How we work with you

We work closely with our clients and their financial advisors to put in place arrangements that comply with tax and charity regulations, whilst supporting the charitable mission and maximising the financial return to the charity. We help you to protect your organisation’s reputation from commercial exploitation.

Charities benefit from numerous tax exemptions and the management of transactional and structural tax risk is as important for charities as it is for commercial businesses. Our charity lawyers combine a technical understanding of the whole range of UK taxes affecting charities (including corporation tax, VAT, SDLT and business rates) with a careful and responsible approach. We work alongside our clients’ financial advisors to ensure that charities achieve the right results from entering into complex arrangements.

Sources of income

Charities and social enterprises depend upon an ever increasing and diverse portfolio of income sources. These include:

  • traditional fund raising methods
  • legacy campaigns
  • commercial relationships with businesses and professional fundraisers
  • setting up charity trading subsidiaries
  • engaging with alternative funding streams such as social finance

There is also significant delivery by charities and social enterprises of public services for central and local government which can involve a need for understanding procurement and state aid regulations.

What our clients say

"Many thanks to you and the team for fantastic work and quite exceptional service!"

Colin Bailey, National Lottery Heritage Fund - 2019

What our clients say

"They take the time to really get to know the organisation; they offer proactive as well as reactive advice and support, they are incredibly knowledgeable and reliable, the quality of their work is exceptional and they always think things through from all angles."

Chambers - 2019

What our clients say

Many interviewees are quick to laud the insight the firm offers, with one praising the team's "expertise and in-depth knowledge of the charity sector," as well as its "solution-orientated and pragmatic approach."

Chambers - 2019

What our clients say

"The team is lauded for its ‘well-presented advice’ and for the fact that there are ‘sufficient subject matter experts on hand to be able to tackle a wide range of questions’."

Legal 500 -  2019

What our clients say

"They were incredibly impressive - they have very practical experience in terms of having done it before, and a good understanding of best practice."

Client feedback in Chambers 2016

What our clients say

“Stone King's overriding value is the care and the support of their clients. They are fully aware of our needs and ensure that they maintain excellent service.”

Client feedback in Chambers 2017

The law and practice referred to in this article or webinar has been paraphrased or summarised. It might not be up-to-date with changes in the law and we do not guarantee the accuracy of any information provided at the time of reading. It should not be construed or relied upon as legal advice in relation to a specific set of circumstances.