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
I have been recognised for the work I do
Community amateur sports clubs

HM Revenue and Customs introduced the Community Amateur Sports Club (CASC) Scheme in April 2002. This article serves as a general update as to the requirements of registration of a CASC, structures of a CASC and the benefits of being a CASC.

Converting to a Charitable Incorporated Organisation
Converting to a Charitable Incorporated Organisation

It was first referred to in the Charities Act 2006 (which was subsequently replaced by the Charities Act 2011) but it has finally been announced that charitable companies are able to convert to a charitable incorporated organisation (“CIO”).

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