I specialise in advising charities and social enterprises on a range of governance, commercial and regulatory matters.
- Setting up new organisations, including charitable companies, charitable incorporated organisations (CIOs), community interest companies (CICs) and not-for-profit companies
- Changes to constitutions, including getting consent from the Charity Commission
- Mergers, incorporations, spin-outs/demergers and group restructures
- Support with decision-making processes, including general meetings
- Governance compliance, including policies, terms of reference, trustee training and governance best practice
- Engaging with the Charity Commission regarding regulatory consents, serious incident reports and regulatory compliance cases
- Fundraising compliance and contracts, including commercial participators, corporate partnerships, charity of the year arrangements, sponsorship, lotteries, etc.
- Contracts, including for services, partnerships, grants, joint ventures, terms and conditions, events, software development, publishing, MOUs, etc.
- Data protection compliance, including data protection audits, privacy notices, cookies, policies, subject access requests and data breaches
- Website compliance, including website audits and website policies
- Closing down solvent charities
- Political activity/impartiality and campaigning for charities
- Legal retainers for charities, to provide legal support on an ad hoc basis
- Preparing suites of template agreements for fundraising, partnerships, services and grants
- Supporting a large international membership organisation through controversial changes to its articles of association
- Advising a large charity on its separation from a Government body
- Advising students' unions on incorporation, constitutional matters and Education Act 1994 compliance
- Advising interim managers appointed by the Charity Commission in relation to governance matters
- Supporting a household name charity to comply with the Gambling Act in respect of its lotteries
- Supporting a large household name charity with various contracts for a high-profile fundraising event
- Data protection audit for a charity that deals with lots of sensitive personal data relating to children
- Advising on the demerger of a project from a London-based university into a CIC
- Setting up a corporate foundation for a household name footwear retailer
- Advising on the options for structuring the relationship between a charity and local groups supporting the charity
- Advising two charities on issues arising from a failure to properly file changes to their articles of association
- Preparing user-friendly short form agreements for charities to enter into with content contributors
- Supporting charities with suites of policies and procedures