Our Charities practice is part of our Private Client department, where all Partners provide advice to charities and their trustees, as well as to private clients on philanthropic giving and testamentary wishes. You will assist Partners in providing this advice, alongside offering more general estate planning advice and preparing testamentary documents.
Your primary focus will be on Charity work, helping the firm to develop a standalone Charities practice. This will build on our strong history of representing several large charities and handling reporting, accounting, and compliance for many more.
The Opportunity
We are looking for someone who will support and become a go-to Charity practitioner for the firm. You will:
- Prepare Documentation: Draft constitutional documents for Charitable Trusts, Companies, and Charitable Incorporated Organisations (CIOs), as well as policies, agreements, deeds of gift, and covenants.
- Collaborate with Corporate Department: Work closely with the firm's Corporate Department on matters related to a charity’s commercial engagement, brand exploitation, GDPR, and data protection.
- Charity Registration and Compliance: Handle applications to register charities in the UK, provide advice on regulatory and compliance issues, and deal with charity land, special endowments, mergers, and restructuring of schemes.
- Handle Complaints: Assist with bringing and rebutting complaints and making applications to the Charity Commission.
- Manage Cross-Border Issues: Be aware of cross-border issues affecting charities and liaise with advisors in other jurisdictions as needed.
- Advise on Tax Matters: Provide advice on inheritance tax, capital gains tax, income tax, Gift Aid issues (including mitigation strategies), VAT, and SDLT, in collaboration with the Department’s trust and tax team.
Requirements
Requirements
You should have:
- A strong background in Private Client and Charity work.
- Good knowledge of tax, Company and Trust law, and Charity law.
- A confident, personable nature.
- The ability to be proactive and reactive in addressing clients’ needs.
- Strong communication skills and the ability to work as part of a team.
- A track record of achieving time targets and meeting regular billing requirements.
- The desire and ability to stay updated with changes in legislation and market developments.
- A strong interest in the Not-for-Profit sector, both in the UK and internationally; extra-curricular experience supporting charitable endeavors is desirable.
Benefits
Benefits
- 4x Life Assurance
- Permanent Health Insurance
- Medical Insurance (after successful completion of probation period)
- BUPA Cashplan (after successful completion of probation period)
- BUPA Health Assessment (after successful completion of probation period)
- BUPA Dental
- Auto enrolment in the firm’s Group Personal Pension Scheme (after a 1 complete calendar month qualifying period)
- Discretionary Bonus Scheme and Introduction Bonus Scheme
- Interest-free season ticket loan after 3 months
- Cycle to Work Scheme
- Holiday Purchase
- Wellbeing Programme
- Gymflex
