Meet BDB Pitmans at the ISBA Annual Conference

Penny leads BDB Pitmans’ education team. Her expertise includes setting up and advising charitable organisations such as independent schools. She has particular experience in advising public / private / charity collaborations and advises trustees and governing bodies on their fiduciary and regulatory duties, constitutional and governance issues, and commercial and fundraising contracts.

In addition to her work for charities, Penny has a strong private client practice, in particular, providing tax planning for entrepreneurs and advising on the use of trusts in a commercial context. Penny is a trustee for a number of charities and is a governor at Abingdon School.

Alice assists with leading BDB Pitmans’ education team and has extensive experience advising charities and social enterprises on a wide range of matters. In particular, Alice advises on the establishment and re-structuring of charities, governance, fundraising and regulatory matters.

She is also a governor of The Mount School, York.

David leads BDB Pitmans’ pensions team. His expertise covers all aspects of occupational pension schemes, but with a particular focus on defined benefit schemes and the funding and regulatory issues affecting them. He advises employers and pension scheme trustees on pension issues including benefit design, documentation, restructuring benefits, pensions implications of restructuring employers, contingent assets, funding arrangements, buy-in and buy-out of pension liabilities and transactions such as employer sales, merger of pension schemes and apportionment arrangements.

David has acted as an independent trustee of pension schemes and has been a director of a charity. Over his career he has acted for charities (including independent schools) as legal adviser and as a scheme trustee.