Experience

I am an Associate in the Charity and Social Enterprise team – I joined Bates Wells in 2019. I advise charities, social enterprises and non-profits on a variety of matters including formation, governance, conversions and contractual arrangements.

Highlights
  • Intellectual Property I frequently advise clients on intellectual property matters, reviewing existing arrangements, drafting and negotiating agreements and providing advice on charity law considerations related to IP. I also draft and advise on website and app terms and conditions.
  • Mergers I regularly advise on mergers and have experience in assisting clients with both full asset transfer and change of control mergers. Previous advice has included drafting and negotiating heads of terms, agreeing transfer agreements and assisting with project management.
  • Conversions I have recently advised a community benefit society on its conversion to a charitable company limited by guarantee, and a community interest company on its conversion to a CIO. Advice included managing the conversion process, drafting the required resolutions and drafting charity governing documents and the charity application.
  • I advise on applications to the Charity Commission, including relating to the formation of new charities and applications to make regulated alterations to the governing documents of existing charities.
  • I advise on the formation of social enterprises, including community interest companies.
  • I provide advice to organisations with a focus on education, including charities, CICs and non-profits.
  • I assist with establishing trading subsidiaries and provide associated advice such as drafting resource sharing agreements.
  • I advise on grant agreements and grant making policies.
  • I advise on fundraising and corporate partnerships.