Gateley

Charity Law

Charity Law

We provide a comprehensive, UK-wide service for charities and their trustees, dealing with all elements of charity law. Charities and other organisations operating in this sector face increasingly demanding legislative responsibilities and the need for growing levels of professionalism.

There have been a number of recent legal developments which could have significant consequences for charities and requires specialist legal knowledge and focused advice from across a range of disciplines adapted to meet the needs of this distinct sector.

We are here to offer expertise across all aspects of charity law, including:

  • Setting up charities
  • Changes to charitable objects and other constitutional issues
  • Ethical financial management and investments
  • Charity administration, accounts and annual returns
  • Taxation issues
  • Trustees' duties and responsibilities
  • Real estate acquisitions and transfers
  • Advising housing associations and other social landlords
  • Trading and fundraising, contracts and partnerships
  • Protecting trademarks and other intellectual property
  • Employment law issues including pensions and benefits
  • Dealing with OSCR/Charity Commission/HMRC/FCA and other regulators on charities' behalf

The Charity Law team is complemented by other specialists within our Private Client & Financial Services team. The team includes Independant Financial Advisors, Taxation Specialists, Real Estate Experts; Employment, Pensions and benefits advisors as well as Public Sector expertise.

Related news, events
and publications

News

17th December 2012

Cash Clinic: Inheritance tax

I have two daughters who will inherit equally. I have taken out Equity Release (ER) on my property - current value 450K. I have a term assurance policy with 14 years to run to more than cover the equity release made out in trust to both the girls. Am I right in thinking that : 1. the policy does not form part of my estate therefore will not be liable for inheritance tax 2. Inheritance tax will only be payable on the remaining value of the property after the ER has been repaid even though this will be done by means of the insurance policy.

“Provide an outstanding quality of service”

Legal 500 2012

“Their services have been very professional, skilled and personally supportive in an area of some complexity and considerable importance for us”

William Bryden, Director, Edinburgh Headway Group Charity

Contacts

England

Birmingham

Adrian Mabe
Adrian Mabe

dt: +44 (0) 121 234 0138
df: +44 (0) 121 234 0215
m: +44 (0) 7974 353 479
e: Adrian Mabe

Scotland

Edinburgh

Douglas Hunter
Douglas Hunter

dt: +44 (0) 131 222 9835
df: +44 (0) 131 222 9800
m: +44 (0) 7899 802 881
e: Douglas Hunter