Managing a Charity

With the regulatory and compliance requirements in this sector constantly developing, we understand how important it is for charity trustees and management staff to understand their duties and responsibilities fully.

Similarly we have a great deal of experience in revising and amending charitable structures and governing documents and liaising with the Charity Commission, Privy Council Office and other regulators as necessary. 

The lawyers at Lee Bolton Monier-Williams offer a full range of legal services to help charities in their day to day functions and when specific issues arise, including advice and work relating to:

  • Application of income and capital
  • Charity land and property (including almshouses)
  • Commercial interests
  • Company secretariat
  • Compliance and regulatory (including reporting requirements)
  • Conflicts of interest
  • Constitutional structures and amendments
  • Data protection and freedom of information
  • Dispute resolution
  • Employment and pensions
  • Ethical investment
  • Fundraising and legacies
  • Governance
  • Insurance
  • Intellectual Property
  • Mergers and winding-up
  • Policies
  • Public benefit
  • Restricted funds and permanent endowment
  • Safeguarding
  • Tax and Gift Aid
  • Trading companies
  • Trustees
  • Working internationally