Charities Act 2022 – Spring Implementation Recap (Permanent Endowment and Charity Land)

Event details

Date: 24th January 2023
Time: 11am
Venue: Online via Zoom
Who should attend: All those involved in legacies

This event has already happened.

The second phase of implementation for the Charities Act 2022 is timetabled for spring 2023:  Many of you will have attended the joint webinar presented by Foot Anstey and Shoosmiths in May 2022. As implementation approaches, this webinar will provide a refresher and assist with assimilation of the changes in relation to Charity Land and permanent endowment and will update delegates on delayed implementation of the ex gratia changes.  A not to be missed session!

Lucy Gill is a partner in Foot Anstey LLP leading our Legacies and Trust Disputes practice in advising charity legacy teams regarding all aspects of legacy income (including contentious trust and probate matters, legacy administration, charity law and probate).  Lucy is renowned in the sector having a comprehensive track record and having acted for many of the largest national charities: She is able to share this experience and insight with her clients and apply it to her advice.

Anna Phillips is a Legal Director in Foot Anstey LLP leading the firm’s Charity Property practice in solving property related challenges (including title issues, freehold disputes, commercial and residential landlord and tenant disputes and property related professional negligence). Anna is a regular presenter with ILM and well known across the sector for her depth of knowledge and pragmatic solutions. Anna approaches her work with clients as a partnership – working closely with them and other parties involved to get the right result an ensuring that property problems are resolved in an efficient manner so as to maximise legacy income.

Angela Bowman is a partner in Shoosmiths LLP and Head of its Contested Legacies Team, specialising in dealing with contested legacies cases for charities. Angela has over 20 years’ experience of advising charities upon the full spectrum of wills and probate disputes, including challenges to wills based upon lack of testamentary capacity, want of knowledge and approval and undue influence; applications under the Inheritance (Provision for Family and Dependants) Act 1975; proprietary estoppel claims; construction proceedings and rectification applications; and actions to remove executors and trustees.

Robert Nieri is a Principal Associate in Shoosmiths LLP, specialising in charity law, governance and regulatory issues, supporting charities in their work and at all stages of their journey: establishing new charities, incorporating existing organisations, advising on collaboration or merger issues and, where necessary, on dissolution. He works closely with colleagues in Shoosmiths’ charities team – in particular with employment, commercial, corporate and real estate lawyers – to provide clients with integrated and responsive solutions to help them to manage their legal risk.