My role

I am an executive in the governance and commercial team, specialising in charity law, governance and education. I enjoy working with passionate and enthusiastic charities and not-for-profit organisations. 

I am responsible for creating new charities and establishing them at the Charity Commission. I also work with charities in relation to their governance and restructures, property arrangements as well as the incorporation of charitable trusts and unincorporated associations.

I also work with schools converting to become academies including multi-academy trusts.

My experience

I work with a range of charities including those with a faith basis. I regularly establish charitable incorporated organisations and charitable companies registering with the Charity Commission and, if appropriate, Companies House. 

I advise charities in relation to the holding of their property, including preparation of Deeds of Appointment and Retirement, Vesting Declarations, the amendments of property trusts, and advising on the use of proceeds of sale. I have also assisted a number of charities in relation to entering into legal charges from monies received from a Christian lender. 

I support a grant making charity by providing its administrative services. I manage the grant applications for the trustees and attend the trustees’ meetings as well as filing the appropriate papers at the Charity Commission, for example, annual returns.

I work with schools to take them through the process of becoming or joining a multi-academy trust. This includes drafting Memorandum and Articles of Association, Funding Agreements and Commercial Transfer Agreements.

My specialisms

  • Charities – establishment, registration and governance
  • Asset transfers
  • Grant making charities
  • Charitable property
  • Education – academies, multi-academy trusts

Latest articles

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Probate court fee increase

Both the BBC and the Daily Mail have reported that the Government has decided not to go ahead with the proposed probate court fee...

60 seconds with Sheree Green
60 seconds with Sheree Green

STEP produced a '60 seconds with Sheree Green' interview. Sheree is court of protection lead and senior associate at Anthony Collins Solicitors.

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