Charities & Social Enterprises

Many of our charity solicitors sit on the boards of large regional charities or have been retained on the management committees of local sports or arts organisations, giving them first-hand experience of the types of issues you may face, including funding for social enterprises, and charity law.

We are also acutely aware of the financial and legal constraints under which you operate, as well as the commercial challenges you face in the highly challenging not-for-profit marketplace. That is why we’ve invested heavily in our team to ensure you can call on a wide range of expertise.

As a result, you won’t pay for advisors to spend time acquainting themselves with the relevant areas of the law; we already have an in-depth knowledge of current regulation and maintain close working relationships with the Charity Commission, regulators, and key government departments.

We also appreciate that charity work goes beyond conventional working hours and pride ourselves on being accessible and approachable at all times.

In short, we’re able to offer you competitive fee levels without sacrificing the quality of either the service or the expertise you receive.

Contact us

Find out more about the help we can give those setting up charities or social enterprises by calling our York, Sheffield or Leeds offices today by using our enquiry form on this page.

Arts & Heritage

Cultural activities may not immediately spring to mind when considering the need for legal advice, but there are a wide range of legal issues confronting the arts and heritage sector.

These include:

  • The establishment and operation of charitable arts and heritage organisations
  • Advising trustees on their duties and obligations
  • Restructuring
  • Sponsorship agreements
  • Advising on copyright issues
  • Advising on lottery applications and funding
  • Planning advice in respect of listed buildings
  • The transfer of heritage property to charitable trusts
  • Raising finance for arts projects.

We have a wide range of experience in assisting arts and heritage organisations and many of our lawyers are involved at board level with arts organisations, giving you access to both practical and legal experience.

We always aim to provide you with clear and concise legal advice, to enable you to continue with the promotion and furtherance of your cultural activities.

Charities and Community Interest Companies (CICs)

If you’re an organisation that delivers a public benefit, you have the option of registering as a charity, and you can be structured in a number of ways.

For example you can be structured as a company limited by guarantee, a charitable trust or (subject to an anticipated change in the law) as a charitable incorporated organisation. Alternatively, it may be more appropriate to register as a community interest company (a CIC).

We can provide advice on the formation of such organisations and help you determine which structure is best suited to your individual needs. In addition, we can provide practical advice and guidance on the duties and liabilities of the organisation’s trustees or directors.

Whatever your structure, there are constant challenges emanating from ever increasing amounts of regulation and guidance. Increasingly, many charities adopt commercial activities as part of their fundraising remit. We have experience in providing legal advice in all areas including:

  • Incorporation
  • Mergers and restructuring
  • Constitutional reviews and reorganisations
  • Directors’ duties and personal liability
  • Fundraising
  • Donations and legacies
  • E-commerce and online giving
  • Trading activities
  • Joint ventures/sponsorships
  • Political activities, campaigning and advertising
  • The provision of services to local authorities and government organisations
  • Tax planning, financing and VAT
  • Property transactions
  • Employment matters
  • Charity contracts
  • Charity Commission inquiries.
  • Family businesses and the benefits of setting up a charity

We act for a large number of charities and CICs of all shapes and sizes, from national and international organisations to start-ups. They choose us because we offer a combination of expertise, commercial nous, experience and the sense that we are alongside them in spirit, sharing their aims and hopes.

We understand that the reputation of your organisation is of vital importance to its existence and its success, which is why we strive to provide you with pragmatic and cost-effective advice to aid your development and growth.

Why Choose Lupton Fawcett?

Having advised and supported many local families, individuals and businesses, we are proud to offer clients a dedicated service from specialist solicitors who are experts in their field:

We're Award Winning

We were awarded the Legal 500 HR/Employment Law team of the year in 2017

We're Connected

We're connected to the people, businesses and infrastructure throughout Yorkshire

We Put You First

You can be sure to expect superb client service from us. Our clients are our priority

We're accredited

Recognised by leading Legal Directories Chambers & Partners and the Legal 500

Accreditations / Awards

Frequently Asked Questions

I have been asked to be a charity trustee, what must I do? What are my responsibilities?

This is a very big question. In part it will depend upon the nature of the organisation of which it is proposed you are to be a trustee.

Under the Charities Act 2011 you will be a trustee if you have “the general control and management of the administration of the charity” along with your co-trustees.

Your primary responsibilities are to act in the best interests of the beneficiaries of the charity and in furtherance of the objects of the charity. Before you take on the role you should obtain a copy of the constitution of the charity and study its objects – are you confident that the charity is currently carrying these out? You should also get a copy of the annual accounts and find out what the main assets of the charity are – as a trustee you will have a responsibility to preserve these assets.

You must not delegate your responsibilities to others unless permitted by the constitution and you must not profit from being a trustee. Investment of the trusts assets is an example of a matter which would certainly be delegated.

Reviewing the constitution and accounts before you become a trustee should provide you with the appropriate background to ensure you carry out your trustee duties appropriately. You should also take advantage of the excellent publications available from the Charity Commission including the introductory booklets “The Duties and Responsibilities of the Trustees” and “The Essential Trustee”. These are downloadable fro the Charity Commission website. However, in the event you have a specific query, it would be advisable to supplement this with legal advice.

What are the benefits of seeking charitable status?

For the majority of organisations this will mean becoming registered with the Charity Commission.

Charitable status provides tax advantages both for the charity and for the donor tax payers. However, charities are not wholly exempt from tax (as it is sometimes thought) and advice should be taken in specific cases.

Registration with the Charity Commission puts beyond doubt the fact that an organisation is charitable and this may assist an organisation in obtaining funds both from the general public and when applying for grants or securing UK government or EU funding.

There are however some disadvantages to being registered as a charity, though these are mainly administrative. There are strict accounting and reporting requirements. Once registered, an organisation becomes subject to the jurisdiction of the Charity Commission which can investigate the actions of the trustees. Charities are also restricted to carrying out actions which support their objects and accordingly must take care when carrying out certain activities such as trading, fundraising or in some circumstances campaigning.

Are charities obliged to invest their funds ethically?

You must be very careful in relation to investment of a charity’s assets. The Trustee Act 2000 sets out the duties and obligations of trustees in relation to a number of matters including investment. These apply as much to charity trustees as to trustees of private trusts.

In general terms investment should be carried out in such a manner as to maximise the capital and income of the charity. This does not automatically mean that one cannot invest unethically. However, it is important that any decisions concerning investment do not simply reflect a trustees own views on how the charity ought to invest but that they accord with the objects of the charity. Accordingly, if a charity was, for example, an animal welfare charity then it might be appropriate to regard certain types of investment in companies carrying out animal research as demonstrably undermining the objects of the charity. Similarly, certain religious charities may decide not to invest in alcohol, tobacco or gambling. Trustees may, however choose to make use of ethical funds which are now widely available and which may be appropriate for the charity’s circumstances.

In general terms it is important that appropriate investment advice is being taken at all times by the trustee.

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