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Charity law dtm legal

DTM Legal provide contentious and non-contentious legal excellence in the Charity Sector. Our in-depth understanding allows us to work closely with charities to become their trusted partner. We pride ourselves on our commercial and constitutional advice always in our clients’ best interest.

We have the experience and knowledge to guide you through an extensive range of areas including:

  • Establishment of Charitable Trusts – advising on charitable structure options, advising on liability risks for trustees, reporting and ensuring trust principles are upheld
  • Assisting with the set-up of non Trust based charitable enterprises including unincorporated and incorporated charities, non-exempt charities, charitable companies, amateur sports clubs. We can advise on the different types of enterprise, assist with the preparation of constitutional documents and with submissions to the Charities Commission
  • Commercial advice on contracts and agreements
  • Restructuring and Reorganisations – reviewing and amending articles of association, rules and bye-laws and other constitutional documents
  • Preparing and advising on Terms of reference for Trustee Boards, governance and good practice
  • Mergers and Joint working – advice and representation
  • Disputes – contractual and commercial disputes, legacy disputes and employment disputes
  • Property – buying or selling a property or land, advice on development, leases
  • Insolvency and Dissolution of a Charity – when the charity has entered difficulties
  • Advising private individuals on philanthropic aims
  • Advising on appropriate structures – including Charitable Trusts and Charitable Incorporated Organisations
  • Advising on the IHT implications of making gifts to Charities (for example additional 10% relief)
  • Advising on charitable legacies in probate disputes including the application for the Royal Sign Manual (cf uncertain charitable bequest in a Will)
  • Advising private individuals on gifting cultural assets to the Nation under the Assets in Lieu scheme and Cultural Gift DTM’s Charitable Sectors

DTM Legal have been acting for a large number of Charities, Charitable Trusts and charitable companies (including CIO’s), unincorporated charities, non-exempt charities, educational establishments, private individuals and community interest companies for a number of years. Our expertise spans a number of departments including Property, Estates and Trusts and Commercial departments within the organisation.

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