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Fundraising & Trading

Fundraising & Trading

About

Finance and funding for a charity or an educational institution is the same yet different to that for other businesses. Charities and educational institutions are subject to the need for funding and financial control like all businesses, but the issues and restrictions differ. There are statutory and regulatory requirements for the unwary.

Our Charity and Education experts work with corporate, commercial, banking and private wealth colleagues to ensure charities and educational institutions have exactly the right advice and are protected from inappropriate terms required by banks, commercial organisations, donors, grant makers or recipients, and also that internal financial arrangements are correct.

Our advice covers:

  • Trading subsidiaries and inter company arrangements 
  • Tax mitigation
  • Permanent endowment restrictions
  • Restricted and designated funds
  • Prize funds, awards and bursaries
  • Fundraising Regulator and HMRC compliance
  • Professional fundraising and commercial participation arrangements
  • Failed appeals 
  • Lotteries
  • Internal financial controls and policies
  • Risk management systems
  • Borrowing, lenders' terms, and security
  • Warranties, indemnities and guarantees
  • Major grants and clawback arrangements
  • Project finance and PFI
  • Financial difficulties and insolvency

Key Contacts

Virginia Henley - Legal Director

Virginia Henley

Legal Director

01604 463345

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Meet the team

Latest testimonials

"On behalf of the trustees who attended your excellent training session yesterday, a very sincere thank you. It was excellent and I know it gave those present a lot to think about!"
A Cambridge Charitable Foundation


"Thank-you Virginia for all your help and guidance directing us through the charity incorporation process - you have been so very helpful. When colleagues have spoken to me about the conversion process, I have always, and will continue to, recommend you."
Psoriasis Association

"Thank you so much for a thought-provoking and vital presentation. I am very grateful to you. It will help immensely. All best."
Mr D

Latest testimonials

“Hewitsons is an impressive practice – client-focused, efficient and effective. The firm punches well above its weight.”
Client Testimonial c/o Legal 500

“Great communication, reasonable fees, good value for the money.”
Client Testimonial c/o Legal 500

“The firm provides excellent partner expertise at highly competitive rates.”
Client Testimonial c/o Legal 500

"They are an efficient, knowledgeable team, which is able to advise and carry out work on a variety of topics."
Client Testimonial c/o Legal 500

"Hewitsons provided us with timely legal support adhering to the scope of the service agreed."
Client Testimonial c/o Legal 500

Latest testimonials

“I particularly liked the approach of Hewitsons in that we worked with the same lawyer from initial discussions and quotation through to completion of the sale. This meant there was good continuity throughout the project.”
Client Testimonial c/o Legal 500

"In my experience Hewitsons is top of its class. It has experts in every field."
Client Testimonial c/o Legal 500

"Hewitsons is outstanding. It is professional, knowledgeable and efficient."
Client Testimonial c/o Legal 500

Latest testimonials

“The firm provides excellent partner expertise at highly competitive rates.”
Client Testimonial c/o Legal 500

"They are an efficient, knowledgeable team, which is able to advise and carry out work on a variety of topics."
Client Testimonial c/o Legal 500

"Hewitsons provided us with timely legal support adhering to the scope of the service agreed."
Client Testimonial c/o Legal 500

Latest testimonials

They have a close knit team that keeps all of its members in the loop‘.
Client Testimonial c/o Legal 500 

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