recent case studies

charity legacy work

• Providing non-contentious advice to a charity on estate accounts and related tax aspects and advising on action to be taken on discrepancies.
• Acting for a charitable residuary beneficiary in relation to a substantial estate.  Resisting an application brought by the deceased’s daughter and brokering a settlement, in relation to the estate and costs.
• Acting for prominent national and international aid charities in relation to defending Inheritance (Provision for Family and Dependants) Act 1975 proceedings on an indemnity basis.
• Acting for the incorporation of a University where there were special challenges in balancing educational law and charity law requirements with the involvement of the Privy Council and the Charity Commission.
• Advising on the winding up of a charitable company serving three Anglican diocese with the allocation of their assets.
• Advising a charity on the disposal of land forming part of a major development area including advising on overage provisions and taxation consequences.