Stevens & Bolton LLP Banner Image
  1. Charities

    Where our private clients have philanthropic aims, we work with them to understand those priorities and advise in relation to the most appropriate way to implement them, be it donating directly to an existing charity, making use of an existing donor advised fund, or establishing a new charity. 

    Where clients wish to set up a new charity, we can advise on the most appropriate vehicle to use – whether it be a charitable trust, charitable company or Charitable Incorporated Organisation. We also advise on charity registration including types of charitable purpose, drafting constitutional documents and making applications to the Charity Commission.

    Giving to UK charities has long been tax effective for UK domiciliaries and non-domiciliaries alike and, whatever method of charitable donation is best suited to a client’s philanthropic aims and other circumstances, we can ensure that this is done in a tax efficient way, advising in relation to the income tax, capital gains tax and inheritance tax consequences of giving to charity, both during lifetime and by will.

    For more information, please read our briefing note: Charitable giving – why might I want to and what are my options? 

    Our client base also includes a range of charities. Charities can have a diverse set of legal needs and we are very used to drawing upon expertise from across various parts of the firm where required. We deal with disputes on behalf of charities and trustees, as well as advise on the appointment, removal and powers and duties of trustees (be they special, nominated or ex-officio trustees).

    The ‘impressive’ private client team has a ‘very high level of legal skills’.


  2. No matching staff, please review your search terms and try again.
    View all staff.
  3. News


    Assessing assets: what's digital?

    Stuck in a digital dark age

    Trust Registration Service (TRS)

    Trusts: Every penny counts

    The changing landscape of trusts

    Probates: how much is too much?

    Contesting the provisions of a Will


    Charitable giving under a Will

    The residence nil-rate band

    Lasting Powers of Attorney

    Open Borders - Brussels IV

    2017 Changes for Non-doms

    Making or Reviewing Your Will

    Managing your Digital Legacy

    Briefing Notes

Search our site