Charity dispute resolution

Without doubt, that is the best result that I have seen achieved at mediation in many years.

General counsel of a national charity

Commercial and regulatory challenges sometimes mean that charities become involved in managing and resolving disputes. We understand the unique pressures which they face when engaging in dispute resolution and are able to provide sensitive but robust advice.

Typically, our charities dispute resolution team is asked to assist on trustee disputes, disputes between charities, challenges from the regulator, disputes with third parties and challenges to wills where charities are the beneficiaries.

Our specialist lawyers are familiar with the demanding environment in which charities operate and appreciate the importance of preserving an organisation’s reputation when engaging in any litigation or potential litigation.

The team also recognises the need to work alongside and seek authority from the Charity Commission and knows when and how to make serious incident reports. We regularly advise on handling press enquiries and ensuring that litigation is dealt with skilfully and confidentially at all stages.

Time and again our approach is to manage the dispute resolution process in a firm and polite manner. We are able to support charities in disputes of all sizes, regularly acting on cases worth several million pounds while also understanding that low value disputes can potentially cause significant reputational risk for our clients.

We have the breadth of expertise to advise on matters all the way through to trial. However, in many, instances they can be resolved at an early stage with appropriate handling. We are frequently able to settle matters through negotiation, lawyers only meetings and mediation.

We offer expert advice on:

  • contractual and fundraising disputes
  • legacy disputes
  • trustee disputes
  • recovery of funds and fraud claims
  • disputes with the Charity Commission and other regulatory bodies
  • negotiating compromise agreements
  • contract termination/severance and recovery of outstanding fees/monies

Recent work highlights

Action against fraud

Advising a charity on the recovery of several million pounds which had been fraudulently removed from an estate.

Preservation of assets

Assisting two major national charities in recovering £1.5 million from an individual and a connected third party company after the individual had improperly paid money to the third party.

Inheritance tax recovery

Advising several national charities on a claim to recover inheritance tax which had been wrongfully charged against the charities’ share of the estate.

Related expertise

Penningtons Manches Cooper LLP

Penningtons Manches Cooper LLP is a limited liability partnership registered in England and Wales with registered number OC311575 and is authorised and regulated by the Solicitors Regulation Authority under number 419867.

Penningtons Manches Cooper LLP