Charity
Principaux dossiers
- Advising the Institute of Our Lady of Mercy on issues arising from the relocation and restructuring of the Hospice.
- Conducting a full governance review for The Oxford Union Society and advising on its incorporation.
- Advising the Congregation of La Retraite together with four further religious orders, on a multi-million endowment fund for the Centre for Catholic Studies at Durham University.
VWV
VWV’s broad practice has expertise in the full range of matters affecting charities. In particular, the charity and governance team specialises in advising healthcare, arts and educational charities, as well as public sector organisations. Laura Chesham spearheads the practice; she is an expert in faith-based entities, primarily those with CofE affiliations. Con Alexander is highly-regarded for his work across all areas of charity, company and trust law, and routinely advises on governance issues, transactions, endowment funds, fundraisings and restructuring matters. Rachel Tonkin is a key contact for charitable universities, while Kate Sherlock advises on safeguarding issues, including compliance with the Charity Commission’s safeguarding duties.
Responsables de la pratique:
Laura Chesham
Autres avocats clés:
Con Alexander; Rachel Tonkin; Kate Sherlock
Les références
‘The team are engaged and highly knowledgeable, bringing practical and helpful advice which can be applied to context.’
‘They are genuinely interested in what the organisation does and want to see it succeed; they feel part of the ethos of who our organisation is and come alongside senior execs to be part of the team. They create a strong client relationship.’
‘The unique strength of VWV lies not only in their individual expertise, but in the collaborative approach they take as a team. Con Alexander works closely with colleagues who are equally skilled in the charity sector thus ensuring that every facet of our charity’s legal needs are met with comprehensive, informed advice.’
Principaux clients
Benefact Trust Limited
University of Bristol
Truro Diocesan Board of Finance
Gloucester Diocesan Board of Finance
The Donkey Sanctuary
Shaw Trust
Institute of Cancer Research
Society and College of Radiographers
Bristol & Old Vic & Theatre Royal Trust
Bristol Old Vic Theatre School
Soil Association
Royal College of Surgeons of England
Principaux dossiers
- Advised the Gloucester Diocesan Board of Finance on its’ trustees ability to fulfil its duties and responsibilities under charity (and ecclesiastical) law, specifically in relation to safeguarding, in light of the Church of England’s proposed changes to safeguarding governance.
- Advised St George’s Students’ Union on its merger with City, University of London Students’ Union in light of the agreed merger between St George’s University London and City, University of London.
- Advised the Engineering Council, in light of the Grenfell Tower disaster, in relation to technical changes to its Royal Charter in order to establish a register for Higher Risk Buildings qualified engineers.
Wilsons
Charlotte Watts and Gillian Fletcher head up Wilsons’ charities and contentious trust and probate team. The firm excels in acting for a diverse range of top clients across all areas of will disputes, from Inheritance Act claims and fraud to Variation of Trusts Act applications and trustee removal and replacement applications. Watts routinely handles high-profile matters, such as Court of Protection work, and Fletcher is highly knowledgeable of the Charity Commission’s regulatory framework. James Aspden is notable for his work on high-value cases involving new and old money trusts, while Peter Jeffreys has a wealth of experience in the charity legacy sector. Clare Dyer joined the team in October 2024.
Responsables de la pratique:
Charlotte Watts; Gillian Fletcher
Autres avocats clés:
James Aspden; Peter Jeffreys; Clare Dyer; Grace Chapman; Niamh Lewis
Les références
‘The charity team has built up a formidable reputation for excellence in advising across the whole area of charity law, from probate to contentious matters.’
‘The probate team is exemplary in dealing with administration cases and the contentious team has a depth of specialism second to none.’
‘Peter Jeffreys, James Aspden, Charlotte Watts, Grace Chapman, Niamh Lewis – all excellent, regular and appropriate communication.’
Principaux clients
RNLI
RSPCA
Macmillan Cancer Support
Blue Cross
PDSA
RNIB
Royal Star and Garter Homes
Battersea Dogs and Cats Home
Ashfords LLP
Ashfords LLP caters to a diverse client base, including a number of national charities, on a broad variety of matters, including Charity Commission reports and investigations, governance and compliance issues, fundraisings and M&A; the team also has specific expertise in legacy disputes. Robert Horsey is at the helm of the team, alongside Kerry Morgan-Gould and Michael Alden. Horsey is a specialist in contentious trust and property litigation, while charity expert Morgan-Gould represents prominent national charities as well as small local charities in disputes. Hannah Brittain also has expertise in legacy disputes, working with a broad range of national charities. Sasha Wicks is also recommended.
Responsables de la pratique:
Robert Horsey; Michael Alden; Kerry Morgan-Gould
Autres avocats clés:
Hannah Brittain; Sasha Wicks
Les références
‘Ashford LLP is a warm and friendly firm, providing a professional and knowledgeable service. I have found that they are very client-focused and are always willing to provide assistance with any issue no matter how small.’
‘Ashfords’ approach is empathetic but firm, which has been invaluable. They keep us up to date on matters and have had some really good results for us.’
‘Kerry Morgan-Gould and Sasha Wicks are both professional, approachable and reliable and have achieved excellent results for us.’
Principaux clients
The Royal Parks Limited
Principaux dossiers
- Handled a complex legacy dispute regarding the removal of a disbarred solicitor as executor and consequential recovery action of estate monies.
- Handled a multi-team matter, including the successful defence of 1975 Act claims brought by the Deceased’s step children, against the backdrop of a complex estate administration.
- Advising the The Royal Parks Limited in connection with the London New Year’s Eve Celebrations for 2024/2025.
Burges Salmon LLP
Catherine De Maid spearheads the philanthropy and charities team at Burges Salmon LLP. The team’s expertise spans pure charity law issues such as charity creation and governance issues, as well as private wealth and philanthropy work, often with cross-border elements. De Maid’s diverse client base includes charitable organisations and high-net-worth philanthropists, particularly those with a South African connection. Ross Simpson undertakes strategic land and rural property cases, while Jessica Chesterfield advises on corporate, governance, trustee and transaction issues. Jacob Ashforth and Scarlett Underwood are also key contacts.
Responsables de la pratique:
Catherine De Maid
Autres avocats clés:
Ross Simpson; Jessica Chesterfield; Jacob Ashforth; Scarlett Underwood
Les références
‘This team has been absolutely first class in providing the calm, experienced and flexible help.’
‘They all seem to be working together across teams to provide the legal support I require. They share with each other which makes time critical issues far more doable and their attention to detail and consummate expertise is hugely reassuring.’
‘Catherine De Maid could not have been better. They understand the complexities of what I needed and deliver at exceptional pace exactly the right documentation and advice.’
Charles Russell Speechlys LLP
Charles Russell Speechlys LLP’s charities team has expertise that spans the full range of charity law and legacy disputes, as well as property, construction, employment and corporate issues. Julia Cox leads the team and has extensive experience dealing with the Charity Commission, handling trustee liability issues and incorporations. Co-head Ian Brothwood presides over the firm’s strategic land team, advising on property mandates. Penelope Byatt lends her expertise to constitutional and governance matters and also has experience advising on mergers and the establishment of new charities.
Responsables de la pratique:
Julia Cox; Ian Brothwood
Autres avocats clés:
Penelope Byatt
Les références
‘The firm has excellent experience and understanding of the requirements of the UK Charity Commission. They combined this understanding with an understanding of our charity and were able to guide us through producing policy and grant-making documents.’
‘Penelope Byatt’s knowledge and communication of the Charity Commission’s requirements were outstanding.’
‘They deliver what clients need and have in-depth specialist knowledge.’
DAC Beachcroft LLP
The charities team at DAC Beachcroft LLP offers ‘seamless services’ to a wide array of charities, with a particular focus on health and social care charities, educational charities, and charities impacted by public law. Emma-Jane Dalley is at the helm, and predominantly caters to clients within the health and social care and education sectors; she offers advice on all aspects of charity, trust and company law, although she is notable for her specialisms in key strategic projects, transactions and commercial arrangements. Ann-Marie Gregory and Georgina James are also names to note.
Responsables de la pratique:
Emma-Jane Dalley
Autres avocats clés:
Ann-Marie Gregory; Georgina James
Les références
‘Clearly understood my perspective and my worries, and worked to ensure I was able to get on with other things in life.’
‘The DACB team have offered seamless services to our organisation. The team are responsive and offer practical solutions to real-day-to-day problems faced by the charity. The experience, know-how and can-do attitude is a really effective combination. ’
‘Emma-Jane Dalley is very respected and revered by our charity. She has a practical approach and has been able to manage our expectations realistically but still offering a confident approach.’
Principaux clients
Trustees of the London Clinic Limited
Nuffield Health
Our Future Health
Greensleeves Homes Trust
Helpforce Community
The Children’s Trust
Disabilities Trust (now known as BrainKind)
St Anne’s Community Services
The University for Newcastle Upon Tyne
Methodist Homes (MHA)
United Response
ESCP Business School (European Business School)
Royal College of Physicians
Royal College of Nursing
The Adolescent and Children’s Trust (TACT)
Department for Education
Hospital of St John and St Elizabeth
National Academy for Social Prescribing
The Healthcare Management Trust
Chartered Institute of Building
NHS England
Ellen MacArthur Foundation
Employer’s Network for Equality and Inclusion
Royal College of Paediatrics and Child Health
Nursing and Midwifery Council
The Trinity Challenge
Novalis Trust
Royal College of Occupational Therapists
Oasis Community Learning
Girls’ Day School Trust
Sustainable Hospitality Alliance
Home Group Limited
Northern Star Academies Trust
IBD Registry Limited
Primary Care Diabetes Society
Case Management Society UK
Royal Osteoporosis Society
Salisbury District Hospital Charitable Fund
Solent NHS Charity
University Hospitals Dorset NHS Charity
University of Manchester Students’ Union
University of Hertfordshire Students’ Union
Northumbria University
The University of Sunderland
Teesside University
Barnsley College
Durham University
Zurich Community Trust (UK) Limited
Young Life International
Southampton Hospitals Charity
Genomics England in relation to the Rare Therapies Launchpad
Chartered Institute of Taxation
University College of Estate Management (UCEM)
Haven House Foundation (Haven House Hospice)
Roedean School
The World Federation of Khoja Shia Ithna-Asheri Muslim Communities
National Autistic Society
Marine Stewardship Council
The King’s School in Macclesfield
The Donkey Sanctuary
Chartered Institution of Public Finance and Accountancy
National Lottery Community Fund
Local Information Unit Limited
Howden Group Holdings Limited
Emmaus Bristol
Mental Health First Aid England Community Interest Company
Northumbria Health Care National Health Service Trust Charity
The Dr Edward Bach Healing Trust
Tŷ Hafan
Principaux dossiers
- Advising the Trustees of the London Clinic Limited on an international collaboration with leading not-for-profit US healthcare group, Northwestern Medicine.
- Advising Nuffield Health on the development of its partnership arrangements with Icon Group.
- Advising the Royal College of Physicians of London on a number of charity governance issues.
Foot Anstey
Foot Anstey has expertise in a broad range of issues affecting charities, from legacy disputes and commercial matters to charity law and governance work. Legacy dispute expert Lucy Gill leads the charities team, which includes Emma Facey, who also specialises in legacy dispute resolution and administration issues. Anna Phillips is the firm’s key contact for property matters, while Gavin Holt heads up the charity estate administration offering.
Responsables de la pratique:
Lucy Gill
Autres avocats clés:
Emma Facey; Anna Phillips; Gavin Holt; Caroline Cowley; Lucy O’Boy
Les références
‘The team has a great insight into charities and what is important to us when administrating an estate on our behalf. They have a great eye for detail and are approachable with clear, pragmatic advice.’
‘Clear, understandable and pragmatic advice. The partners are always available as a first point of contact and shadowing throughout the matter. They have an understanding of the sector and what is important.’
‘Foot Anstey offers a unique service to charities, offering everything a charity of any size could want in legal support beyond the usual contentious cases and estate administration advice, such as property, employment and governance matters.’
Principaux clients
The Salvation Army
National Trust
The RSPB
Freedom from Torture
British Heart Foundation
Great Ormond Street Hospital
The Blue Cross
Save the Children
Royal Shakespeare Company
Scope
Hampshire Isle of Wight Air Ambulance
The Donkey Sanctuary
RNID
St Peter’s Hospice
MIND
Michelmores LLP
Michelmores LLP’s broad practice assists an array of charities, including those in the educational, environmental and animal welfare sectors. The charities and not-for-profit team excels in the full range of related matters, including legacy disputes, charity creation, regulation and governance issues, M&A, restructurings and other transactions and fundraising mandates. Edward Porter anchors the firm’s non-contentious offering and Tony Cockayne handles the contentious side. Promoted to partner in May 2024, Nerys Thomas specialises in conversions to a CIO, while Victoria Miller undertakes corporate issues such as charity law, structuring and trustee governance matters.
Responsables de la pratique:
Edward Porter
Autres avocats clés:
Tony Cockayne; Nerys Thomas; Victoria Miller
Les références
‘The Charities and not-for-profit team at Michelmores is incredibly flexible. They provide enthusiasm for any task, however atypical.’
‘Victoria Miller has been outstanding. She goes the extra mile to give our company the best outcomes and to give us the best chances of success in the non-profit sector. Victoria clearly works very hard, is always kind, and gives her clients her time generously.’
Tozers Solicitors LLP
The charities and social enterprise team at Tozers Solicitors LLP has technical expertise in charity law and governance issues, with a particular focus on charity creation, constitutional and governance matters, restructuring matters and Charity Commission work. The Exeter-based team is led by James Evans, who offers advice on an extensive range of issues from charity start-ups and registration work to corporate transactions and commercial agreements. Vernon Clarke’s expertise combines property and charity law, while Martin Laver has a wealth of experience in commercial dispute resolution. Stephen Jennings is an employment law specialist, while Amy Laver focuses her practice on charity governance.
Responsables de la pratique:
James Evans
Autres avocats clés:
Vernon Clarke; Martin Laver; Stephen Jennings; Amy Laver; Carly Cox
Les références
‘Key strengths of the team: expert guidance and actions, prompt action, always hitting deadlines, reassurance, constant timely updates, always available, always highly professional.’
‘James Evans gave excellent advice and support in drafting complex agreements. Amy Laver and other team members were similarly professional and gave expert advice on various issues. All had a calm ‘can do’ reassuring approach. We were impressed with their service.’
‘Tozers stand out from the crowd. They successfully blend their legal expertise with a friendly personal service, delivered with efficiency, with first class communication.’
Principaux clients
Hospiscare
South West Lakes Trust
Devon Wildlife Trust
Gloucestershire Wildlife Trust
Rowcroft House Foundation Ltd (Rowcroft Hospice)
The Dorset and Somerset Air Ambulance Charity
Dame Hannah Rogers Trust
Buckfast Abbey
Devon County Agricultural Association
Cricket Wales
South Devon Railway Trust
Exeter Royal Academy for Deaf Education
Jessie May Trust
Clare Milne Trust
WPA Foundation
Okehampton United Charity
Westbank Community Health & Care
Abbeyfield Dulverton & District Society
InFocus Charity
Devon Mind
Devon Federation of Young Farmers’ Clubs
Principaux dossiers
- Advised specialist healthcare logistics provider EMED Group on establishing a new corporate charitable foundation.
- Advised Dame Hannah Rogers Trust on the acquisition of its freehold Ivybridge site from Edward Gostling Foundation and related financing and security arrangements.
- Advised Hospiscare on its charity merger with Budleigh Salterton & District Hospiscare.
Stephens Scown LLP
The charity team at Stephens Scown LLP is headed up by Laurie Trounce, and the group is well-placed to assist charities in a variety of sectors, including the housing, educational, healthcare, environmental, recreational and heritage spaces. Alongside Trounce, Olivia Miller is an expert in charity law and offers advice on the full spectrum of matters, from charity creation to mergers and restructurings. Tim Walmsley and Eliot Quevedo are also key members of the team.
Responsables de la pratique:
Laurie Trounce
Autres avocats clés:
Olivia Miller; Tim Walmsley; Eliot Quevedo
Les références
‘The practice is very well able to tailor advice to the bespoke organisational needs and contexts of the client.’
‘The personal engagement of the Stephens Scown is appreciated.’
Principaux clients
Surfers Against Sewage
Cornwall Air Ambulance
Cornwall Wildlife Trust
Coastline Housing Limited
Transformation CPR
Age UK Cornwall
Charitable Giving
St Austell Brewery Charitable Trust
Wiltshire Wildlife Trust
Special Partnership Trust
Willans LLP
Willans LLP’s charities and not-for-profit team has expertise in a wide range of charity matters, including commercial property, employment and business immigration issues, as well as pure charity law. Matthew Clayton and Alasdair Garbutt head up the team; Clayton is an employment and business immigration specialist and Garbutt is a key contact for property transactions. Nigel Whittaker handles real estate matters, while Charlotte Cowdell and Megan Bullingham lend their expertise to commercial property work.
Responsables de la pratique:
Matthew Clayton; Alasdair Garbutt
Autres avocats clés:
Nigel Whittaker; Charlotte Cowdell; Megan Bullingham
Les références
‘It is the expertise that the team continues to provide that is so valuable to us. They continue to meet all of our needs in relation to commercial property services.’
‘They get the job done. Their good communication, especially in particularly busy times, has been appreciated.’
Principaux clients
Shelter, The National Campaign for Homeless People Limited
Sue Ryder
Trinity Hospice Shops Limited
Claire House
Marie Curie
Cheltenham Festivals
Cobalt Health
ICSA: The Chartered Governance Institute
International Corporate Governance Network
Caring for Communities and People
The Dean Close Foundation
Martha Trust (Hereford) Limited
Greenwich & Bexley Community Hospice Limited
Principaux dossiers
- Advised Cheltenham Festivals on the development of its Ethical Partnerships and Ethical Speaker Policies, and associated public statements.
- Advising Shelter on its national offices, London shops and property portfolio UK-wide.
- Assisted Sue Ryder with numerous transactions, both in relation to acquisitions and disposals of its substantial retail portfolio.