Due to the tax advantages associated with the running of such an organisation, charities find themselves subject to a variety of rules and regulations.
We work closely with our charity clients in providing advice on all aspects of charity law, including:
- Establishment of charities
- Structural and constitutional issues
- Compliance with Charity Commission requirements
- Management and trusteeships
- Employment advice
- Investment, acquisitions and disposals
- Property management, development, sales and acquisitions
- Commercial litigation
Charities, of course, face many of the same issues as other businesses. As such, we are able to offer a ‘one stop’ service and can advise you on whatever legal problem you come up against, whether that be ironing out the details of a fund-raising agreement, protecting your logo, or dealing with employment issues.
Our Charities team has a long-established and broad client base of charities and other not-for-profit organisations, steadily built up over our 50-year history. The firm has acted for charities whose objects span a wide spectrum, from animal welfare to the creative arts. We have developed particularly strong connections with charities and not-for-profit organisations in the Sport and Christian church sectors. We have advised charities with various types of constitutions and structures, including trusts.
Some of our key charity and not-for-profit clients include: Llamau, Christians in Sport, The Football Association of Wales (and FAW Trust), War Paws, Mackintosh Evangelical Church, Kaleidoscope Project, ARCH Initiatives, Sport Wales, Welsh Rugby Players Association, Hockey Wales, Welsh Sports Association, The London Early Years Foundation, Audrey Tyler Trust, Clwb Ifor Bach and Welsh Netball.
The firm achieved ‘Tier 2’ ranking for Charities and Not-for-profit in Wales, in The Legal 500 2021 edition.
Rebecca McCarthy, Solicitor
Rebecca joined the firm in 2008 as a paralegal and later completed her solicitor training contract, which from the outset included working with our sports and charity clients. Rebecca qualified as a solicitor in 2012 and joined the firm’s corporate/commercial department. Rebecca is the firm’s lead lawyer advising clients on Charities law matters and developing the firm’s Charities and not-for-profit sector work. Rebecca is recognised for the quality of her advice on Charities law matters, particularly charity formations and corporate governance matters. Rebecca is ranked as ‘Rising Star’ for Charities and Not-for-profit in Wales, in The Legal 500 2021 edition and is a member of the Charity Law Association.
Mark is responsible for leading the development and implementation of the firm’s new strategy launched in 2016, which includes an increased focus on certain industry sectors in which the firm has and will continue to develop expertise, namely: Charities, Sport, Technology, and Media and Entertainment.
Mark’s key charity and not-for-profit clients include: the Football Association of Wales, Sport Wales, the FAW Trust and the Welsh Rugby Players Association.
Siôn joined Loosemores in May 2017 as a Partner to lead the firm’s corporate transactional work.
Siôn has a wealth of experience advising businesses of various sizes, from PLCs to start ups as well as charities and the public sector. He has expertise in a range of corporate matters, from mergers and acquisitions to management buy-outs and equity investments. He is a trustee or director of several charities and not-for-profit organisations such as Nai and Clwb Ifor Bach, and he has also been involved in the management of the National Eisteddfod of Wales.