Walker Morris has an experienced Charities Team with in-depth knowledge of the various legal constraints on charities, including exempt charities in the education sector.

The Team has a broad client base including high profile national charities such as the NSPCC and the Coalfields Regeneration Trust. We are a member of the Charity Law Association and regularly advise the third sector, private and public sector clients on a range of issues, from high profile mergers and acquisitions to setting up public sector joint venture companies.

Our charity experience includes establishing new charities, providing advice on setting up innovative charitable structures for public and private partnerships, local authorities and other public sector organisations. We have substantial experience of acting for the trusts/companies established to carry out outsourced public services and can advise on the process involved in the procurement of public services and tendering for contracts. We also provide guidance on applications and respond to queries from the Charity Commission regarding the satisfaction of public benefit requirements.

The Team also provides expert opinion to public bodies on charity law issues. For example The Public Administration Select Committee (PASC) conducted a post-legislative scrutiny inquiry into the impact and implementation of the Charities Act 2006. Walker Morris, as a member of the Charity Law Association (CLA), was involved in the drafting of a report on behalf of the CLA for submission and consideration by Parliament, a copy of which can be found here.

We provide constitutional and governance advice to our charity clients including the drafting of governing and ancillary documentation and amending governing documentation to suit our clients’ needs. We can advise on the establishment of social enterprises with or without charitable status and existing social enterprises on whether to apply for charitable status.

We offer ongoing support and assistance in the form of charity trustee training, including training packages specific to local authorities’ role as trustees of charities and trustees of charities in the education sector. We produce regular newsletters to keep clients informed of current issues and developments affecting the sector, legislative updates and useful commercial and practical guidance.

The Team produces regular guidance for our charities clients. Some examples of these include:

In addition, we have put together this handy booklet to summarise your key duties and responsibilities as a trustee. Please click here for your guide to being a better trustee.