Establishment, registration & incorporation

From registering organisations with novel charitable purposes to achieving registrations in tight turnarounds, we’ve helped countless organisations to establish themselves as charities.

There’s no ‘one size fits all’ approach to setting up a charity. However, there are common stages and issues that we see every time. We’ll use our decades of experience to steer you efficiently through and get you up and running. It’s part of our history – we’ve registered many “firsts”, including the first charity to have promotion of sustainable development recognised as a charitable purpose by the Charity Commission.

How we help

If your charity has an unincorporated legal form, such as a trust or an unincorporated association, we can help you to decide if incorporation is the right step.   Generally these days we recommend that a charity is established in an unincorporated form where it does nothing but grant funding, or its operations are very simple. That’s because unincorporated charities do not have a ‘separate legal personality’ and there are circumstances where the trustees might have to meet the liabilities of the charity.

Incorporation is the process where we set up a new charitable incorporated entity and transfer the assets and liabilities to it from the existing unincorporated charity. You can draw on our expertise to decide if it’s right for your organisation, or consider other possibilities.

Perhaps you’re an established international charity looking to set up in the UK. We can support every step of your journey, from explaining the UK regulatory regime to advising on your immigration issues.

Choosing the right legal form

We can explore the angle of legal structures with you, to evaluate the best one to meet your needs.

You might want to consider:

  • Vehicles such as a charitable incorporated organisation, a trust, a company limited by guarantee or even a charitable community benefit society;
    How to involve members or other stakeholders in your governance;
  • Bespoke processes for appointing trustees
  • We’re also experienced in helping organisations spin out of other vehicles, and with helping entities achieve Royal Charter status.

We can also advise you on:

  • Defining your charity’s purposes
  • Drafting your governing document including defining your charitable purposes.
  • Registering with the Charity Commission, Companies House and HMRC, as well as other relevant regulators.
  • Drafting an essential suite of policies to make sure you’re legally compliant and can start your journey with solid governance foundations
Meet our team
You May Also Be Interested In

Briefing for Charities & Social Enterprises | 11 August

Our weekly round up of news and updates from across the sector. To help you navigate this week’s content, the links below will take you straight to content by topic. Charity Commission Beacon cyber security incident A cybersecurity incident has affected Beacon CRM, a widely used customer relationship management platform in the charity sector. The …
Read more

Faith-based charities and regulatory engagement: prevention and response

The regulatory landscape Regulatory action by the Charity Commission is increasing. There were 18% more regulatory concern cases, 25% more statutory inquiries and just under 60% more inquiry powers used in the Commission’s most recent financial period than its previous one. Common themes for the Commission opening investigations are governance failures, safeguarding issues, conflicts of …
Read more

Beacon CRM cybersecurity incident: what charities should do now

Many charities will have seen reports this week of a cybersecurity incident affecting Beacon CRM, a widely used customer relationship management platform in the charity sector. According to Beacon, unauthorised access to its systems resulted in copies of customer database backups being obtained by a third party, potentially affecting data held on behalf of over …
Read more

Briefing for Charities & Social Enterprises | 4 August

Our weekly roundup of news and updates from across the sector. To help you navigate this week’s content, the links below will take you straight to content by topic. Government news The Chancellor John Healey has announced that the Budget to move “power and money out of Westminster, and into every postcode around Britain” will …
Read more

Briefing for Charities & Social Enterprises | 21 July

Our weekly round-up of news and updates from across the sector. To help you navigate this week’s content, the links below will take you straight to content by topic. Charity Commission The Committee of Privileges has published a report considering the actions of the Charity Commission in relation to parliamentary privilege and two reports laid …
Read more