Bates WellsCorporate Partner
Bates Wells understands charities and all aspects of the charity sector, having specialised in this area for more than forty years. We know that you need a prompt, practical, cost-effective service, balancing all relevant matters including financial pressures and reputational issues.
Our experienced legacy team can provide you with all the services you need, from advice and assistance on day-to-day legacy administration, through to advising on more complex legacy issues such as permanent endowment; trusts and trust disputes; gifts of shares, property; art-work and IP rights; challenges to legacies left by Will; claims under the Inheritance (Provision for Family and Dependants) Act 1975; claims in proprietary estoppel, cy-près schemes, ex gratia payments and the refusal of gifts where necessary or appropriate.
Our sector-leading experts are also on hand to help with the legal aspects of legacy fundraising, including preparing and reviewing legacy marketing materials, advising on setting up new legacy fundraising campaigns, and advising on all regulatory and compliance issues.
We advise more of the top 3,000 charities than any other UK law firm, and are consistently ranked in the top tier for Charities by the leading legal directories Chambers UK and Legal 500. We are committed to supporting charities of all sizes including by offering a free initial consultation and discounted rates to our charity clients. We are the only law firm in the UK certified as B-Corp (a certification that is to business what Fair Trade is to coffee).
Beyond legal advice, we foster a community of charity practitioners, both experienced specialists and new-comers to the sector, by providing regular training and other events, and we have created a hub of resources on our website which we invite you to take full advantage of.
We look forward to working with you!
Leticia Jennings – Partner
Leticia specialises in charity legacies, trusts and probate disputes, and acts for a wide range of international, national and local charities to resolve all types of legacy disputes. Leticia also acts to resolve charity trust disputes, including regarding the governance of charities and trusts.
Laura Soley – Partner
Laura is a charity law specialist who advises on a broad range of charity and governance matters. Laura has particular expertise in advising on charitable trusts, endowment and legacies, legacy fundraising and administration matters, as well as helping charities to resolve difficult legacy issues.
Rob Oakley – Partner
Rob is a highly experienced lawyer who has helped numerous charities avoid and resolve a wide range of legacy disputes sensitively and pragmatically. He is experienced at resolving disputes through negotiation and mediation and can also help charities navigate the court process.
Jaqui Symcox – Senior Associate
Jaqui advises charities and their trustees on a wide range of legacy disputes, helping charities to resolve issues in a prompt and cost-effective way.