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Charities

A tailored approach

All charities are different. That is why we offer you a finely tailored approach to help you with all legal aspects of running a charity.

Our cross departmental charities team represents some of Scotland's best known charities who value our practical advice for their organisation.

We make the total resources of Morton Fraser available to our charity clients.  We assemble the appropriate team adding any legal specialism required and cater for all categories of charities, whether operating under trusts or a corporate structure, including community interest companies.  We have considerable experience in the formation of, and ongoing advice for, charities in Scotland including advising on incorporation, reorganisation and regulatory matters.

We have built up significant experience of advising funders on finance for charities and other "not for profit" entities, including negotiating the terms of the loan agreements and security documentation.  We have expertise in risk management, governance and compliance, employment and property issues.

You can contact Adrian Bell of our charities team on 0131 247 1113.

What clients say

All, a huge thank you for all your help and support... it's a long time since we have dealt with such a professional, commercial and pragmatic firm so thank you very much indeed.  I always felt that we could get there because you always made common sense prevail.  No doubt we will be working together a lot in the future!


Treasurer to HRH The Prince of Wales and the Duchess of Cornwall

Dyslexia Scotland received valuable and detailed advice from Morton Fraser in connection with changes to our Memorandum and Articles.  The service was excellent in terms of responsiveness, knowledge of the charity field and value for money.


Dyslexia Scotland

What the directories say

This firm has built up a strong and loyal client base, including major national charities such as The Prince's Trust and the Scottish Wildlife Trust and it has a particularly strong client following in the conservation, arts and education sectors. The group works along cross-departmental lines, benefiting from the firm’s range of expertise, including its property, employment and tax know-how.


Chambers & Partners 2010

Peers concede this is an impressive firm
Few others can match


Chambers & Partners 2009

In the legal directories, Morton Fraser is ranked in the top 10 firms in Scotland and Scott Rae is identified as a Band 1 leading individual for Charities.

Morton Fraser's Charities Team was one of only 4 UK law firms shortlisted for Charity Team of the Year at the STEP awards 2009/2010

Related Content

  • The Team
    • Adrian Bell (Partner)
    • Anna Greig (Associate)
    • James Rust (Partner)
    • Kirsty Neilson (Associate)
    • Lauren Scott (Associate)
    • Robin Morton (Partner)
    • Sarah McKinlay (Senior Associate)
    • Scott Rae (Consultant)
    • Sue Hunter (Partner)
    • Susan Younger (Partner)
  • News Stories
    • Morton Fraser advises Simply Play Initiative – lawyers with a heart!
  • E-newsletters
    • Charities E-Bulletin June 2010
  • Articles
    • Anti-Fraud Strategy
    • Integrated Reporting
    • Future Changes to the Charities Accounting Rules
    • Gift Aid Reform
    • Rules & Guidance on Reference to Charitable Status
    • Community Interest Companies
    • Charities: Fundraising Regulations and Guidance
    • Philanthropy – a social return on investment
    • Volunteers and Employment Protection
    • SCIOs: update and the next steps
    • Charities are feeling the pinch too
    • Charity law: u-turn on Government proposals to charge charities for licences to operate markets
  • Factsheets
    • Brief Guide to Forming a Charity
    • Why Become a Charity?
    • Should you set up a Trading Company?
    • Data Protection
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