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Case Studies of Recent Work for Charities

Examples of recent work undertaken on behalf of charities.

Date: March 2009

Charities and Stately Homes

We advised in the creation of a charitable trust whose objectives were to provide a fund for the restoration and maintenance of Provender, in Faversham, Kent, a home/property of local and national historic importance.

The owners are undertaking the monumental task of restoring Provender which is Grade I listed.   We were involved in the sale of land to help fund the restoration project.  The sale itself was complex with a far from straightforward site planning obligation.

Our involvement helped achieve funds for the restoration project, the creation of an ongoing charitable trust to provide future maintenance funds and public access to a great stately home in Kent.

Education

We have worked closely with our independent school clients and Universities on the consolidation, alteration and replacement of Charity Commission schemes and their involvement with related charities.  
We have acted for a University in the winding up of a charitable (student grant giving) trust and have dealt with the subsequent transfer of assets and responsibilities to the University.

Expansion of Trading Activities

Advising the trading company arm of a charity with regard to the acquisition of a number of new retail units to enable expansion of their shop operation.

Sale of Land

We have handled a significant sale of land on behalf of an Almshouse Charity to assist the charity with their plans for future expansion.

Sale to Connected person

We have obtained Charity Commission consent for the sale of Charity Commission property to a connected person and dealt with the subsequent sale.

Winding up/Merger

We have advised a local farmers club in the winding up of a grant giving charity and subsequently transferred assets to a charity with similar objects.

 For further information about Charity Law and legal advice for Charities, contact Aaron Spencer.

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