Family business giving
If you created wealth via a family business you have a range of options available to help you give to charity – we like to think of it as a spectrum. You might want to stay flexible and give directly to charities, or you might want to create a corporate foundation which will give you structure and can allow you to involve employees in an advisory capacity on a foundation board.We are experienced in helping you navigate the particular challenges in organizing family business giving and private philanthropy.
Advising the World Wildlife fund and other charities in a will dispute
We represented the charities who successfully argued that English law governs the validity of a will dealing with English immovable property (the first judicial approval of the rule in Dicey). The court also held that England rather than Alabama is the appropriate forum for the dispute, despite the testatrix's nephew, Mr Clark, having obtained letters of administration in Jefferson County, Alabama
Charitable and non-profit entities
Creation and ongoing representation of charitable and non-profit entities, including public charities, private foundations, and charitable trusts (charitable remainder trusts and charitable lead trusts).
Non-grantor charitable lead annuity trust
Assisted an ultra high net worth individual with his charitable endeavors and continued support of research at an elite education institution. We worked with the individual to establish a non-grantor charitable lead annuity trust, a technique that also incorporated beneficial tax planning for our client.
Charity of international sportsman
Assisted a well-known international sportsman with the creation of an Italian charity to support philanthropic projects and fundraising events in Italy.
Worldwide philanthropic activities
We advised a Middle Eastern family who were actively engaged in philanthropic activities around the world. We created a Jersey based charitable foundation to focus the families's activities.
Charity trust pension
Advised a large charity-sector master trust pension trustee on ways in which it could adapt and improve its business model in light of changes in the pensions legal and regulatory arenas, as well as changes in the requirements of, and challenges faced by, charitable employers.
Well-known UK charities
Advising several large, well-known, UK charities in relation to their pension obligations, including in the context on a transfer of former public sector employees under a business sale, and in another case, how a regional branch office might manage its risks and liabilities in relation to a final salary pension scheme in which it participated for non-associated employers in the voluntary sector.
SSAFA, the armed forces charity
Acting for SSAFA over several decades. We were on hand to advise when the charity went through a redundancy exercise and TUPE transfer in Germany. We successfully negotiated when two senior executive roles were terminated, alongside more junior members of staff, one of whom brought a disability discrimination claim. We also advised an Employment Tribunal in the UK over whether the charity could be held liable for an allegedly discriminatory decision taken by the MOD, securing a ruling in our client's favour.
Association of NHS Charities
The Association of NHS Charities is the voice of NHS Charities through England and Wales, and works to represent and support the interests of these organisations as well as offering a network of support. Withers acted on the Association's behalf in preparing the Department of Health's guidance for the deregulation of NHS Charities.
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Our website will give you a flavour of the advice we provide - if you would like to talk to us for more information, please contact our client services team who will be happy to assist.