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Charitable planning covers how individuals and organisations structure and manage charitable activity, gifts to charity, and compliance with charity law in England. A solicitor in this area helps with creating or restructuring charitable entities, securing or maintaining charitable status, and planning gifts with tax-efficient structures. They advise on endowments, fundraising governance, cross-border donations, and navigating regulatory requirements to ensure activities remain compliant with the Charity Commission for England and Wales and relevant trusts law. The work often shapes long-term funding, governance, and public benefit outcomes.
They handle the drafting of constitutions and trusts, registration and reporting to the Charity Commission, governing documents for charitable vehicles, and complex gift and endowment arrangements. The solicitor coordinates with trustees, charity regulators, tax advisers, and donors to ensure compliant, effective charitable activity and enduring public benefit.
You searched for Charitable Planning specialists. Here are related areas of law to help you narrow down your results.
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Tagged solicitor Sophie-Dominique Waddie
Polite, pleasant and professional. Met my specific requirements with explanation of the consequences for variation from standard wording.
Review left by John
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Tagged solicitors Andrew Best and Clair Marsden
Andrew Best and Claire Marsden of HSR Law supported us through the process of achieving charitable status for our company in the charitable sector. I cannot praise them enough. They expertly assisted in changing our articles, supporting us through the legalities and procedures needed to achieve the required board structures and gave advice on completing an application to the charities commission. We could not have done this without their knowledge, support and patience and we are so grateful for all that they have done for our company and helping us to widen the opportunities for our students with complex learning disabilities.
Review left by Routes4Life
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Tagged solicitor Ryan Mitchell
Our experience of working with Ryan has been exceptional. He has always responded in quick time, has the ability to communicate extremely well with us.. we are all volunteers running a member organisation with no legal expertise, his advice and explanations have been much appreciated. Where a question / issue is outside his expertise, he has put us in touch with appropriate colleagues. We are very grateful to have have had Paris Smith recommended to us, and for Ryan to be our go to advisor. Thank you Ryan. Anne McBride, Chair of the Association of Pet Behaviour Counsellors
Review left by The Association of Pet Behaviour Counsellors
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Tagged solicitor Debbie Coyne
We recently met with Debbie, Sylviane and the team at Slater Heelis to review upcoming employment law changes and our wider HR and policy arrangements. The session was extremely helpful, practical and well balanced. What stood out was the ability to combine strong legal knowledge with a clear understanding of how organisations actually operate in practice, particularly within a charity and care environment. Rather than simply focusing on compliance, the discussion helped us think more broadly about organisational structure, policy ownership and employment risk as we continue to develop as a leadership team. We came away with clearer priorities, practical next steps and plenty to reflect on internally. Thank you again to Debbie, Sylviane and the wider team for such a constructive and welcoming session.
Review left by Emma Morris, CEO, Stockdales
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Tagged solicitor Penny Wright
We needed some short concise not-for-profit advice and Gardner Leader provided exactly what we needed.
Review left by David
