Charities & Philanthropy

Our charities and philanthropy practice advises charities and non-for profit organisations in respect of all their legal and tax requirements.

We also advise individuals, families, family offices and corporates in their creation, funding and management of charities and foundations.

Our clients operate in many jurisdictions and so our advice will often involve multiple jurisdictions and different regulatory and tax regimes.

Set out below are examples of the advice we provide to those creating and funding charities.

  • Strategic philanthropy planning, including how best to structure impact investments and support for social enterprises.
  • Advising on the structuring and location of philanthropic vehicles to facilitate cross border giving.
  • How to use philanthropy in educating the younger generation and as a succession planning tool.
  • Advice on and creating grant making and operational charitable entities, including advice in respect of tax arrangements, compliance and all regulatory matters

If you have any questions or queries please call Jonathan on +44 (0)20 3036 7310 or email jriley@fladgate.com

 
  • Guidance in respect of governance and operational frameworks for operating charities and trading entities, including the drafting of the relevant policies and advising trustees in respect of their duties and powers.
  • Strategic advice in respect of charities working with non-charitable organisations which is particularly relevant to corporate charities and charities’ trading subsidiaries.
  • Providing services as a corporate trustee of various charities and managing charity administration.
  • Advice in respect of taxation issues for donors, including the structuring of tax efficient donations during their lifetime and as part of their estate planning.
  • All aspects of charity related taxation including in respect of donation receipts and the operation of the charity including the availability of reliefs from income tax, corporation tax, SDLT and VAT.
  • Advising in respect of legal issues arising to counter parties in transactions involving charities.