Stratford upon Avon T: 01789 293259
Henley in Arden T: 01564 792261
Cheltenham T: 01242 228370
Birmingham T: 0121 200 0890

Charity Law

From high profile regional charities, through to discreet charitable trusts, and from breed societies to ancient foundations, Lodders’ charity solicitors provide outstanding legal advice and a highly personal service to their charity and not for profit clients.

Led by Mark Lewis, Lodders’ specialist charity law team offers substantial, in-depth expertise gained through working with charitable and not for profit organisations of all shapes and sizes that value the personal and responsive service we provide.

Our charity solicitors find work in this sector highly rewarding. From day to day advice on the full range of charity law and governance matters through to complex restructures, our lawyers support our clients with insightful and supportive advice and enjoy contributing in a small way to their good works.

As a full-service law firm, Lodders also brings substantial experience in business law and employment law, which is valued by those of our charity clients that are set up as companies.

Charity Law Expertise

Whether you are a trustee of a charity of a member of the senior management team, your interests will include ensuring that your charity meets its objects and is able to deal with any legal queries and matters as they arise.

From day to day employment disputes, through to helping non-profit organisations deal with difficult strategic concerns, Lodders’ experienced and talented charity law team can provide your organisation with the right advice, at the time when you need it most.

We regularly provide training to trustees – both new and old – as well as attending trustee meetings and AGMs to provide a legal sounding board. Since the Charities Act, we have also helped a number of charities review and refine their structures, including setting up a number of CIOs – Charitable Incorporated Organisations.

Equally, if you are considering establishing a charitable foundation or trust, Lodders can help you identify and put in place the best structure to help you achieve your charitable ambitions, whilst mitigating tax.

From breed societies through to large educational charities, the breadth and depth of our client base gives you the confidence that our solicitors can handle the full range of charity law matters.

Our team of charity solicitors were recommended in the 2017 West Midlands Legal 500 Rankings, noted for being ‘highly professional’ and ‘enjoyable to work with.’ Mark Lewis, who ‘makes light work of what can otherwise often be problematic and stressful,’ received the highest individual commendation of being placed on the elite Leading Lawyers list. This accolade recognises him as one of the leading experts in Charity Law nationwide.

Charity Legacies

Our Charity Law team also has extensive experience in advising charities on the issues that can arise concerning a charity’s legacy income, including construction and rectification of Wills, problems with the administration of estates in which charities have an interest, and ex gratia payments. We understand that a charity’s trustees have a duty to act at all times in the charity’s best interests and to protect and maximise the assets of the charity, which includes any legacies due to them. We can advise on how best to protect the legacy income, whilst keeping in mind the cost and PR implications of doing so.

To find out more about Lodders’ Charity Law services, please fill in the enquiry form below or contact a member of our team on 01789 293259 (Stratford upon Avon).

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    Lodders services for charities and not-for-profit organisations

    • Governance and constitutional issues
    • Advising on and amending articles and charity objects
    • Trustee training
    • Advice on structures and reorganisations
    • Formation and incorporation
    • Advice on fundraising and Gift Aid
    • Data Protection
    • Mergers
    • Joint Ventures
    • Regulatory and compliance
    • Advice on retailing and trading
    • Donation agreements and grants
    • Tax issues and planning
    • Terms and conditions
    • Charity Commission schemes
    • Intellectual Property
    • Risk management issues
    • Charity property matters
    • Dispute resolution
    • Employment
    • Dissolution
    • Commercial contracts
    • Services for not-for-profit organisations
    • Advice on issues arising in connection with legacy income

    Meet the Team

    Mark Lewis
    Lydia Elvin
    Victor Matts


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    Reviews & Testimonials

    Mark, your wisdom, knowledge, judgement and advice have been a constant source of guidance and encouragement. Thank you.
    Trustee and former Chief Executive

    Charity Law Brochure