Penny’s charity expertise includes setting up and advising charitable organisations, including independent schools, chartered associations and professional bodies. She has particular experience in advising public authorities on their role as charity trustees and on public / private / charity collaborations. She 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 a governor at Abingdon School.
Very courteous and supportive in helping me to understand the issues and to provide solutions.
Very helpful, with a quick turnaround of response and clear communications. She understands issues, shows professional empathy and adapts to clientÕs needs.
Legal 500 UK 2021
- Advising the charity at the centre of the Court of Appeal case dubbed the ‘charity law case of the millennium,’ concerning whether or not members of charitable companies owe fiduciary duties
- Advising on the charity law aspects of major infrastructure projects run jointly by public bodies and charitable organisations
- Establishing the first global charitable incorporated organisation (CIO) operating across 144 countries
- Supporting high-profile charity boards in their dealings with the Charity Commission on regulatory matters