SERVICE

Philanthropy and charity

INTRODUCTION

One of the barriers to philanthropic activity is access to clear advice on structuring arrangements in the most tax efficient way, both for clients and their chosen projects or charities. By sharing a genuine understanding of what our clients want to achieve, together with a variety of contacts in the philanthropic sector, we can advise on the best mechanisms to ensure our clients’ money is deployed effectively.

We advise on making charitable gifts, starting foundations and other philanthropic projects, helping to ensure that philanthropic efforts are impactful, efficient and able to make a meaningful difference. Our advice covers private charitable foundations and philanthropic structures, ax efficient giving programmes and funding arrangements, governance arrangements, and legacies and contentious probate, including claims under the Inheritance (Provision for Family and Dependants) Act 1975, challenges to validity and interpretation of wills and estate planning.

Our people

Get in touch

Partner

David Scott

Corporate
Consultant

Colin Howes

Corporate
Partner

Chris Moorcroft

Private client
Partner

Alexa Collis

Private client
Senior Associate

May Delaney

Private client
Senior Associate

Katerina Capras

Corporate

Testimonials

What people say

I was blown away by the experience, knowledge and attitude of all the Harbottle lawyers we spoke to, who were all incredibly wise and helpful. Meetings with them were clear, upbeat and encouraging.”

Chambers HNW

The team at Harbottle are highly knowledgeable on charity law, responsive to queries and pragmatic. They are able to take a complex topic and clearly outline the legal requirements.”

The Legal 500

 Through years of service with us, the team has got to know our business well and understand the need of the business and of the key decision makers. Key capabilities on grant contracts, property management, employment, charities, and organisational change.”

The Legal 500

The end to end communication and support… was exceptional. I felt I was receiving the highest standard of sector knowledge and a plan of action was established and implemented swiftly. The process felt efficient but also held a good balance to still feel like a highly valued client with my needs and situation being handled in a compassionate way.”

The Legal 500

The team at Harbottle & Lewis has an in-depth knowledge of all aspects of charity law. They are able to respond quickly on a number of varied issues and understand the complex structures of our individual charity and associated entities.”

The Legal 500

My experience of my contacts at H&L has always been reassuring and helpful. There is an attitude of support and empathy and the ability to take into account the lack of knowledge and expertise in myself as a client.”

The Legal 500

The team is extremely knowledgeable and is also able to connect us to other specialisms in the company to ensure we’re the best we can be. All the people we have worked with are great communicators – able to speak without jargon.”

The Legal 500

Harbottle & Lewis have been a great firm to work with. The breadth of the sectors they cover is incredibly helpful as we work across charity, private client, and corporate. Therefore, Harbottle go the extra mile to engage internal expertise to provide their high-level service. They are responsive, clear and easy to work with.”

The Legal 500