The go to team for excellent technical ability and the experience needed to advise on more complex affairs.
For over 30 years our charity solicitors have been advising charities and social enterprises of all shapes, types and sizes, including foundations, incorporated and unincorporated charities, charitable incorporated organisations, community interest companies, not-for-profits and community benefit societies.
Our varied and extensive experience means we understand the environment and unique regulatory landscape you operate within and the funding and other challenges you face but we can also help you identify take advantage of the organisational and operational opportunities these present. From governance and compliance issues, mergers, fundraising, commercial structures and property matters, joint working, safeguarding, employment and people needs, our charity lawyers can help.
Our seamless service gives you the peace of mind to know all your legal requirements are in safe hands, allowing you can get on with delivering your vital work.
Work we have done
Charity and Social Enterprise Law
- Advising a grant making foundation on governance and charity law compliance
- Advising on the establishment of a CIC with a substantial endowment and other funds from Big Society Capital and other major funders to operate an evergreen fund to support social and charitable enterprises
- Advising a grant making foundation on governance and contract law matters
- Advising a charity on grant and loan arrangements and reorganisation of previous funding arrangements
- Advising a foundation on governance and charity law compliance
- Advising a football charitable foundation on the creation of subsidiary companies to develop and operate a multi-million pound community facility and on related governance, conflicts of interest, funding, property, construction and tax arrangements
- Advising a children’s hospice on sponsorship agreements, relationships with its subsidiaries, and a review of its governing documents
- Advising on the creation of a Manchester based social enterprise
- Advising a religious charity on governance, trustee training, roles and responsibilities and conduct of meetings
- Advising a charity aimed at supporting the elderly on governance issues and review of its governance arrangements
- Advising a Durham based charity on governance, contracts and event management arrangements
- Advising a charity set up to exploit a historic building and its use as a social and economic development hub
- Advising a company on the establishment of its associated foundation
- Advising a school charity upon the arrangements consequent upon the school becoming part of a multi-academy trust
Commercial law
- Advising a University on governance and charity law compliance, including a review of its multi-million pound endowment grant making fund and on use of charitable bequests
- Advising a contemporary art gallery on a collaboration with a local University
- Advising a charity on the creation of a group structure and intra group arrangements, contracts and merger
- Advising a charity on a spin out from the Arts Council
- Advising a mental health charity on establishing a trading subsidiary
- Advising the members of a charitable body on the closure of the charity and the application of its assets
Employment
- Advising on TUPE issues in relation to the transfer of a number of community centres to a social enterprise
- Advising a charity that runs numerous museums on a TUPE transfer and the terms and conditions of employees in relation to the transfer of four museums from the local authority to the charity
- Advising a community interest company on numerous transfers of staff from NHS Trusts into the community interest company, including 111 and out-of-hours services
- Advising a large nationwide charity on a large project to harmonise the terms and conditions of staff that had transferred into the charity over many years through mergers and TUPE transfers
- Advising a number of charities on National Minimum Wage issues including the application of accommodation allowances and salary sacrifice schemes.
- Advising a charity and a public funded body on the use of a joint employment model
- Advising on a complex dismissal for poor performance with the reasons for that performance being based on environmental concerns of the employee.
- Advising on a complex grievance process in which multiple employees raised concerns formally and informally against a manager to the point that the organisation lost trust in that individual as an employee.
- Advising on multiple redundancy scenarios caused by the reduction in funding through the UK Shared Prosperity Fund.
- Advising on the management and dismissal of an employee on long term sick for mental health concerns which are likely to be regarded as a disability under the Equality Act 2010 and alternative cover arrangements in the charity shop where the individual worked.
- Advising on the calculation of holiday pay for part time workers.
- Advising a charity implementing a new pay structure on equal pay considerations.
Property
- Advising a national retail charity on their property portfolio. Our work has involved advising on:
- disposals of surplus properties whether by private treaty or auction
- lease renewals (whether opposed or unopposed)
- portfolio management advise, such as deeds of surrender, variation and assignment.
- Disputed break notices
- dilapidation claims
- Advising a regeneration charity on the asset management (i.e. lease renewals and portfolio management) in relation to their land holdings in England and Wales.
- Advising a national healthcare charity on their portfolio in England and Wales. This has included creating a data base for all of their properties, scanning and scheduling all of their title deeds and advising on the disposal of surplus properties whether by deeds of surrender or private treaty or auction sales.
- Advising a national charity in a deal with its JV partner (a national joint venture partnership between the charity and a specialist partnering developer) which will see the development of four Grade II-listed canal buildings into luxury housing in Hertfordshire. The £14 million scheme will lead to the development a historic complex of former canal lock workshops on the Grand Union Canal. Profits derived from the joint venture partnership go towards helping the repair and upkeep of historic canals
- Acting for a national charity who are responsible for over 2000 miles of waterways in England and Wales and an extensive portfolio of landholding. Our transactions have ranged from assisting in tenant portfolio management to more complex matters
- Advising a national charity in relation to the protection of their interests in respect of a number of Development Consent Order applications for Nationally Significant Infrastructure Projects across the country
- Advising a charity’s on its involvement to manage and maintain the green space at Whitehill and Bordon which is a complex, £1bn, multi-partner, 15-year collaborative and transformational place-making programme seeking to deliver some 3,350 new homes; 5,500 jobs and create nearly 100,000sqm of new commercial, retail, and leisure floor space. The appointment of the charity working with the partners to manage, protect and enhance the green space through the provision of SANGs (suitable alternative natural green-spaces) and the wider development
- Advising a charity on its involvement to manage and maintain 176 acres of parks and open spaces at the Beaulieu development on the outskirts of Chelmsford with the Developer Countryside (Zest) LLP
- Advising the Land Trust on the acquisition, management and maintenance of 325 acres of open space at New Lubbesthorpe. This is a large scale greenfield development on the outskirts of Leicester which will ultimately will comprise the development of 4,500 homes
- Acting for a charity on the agreement to acquire 130 hectares of land at Canvey Wick Nature Reserve in Canvey Island, Essex from a supermarket chain. The land acquired was equivalent to 180 football pitches and involved overcoming significant challenges given that the site was a Site of Special Scientific Interest and a former oil refinery
- Acting for a charity in relation to:
- Redevelopment of a former concrete batching plant near Tring, Hertfordshire into a small scale residential development. Work included advising on the development agreement, infrastructure documentation and residential sales to end users
- Joint venture development agreement over a site in Gloucester conditional on planning, remediation, vacant possession and viability. This involved dealing with the initial site assembly, negotiation of pre-lets and ultimate disposal to an investor
- Advising a national charity on the infrastructure and utility aspects of large scale development projects for the a charity. Recent projects have involved:
- Advising on the impact of the Thames Tunnel Project on their property and infrastructure
- Advising on a variety of infrastructure agreements needed for a development at Banbury which comprised circa 2,000 homes, a supermarket and a new school
- Advising on the Maida Vale Flood Elevation Scheme
- Advising on the various infrastructure agreements to authorise the use of the gas network (with entities such as National Grid, Cadent, Northern Gas Networks, Wales and West Utilities and Southern Gas Networks
- Advising the Dean and Chapter of Newcastle Cathedral on the acquisition of a large multi-let, mixed use city centre building and associated landlord and tenant matters
- Acting for a charity in relation to fit out and refurbishment works being carried out by their tenant, and ensuring that the necessary construction documentation was in place to protect the charity’s position
- Acting for a large catholic charity on a development project involving several leases for the provision and development of an adult care facility, youth centre and community centre. The firm advised on charity, property, funding and construction issues
- Acting for Northumberland National Park Authority in obtaining planning consent for “The Sill Project” a £12 million visitor and educational centre situated on a World Heritage Site near the Roman Wall Northumberland. The Sill Project won “National Planning Permission of the Year” in the Planning Magazine Awards 2015. Work for Northumberland National Park Authority included planning advice, general property advice in respect of a joint venture with the Youth Hostel Association and construction and procurement issues
- Advising a charitable trust on property issues in relation to the transfer of Archives to a Council
- Advising a heritage charity on the transfer of property from the Official Custodian to a new incorporated charity
- Advising a football charitable foundation on, and assisting with, all legal aspects of a major new development providing sports, educational and community facilities together with offices for the charity in a busy city centre location
- Advising a Durham based housing and social care charity, founded by a Bishop of Durham, and its related, historic trust corporation body on its permanent endowment assets, on the relationship and the property asset holding arrangements between the two organisations