UK

South West

Charities


Due to the number of tables in this section, the editorial is in alphabetical order by firm name.

Charities - South West

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Basic facts about the department

- Office locations ranked: Bristol

What the team is known for Advising charity and social enterprise clients on a range of issues, including real estate, pensions and tax. Collaborates extensively with the education group and can count a number of colleges and universities amongst its clients.

Notable practitioners  

Charles Wyld is a key contact at the firm.

Basic facts about the department

- 7 partners
- 9 other qualified lawyers
- Office locations ranked: Cheltenham

What the team is known for Full-service team providing market leading advice to a range of charitable bodies. Integrated approach, enabling the practice to provide expert IP, pensions and reputation management advice to third-sector clients, as well as core advice on incorporation, governance, property and employment matters.

Strengths (Quotes mainly from clients)
Efficiency: "The firm is extremely efficient, quick to respond and considerate."   

Notable practitioners  

Christopher Page is considered to be a "highly intelligent lawyer who has a wide range of knowledge in this field and considerable relevant experience." He garners further acclaim for his "quietly spoken but authoritative demeanour" and ability to work effectively with all parties. He has recently handled matters encompassing governance, employment and property issues.

Significant clients The Ernest Cook Trust, Marie Curie Cancer Care, Haigh Housing Trust, The Royal Air Force Benevolent Fund, The Summerfield Charitable Trust.

Basic facts about the department

- 7 partners
- 11 other qualified lawyers
- Office locations ranked: Exeter

What the team is known for Sizeable client base comprised of both regional and national charities. Particular expertise in assisting with the legal aspects of mergers, joint ventures and asset transfers, as well as the ability to advise clients on incorporation, governance matters and contentious probate.

Strengths (Quotes mainly from clients)
Commercial awareness: "When assisting with issues they take a holistic view of the business and are not purely focused on the technical legal issues. I feel confident that they are providing clear and appropriate advice."

Market standing: "The firm is organised in such a way that enables it to stand out from the crowd."  

Work highlights Assisted the Elizabeth Svendsen Trust for Children & Donkeys with the legal aspects of its merger with the Donkey Sanctuary.

Advised St John's School Trust upon the transfer of its assets and liabilities to International Education Systems.

Notable practitioners  

James Evans is lauded as a "highly experienced and specialist lawyer in the field of charity law, who looks after the interests of his clients in a caring and professional way." He led the team advising the Elizabeth Svendsen Trust for Children & Donkeys in the aforementioned matter.

In a recent work highlight, Anna Roderick assisted Surfers Against Sewage in its successful registration with the Charity Commission. She is recognised as one of the strongest associates in the market.

Significant clients Darlington Hall Trust, ShelterBox Trust, Cornwall Care, Royal Shakespeare Company, Eden Project.

Basic facts about the department

- 2 partners
- 3 other qualified lawyers
- Office locations ranked: Exeter

What the team is known for Offers the full range of services to charities, including advice on fund-raising, tenancy, property development, employment and legacy disputes. Strong client base of regional charitable organisations, including several religious organisations and dioceses.

Strengths (Quotes mainly from clients)
Client service: "They are fast to respond and very friendly. They ensure that we understand each step of the work and how it might affect any subsequent decisions we may need to make."

Responsiveness: "They are prompt to respond to our enquiries and they have a very high standard of customer service. Furthermore, they have an excellent understanding of our business and are proactive in offering us support."

Market standing: "If I had a conflict, I would certainly recommend them." 

Work highlights Assisted Cornwall Hospice Care with the negotiation of a lease of premises for a charity shop.

Acted for Devon Air Ambulance Trust in negotiating the lease for charity shop premises.

Notable practitioners  

Tony Cockayne is a key contact for the practice.

Significant clients Exeter Diocesan Board of Finance, Devon Air Ambulance Trust, Disability Cornwall, Literature Works.

Basic facts about the department

- 2 partners
- 10 other qualified lawyers
- Office locations ranked: Bristol

What the team is known for Full-service offering, advising charities on sector-specific issues such as establishment and governance, as well as broader commercial concerns including employment, property, trusts, tax and pensions. Specialist knowledge of suitable corporate structures for third-sector entities, such as community interest companies, industrial and provident societies, and guarantee companies.

Strengths (Quotes mainly from clients)
Client service: "The service provided was excellent."  

Work highlights Advised MITIE upon the establishment of the MITIE Foundation. Advice pertained to the avoidance of a potential conflict of interest.

Conducted a full review of the Tanzanian Coffee Research Institute's governance arrangements.

Notable practitioners  

Alexandra Casley is a key contact at the firm.

Significant clients Shaw Trust, St Monica Trust, UWE Students' Union, Bristol Zoo, Hazelhurst Trust.

Basic facts about the department

- 1 partner
- 7 other qualified lawyers
- Office locations ranked: Bath

What the team is known for Highly regarded for its advice to clients on incorporation, constitutional issues and governance. Broad client base, including several dioceses and religious organisations, as well as care homes, schools and amateur sport clubs.

Strengths (Quotes mainly from clients)
Client service: "The firm stands out for the service it provides. For this reason, I would have no hesitation in recommending it to anyone who desires a first-class service."

Value for money: "The fee arrangements were very fair and reflected the degree of expertise provided by the firm."  

Work highlights Assisted The Congregation of the Sisters of Nazareth Charitable Trust with a major restructuring process.

Provided constitutional advice to Bearwood College as it settled its protracted dispute with the Royal Merchant Navy School.

Notable practitioners  

Michael King impresses clients with his "comprehensive knowledge of educational charity law," and he is noted for his "ability to identify and pursue the key issues with professionalism." He regularly advises charities on constitutional matters.

Leading associate Alexandra Whittaker is commended for her willingness to "take time to fully understand what clients are looking for, and then to undertake the relevant work in a diligent manner."

Significant clients St Benedict's School, Roy Fletcher Charitable Trust, Nonna Materkova, Religious Sisters of Charity, Porticus UK.

Basic facts about the department

- 2 partners
- 2 other qualified lawyers
- Office locations ranked: Exeter

What the team is known for Serves clients across a range of sectors, including education, theatre and health, on incorporation, constitutional issues and mergers. Strong specialism in advising schools upon the legal aspects of converting to academy status.

Strengths (Quotes mainly from clients)
Efficiency: "The standout quality when dealing with Tozers is its professionalism. When they promise to do something they do it well, on time and at the amount quoted."

Industry knowledge: "The breadth of knowledge is such that there are no gaps in their offering."   

Work highlights Advised Devon Wildlife Trust on the legal aspects of its new constitution and its change of name.

Assisted Exeter Leukaemia Fund with issues pertaining to its possible incorporation as a charitable organisation.

Notable practitioners  

Sources recognise Richard King as a "genuine charity specialist," who "shows a willingness to look for solutions." He recently assisted Canons Regular of the Lateran in its establishment of a new constitution and amalgamation into a separate charitable trust.

Significant clients Buckfast Abbey Trust, Plymouth Diocesan Trust, Trinity School Teignmouth, HCPT - The Pilgrimage Trust, Shared Lives South West.

Basic facts about the department

- 15 partners
- 27 other qualified lawyers
- Office locations ranked: Bristol

What the team is known for Offers a comprehensive service covering governance, employment, property, finance and corporate matters for third-sector clients. Strong expertise in advising independent schools, as well as other education sector clients, arts charities and the broader charity sector.

Strengths (Quotes mainly from clients)
Client service: "The services have invariably been excellent. Their advice has always been valued and well received."  

Work highlights Advised Henshaws Society for Blind People on the restructuring of its charitable operations.

Assisted The Royal Hospital for Children Bristol Appeal with charities law compliance issues arising from fund-raising events.

Notable practitioners  

Departmental head Con Alexander is considered to be "deeply knowledgeable about all aspects of charities law and completely commercial in his approach to client work." He is further commended for his "clear, concise and correct explanations" and his "tremendous ability of understanding what clients want."

Barney Northover is lauded for his ability to "think strategically around restructuring and merger issues." He recently represented The Lytham Schools Trustee in an appeal brought before the Charity Tribunal.

Significant clients Community Services Volunteers, Dutch Oak Tree Foundation, London Symphony Orchestra, Royal British Legion, St Paul's School.

Basic facts about the department

- 3 partners
- 2 other qualified lawyers
- Office locations ranked: Cheltenham

What the team is known for Strong record advising charitable organisations on property matters, including leasing, acquisition and sale, and developments. Also has the capacity to advise on constitutional matters.

Strengths (Quotes mainly from clients)
Client service: "The team is professional, open and creative." 

What's new? Nigel Whittaker is a new lateral hire at partner level, having joined from Charles Russell.

Work highlights Advised Lilian Faithfull Homes upon the property and commercial aspects of its purchase of the freehold of Dowty House.

Assisted Sue Ryder with the sale and leaseback of several retail premises.

Notable practitioners  

Nigel Whittaker is a recent lateral hire with considerable traction in the local marketplace, especially in matters concerning property and construction. He is perceived to be "reliable and timely" and is said to "exude a quiet confidence." 

Significant clients Shelter, Macmillan Cancer Support, Scope, RSPCA, Cheltenham Festivals.

Other Ranked Lawyers 其他上榜律师

The "pragmatic and commercial" Mark Woodward of Bond Dickinson heads this team and leads on many of its key mandates. He recently assisted Shaw Trust with the legal implications of its merger with Careers Development Group.

Senior associate Helen Furneaux of Stephens Scown LLP receives widespread recognition for her ability to "understand the context in which charities operate and provide relevant advice." She advises on formation, governance, mergers and strategic reviews, as well as working alongside colleagues in the firm's property and employment teams to advise charities on commercial matters. 

Foreign Experts

Foreign Experts are individuals with expertise in a different jurisdiction to the one they are based in. These individuals are particularly highly regarded for international and cross-border work. Usually, they will be identified in the jurisdiction in which they are based and in their country of expertise.

Senior Statesman

A 'Senior Statesman' is a lawyer who no longer works hands-on with the same intensity but who, by virtue of close links with major clients, remains pivotal to the firm’s success.

Eminent Practitioners

'Eminent Practitioners' are highly influential lawyers in a particular practice area who, due to managerial or client relationship commitments, are less active in day-to-day work but remain key players in the team.

Other Noted Practitioners

Other Noted Practitioners are individuals who have not yet been ranked but are seen to be active and accomplished in this area of law.

Other Noted Firms

Other Noted Firms are firms that have not yet been ranked but are seen to be active and accomplished in this area of law.