Charities - Restructuring
Charities operate in a dynamic environment shaped by legal, regulatory, and economic changes.
These challenges and offer tailored, pragmatic advice to navigate effectively. By providing clear, actionable guidance, we empower trustees to make decisions confidently and in the best interests of their charity.
Managing legal and governance structures while striving to maximise impact is a significant challenge for many charities.
Balancing compliance with resource optimisation can feel overwhelming, especially when trustees are tasked with making decisions that drive the charity forward.
Your charity needs a strategy that aligns with its unique needs and legal requirements. By reviewing your assets and operations, we can help you ensure your charity operates efficiently, recognising the legal limitations in which a charity may be required to operate due to the status of its assets.
Taking time to understand your goals, we offer actionable advice that strengthens governance, improves operations, and supports decision-making, helping you achieve your objectives with confidence.
Collaboration with your professional advisors ensures that all aspects of your charity’s legal and operational structures are aligned. This reduces risks and enables smooth progress, so you can continue delivering meaningful results.
When making operational changes or restructuring, working with our experiences team can help you navigate the Charity Commission’s requirements, ensuring compliance and giving you the confidence to evolve.
Our expertise
Restructuring can be challenging for charities, whether it is about limiting trustee liability or addressing financial difficulties. By quickly understanding your charity’s unique needs, we offer solutions-focused advice that empowers your trustees to navigate these challenges with confidence. This ensures your charity is positioned for the future, helping you focus on what truly matters - making a meaningful impact for your beneficiaries.
Our team advises on the following areas:
The individuals are very attentive to our needs and provide a fast and effective service. They are quick to size up a problem and offer a number of solutions. They act with the client's best interests at heart. They go above and beyond expectations.
Our work highlights
Supporting an education charity to restructure its group, which included both charitable and non-charitable companies and trust assets. This involved asset transfers, liaising with the Charity Commission, and coordinating a refinancing process with the charity’s lender to ensure long-term financial stability.
Advising the corporate trustee of a charitable trust on insolvency, guiding them through their duties and responsibilities, powers available, and engagement with the Charity Commission. We also worked closely with other advisors to market and sell the trust’s property, ensuring the best outcome for the trust and its beneficiaries.
Assisting a charitable trust to incorporate by transferring assets to a charitable company limited by guarantee. We then supported the sale of the charity’s business and assets, and successfully repurposed the charity as a grant-making organisation to ensure it could continue its mission in a new form.
