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Relevant Experience

Charities

Advising the Trustees of a charity in respect of the re-negotiation of multiple service level agreements.

Assisting an existing members organisation to amend its rules to enable it to become a charity.

Advising an established charity on the creation of a wholly owned subsidiary to enable it to undertake a redevelopment of an existing building to enable creation of a community hub, including assistance with borrowing to fund the project and obtaining funding from the Big Lottery Fund.

Advising on the creation of a new museum, in particular on the best form of legal entity to use, the process to obtain registration with the Charity Commission, the employment contracts of staff and the acquisition of land for the site.

Legacy Management

Advising a national charity in defending a spousal claim for reasonable financial provision under the Inheritance Act, for a legacy worth in excess of half a million pounds.

Advising a national charity in connection with a claim against Executors in relation to the sale of a share portfolio, and a consequent CGT liability which could have  been avoided.

Successfully defending a challenge to the validity of a will on behalf of a large regional charity.

Advising a large national charity on a challenge to a will on the basis of lack of testamentary capacity.

Advising a national charity in relation to costs claimed by the executors of an estate.