Experience

After training here at Bates Wells, I qualified as a solicitor in the Charity & Social Enterprise team. I advise charities, not for profit organisations and businesses with a social purpose across a range of issues. The work I do includes advising on charity formation and registration, contract drafting and contractual reviews, governance, intellectual property advice, regulatory compliance as well as general charity law.

Highlights
  • I have advised a charity client on their template fundraising documents. I created a new suite of template documents that included provisions that complied with the requirements under the Charities Act 2016 and the Code of Fundraising Practice. Prepared accompanying guidance notes to assist the fundraising team in using the new documents and to assist with future negotiations.
  • I advised a charity client on a regulatory investigation by the Charity Commission. This included responding to requests for information and questions about the charity’s governance structure. The work also involved challenging certain decisions made by the Commission and updating a number of the charity’s policies and procedures.
  • I advised a client who wanted to start running a society lottery. I advised on the appropriate vehicle for the lottery licence, the application with the Gambling Commission, society lottery compliance and the contract with the External Lottery Manager.
  • I have delivered training seminars on an Introduction to Copyright and Monetising Intellectual Property in collaboration with Creative Industries Federation.
  • I advise on constitutional and operational issues for charities and social enterprises, including advising on conflicts of interest, procedure and other governance matters
  • I’ve advised on grant funding agreements and conditions
  • I advise on society lottery regulation, including contracts with External Lottery Managers, delivering of bespoke training and responding to regulatory investigations
  • I’ve acted on mergers between charities and not-for-profit organisations
  • I’ve acted on transfers of services, out of larger charities and local authorities
  • I have worked on incorporations of existing charities, including establishing a corporate entity, undertaking due diligence, drafting the relevant agreements and dealing with the unincorporated charity post-transfer
  • I advise on constitutional reviews and alterations, including liaising with the Charity Commission for Charity Commission consent where necessary.
  • I advise charities on their engagement with various regulators including the Charity Commission, the Fundraising Regulator and the Gambling Commission