Qualifications and experience
• Oxford University, BA Philosophy, Politics and Economics 1998-2001
• College of Law, London 2003-2005
• Denton Wilde Sapte, Trainee Solicitor 2005-2007
• Admitted as a finance solicitor at Slaughter and May March 2007, advising UK and international clients on acquisition finance, syndicated lending relationships, structured finance and debt capital market transactions
• Joined BWB August 2008
Type of work
• Company, commercial and charity law advice to charities and social enterprises
• Social and community investment structures, financial services and financial promotions
• Financial, social and mixed purpose investment by charities
• Cross border philanthropy, including dual qualified US/UK charitable structures and tax-efficient giving between EEA countries
• Charity formations, corporate restructuring and mergers
• Trading by charities and trading companies
• Legal governance
Recent work
• Advising a consortium of investors into the Social Stock Exchange
• Ongoing financial and charity law advice to Charity Bank and Eden Project
• Advice to the charitable arm of a global investment bank on governance, regulatory compliance, taxation issues and international grant-making
• Advising on the establishment of a charitable foundation intended to leverage community investment into a renewable energy social investment fund
• Advising HCT Group on its innovative social financing by prominent social investment intermediaries, including a loan note issue allowing private investment into a charity for a mixed social and financial return
• Temporary secondment to The Abbeyfield Society as acting head of legal
Pro bono work, articles and campaigning
• Member of the Board of Directors of Friends of the Earth, England & Wales
• Trustee of Dads House, a small charity intended to support single fathers
• Council member of Pestalozzi International Village Trust
• Editor of the charity investment section of loose-leaf publication "Jordan’s Charities Administration Service"
• Member of recent NCVO working party on tax incentives for social investment
• Contributor to "Unlocking Socially Responsible Investment" published by the Charity Finance Directors' Group
• Member of the Technical Experts Panel of the Regulator of Community Interest Companies
• Participant in a recent working parties on financing woodland creation and revolving fund structures to finance community involvement in the energy generation and Green Deal
• Campaigning for reform of the feed in tariff regime to benefit community scale energy generation
• Regular lecturing and article writing, including recent seminars on social investment
• Member of the Charity Law Association and the UK Environmental Law Association
