Charities

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Charities

At Stronachs we have a wealth of experience acting for charities and other third sector bodies. We are the perfect choice to assist with a wide range of charity matters.

Our team has extensive experience in advising charities in connection with regulation both by the Office of the Scottish Charity Regulator (“OSCR”) in Scotland and the Charity Commission in England and Wales.

We can assist with all aspects of setting up a new charity, from initial tax advice to choosing the appropriate legal form, such as a trust, Scottish Charitable Incorporated Organisation (“SCIO”), unincorporated association or charitable company.  We can also advise on how the charity should operate.  

We will ensure your charity complies with the charity test, and can also register the charity for charitable status with OSCR, and HM Revenue and Customs (“HMRC”).

It is important that trustees are compliant with the various duties incumbent upon them as charity trustees.  We will help ensure this by providing services such as the preparation of annual accounts, reclaiming tax, Gift Aid claims, providing trustee training and attending and advising at regular trustees’ meetings.  

In addition to acting for charities, we also provide advice to individual clients on the benefits of charitable gifting during their life and in the event of their death.  For clients who do not have immediate family, a charitable trust is often an ideal solution.

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Key Contacts

To make an enquiry, please contact a member of staff below or call 01224 845 845

Jaclyn E.P. Russell

Partner, Head of Private Client
T: 01224 845 858
M: 07884 658 473

Kirsten Anderson

Partner, Private Client
T: 01224 845 899
M: 07552 686 958

Karen Oliver

Legal Director, Private Client
T: 01224 845 841
M:

Private Client News & Insights

Chambers and Partners High Net Worth Guide 2023

July 20, 2023

The 2023 Chambers and Partners High Net Worth guide has been published and we are delighted to announce that the Stronachs STEP accredited Private Client team continue to be recognised and ranked as Band 2 within the guide.

The Winds of Change are Cold

July 10, 2023

The General Economy

Following Jeremy Hunt’s first budget back in October the changes, or lack thereof, of previous Chancellors will really begin to bite for taxpayers in 2023.  The UK, and global, economy is still recovering from the major impacts of a global pandemic and the ongoing war in Ukraine.  Although we may manage to stave off a technical recession it is likely the UK economy will contract for at least one quarter.  Inflation, the measure which tracks the general price of goods and services over time, remains one of the highest in Europe, threatening to push more people into poverty and erode wealth for those with significant assets.

Succession

October 31, 2022

Nominated for 25 Emmy Awards this year, the HBO series ‘Succession’ has captivated audiences and may well have prompted clients to contemplate how best to plan for succession to their estates. 

Drafting a Will for lead character, Logan Roy, would require a bespoke approach, to take account of his vast wealth across multiple countries.  Here we consider an appropriate Will structure, together with some other key points to explore when creating a fitting testamentary writing for Logan.

Calling all Trustees – Three Week Deadline

August 11, 2022

What is The Trust Registration Service?

The Trust Registration Service is an online service which assists Trustees to adhere to their registration obligations under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

New regulations came into force in October 2020. The new regulations mean that there is an increase in the number of trusts that fall into the ‘need to be registered’ category.