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Charities

Our charities experts have a wide ranging experience in working with local and national organisations in the third sector.

Charities frequently need advice encompassing a range of areas of law, and may have specific obligations under charity or company law depending on the type of charitable organisation. Our experts are experienced in advising in a range of issues affecting charities, including:

  • Claims affecting legacies
  • Disputes concerning the administration of estates
  • Administration of estates, including experience in acting for charities acting as executor.
  • Charity structure, governing documents and Charity Commission registration
  • Property
  • Employment
  • Contracts
  • Dispute resolution
  • Fundraising & grants
  • Charitable trusts
  • Trustees duties and responsibilities

We support a variety of carefully selected charities through Will schemes and corporate fundraising activities. Our charities team are part of the following organisations:

  • The Society of Trust and Estate Practitioners
  • The Association of Contentious Trusts and Probate Specialists
  • The Charity Law Association
  • The Institute of Legacy Management

Examples of our expertise:

  • Instructed by a large national charity (acting as executor) to administer a £1million+ estate
  • Administrating an estate in which a large residuary gift of £1.6million was left to a local charity
  • Recovered £100,000+ for five charities following two letters to an executor who was failing to administer an estate correctly
  • Acting for national charities in defence of a spurious claim under the Inheritance (Provision for Family and Dependants) Act, including recovery of costs
  • Preparing the governing documents, ‘objects’ of charity and liaising with Charity Commission to register a charitable foundation
 
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Testimonials
“Ellis Jones have provided a range of professional services to the Swanage Railway - from complex railwayland and vehicle leasing to non-domestic rating and major motion picture agreements. Ellis Jones are knowledgeable and approachable, working well to understand the specific needs of a charitable trust and an operating company working in a highly regulated safety critical environment. I can happily recommend their services.” Mr Milford - Swanage Railway Trust
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