Social Finance

As champions of the Impact Economy, social finance has been close to our hearts for over two decades.

If you’re thinking of making a social investment, or if you’re a civil society organisation or purposeful business raising finance, we can help.

We have a deep understanding of the issues faced by those seeking to make – or raise – investments which not only provide a financial return, but create positive value for society as well.

Most social finance transactions call for a tailor-made approach, to honour the integrity and social purpose of the organisation receiving investment. Our advice centres around this.

We don’t just advise on the law in this field, we shape policy and the most significant developments around it. We made the argument for the creation of the statutory social investment power for charities, worked with Government on the design of social investment tax relief, and structured key institutions such as Big Society Capital, Social Finance and Charity Bank.

How we help

If you’re an investor, an intermediary or a civil society organisation looking for advice on your social investment activities, we can give practical, bespoke advice.

We can support you in structuring and documenting the whole spectrum of social finance transactions and activities. This includes investments in the form of loans (secured and unsecured, senior or subordinated), equity, quasi-equity (including revenue participation and royalties), investment funds, crowdfunding and others.

We can also support you in navigating through the legal and regulatory issues that may arise from your investment, including charity law issues, FCA regulatory considerations and related constitutional and governance issues.

Supporting European sustainable businesses – Bates Wells partners with Department for International Trade

Bates Wells has partnered with the Department for International Trade’s (DIT) Sustainable Fast Track UK initiative, to help sustainable European businesses to set up in the UK.