29 January 2009
Obtaining HMRC recognition of a German family foundation as a charity for tax purposes in the UK, enabling a UK resident family member to make Gift Aid donations directly to it.
The establishment of a new charity to preserve and conserve the archive of T S Eliot.
Advising the Royal British Legion on branch property trust terms dating back to the post-WW1 era.
Advising Macmilllan Cancer Support and the Royal Society on the terms of restricted donations.
Establishing US/UK dual qualified charity structures for US universities and UK-based US donors and advising on ongoing operations.
Advising SSAFA Forces Help on its sponsorship agreement with BT.
Restructuring several trust clients as Charitable Incorporated Organisations.
Advising a range of clients on the impact of the Equality Act 2010 on their operations, including a private school and family foundation grant makers.
Advising on the establishment of English charities for a range of international clients, including an Australian school, French Grande Ecole, US public charity and private client philanthropists.
Advising private clients on major donations to universities and art galleries.
England and Wales, 2008
‘International families and their philanthropy: jurisdiction and structure choices’, Trusts and Estates - June 2016
_’Revenue Law - Principles and Practice’, c_ontributing author of ‘Charities’ chapter in Tolley’s
_’Practical Trust Precedents and Practical Will Precedents’, c_ontributor, Sweet and Maxwell
Charity Law Association