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Charity law conference

Date: 27th February 2020

Time: 09:00 - 16:20

Law Society of Scotland
Atria One
144 Morrison Street

CPD Hours: 5hours 30minutes

Scottish charities hold a primary position in society. As society evolves, so does the law which regulates and guides it. This conference will keep you informed and updated on the law.

5.5 hours verifiable CPD

Join us this February for our new Charity law conference, shaped and designed based on member feedback. Scottish charities hold a primary position in society. As society evolves, so does the law which regulates and guides it. Come along, be informed and stay updated.

Whether you advise charities in private practice, or work in-house, throughout the day, each session will give you important reference points and top tips on all stages and challenges in the ‘life-span’ of a charity.

You will also have the opportunity, at the end of each session, to join the expert speakers in the discussion on the latest developments and to ask questions on specific matters affecting your practice.

Are you a solicitor who specialises in Charity law and would like to develop your career and marketing in this area? If so you may want to think about applying to become an Law Society of Scotland accredited specialist. To find out more see Accredited Specialisms.

Learning outcomes

At this event you will gain:

  • An understanding of when a charitable status is suitable for your client organisation
  • Practical guidance on how to best manage the needs of your charity clients from establishing to governance
  • Insights into reforms and regulations, and their implications for your practice
Confirmed speakers
  • Patricia Armstrong OBE, Chief Executive, ACOSVO
  • Victoria Simpson, Director, Anderson Strathern LLP
  • Gillian Harkness, Director, Burness Paull
  • Catriona Watt, Partner, Anderson Strathern LLP
  • Gavin McEwan, Partner, Head of Charities, Turcan Connell
  • Lynne Lamont, Head of Charities (Scotland), Brewin Dolphin
  • Helen Kidd, Associate, Brodies LLP
  • Celine Sinclair, CEO, The Yard
  • 09:00 - 09:20

    Registration and refreshments
  • Speaker
    Victoria Simpson

    Victoria is a Director and Head of Charities. She advises on all aspects of charity law and charity tax law and acts for a wide range of Scottish, dual registered and international charity clients.

    Victoria is accredited by the Law Society of Scotland as a specialist in charity law.  She is also a private client practitioner and is tax and investment qualified. Victoria co-wrote “A Practical Guide to Scottish Charity Law”, published by Greens in 2016.

    Victoria sits on the ICAS Charities Panel, the Law Society Charities Committee and the ECOC Inspiring Communities Group. She also sits on the HMRC working party to review gift aid.

    Victoria has been a trustee of a large Scottish charity for over 12 years and has first-hand experience of the issues affecting the charity sector.

  • 09:30 - 10:10

    Life cycle of a charity: challenges and solutions

    Patricia Armstrong OBE

    Pat is Chief Executive of ACOSVO, the Association of Chief Officers of Scottish Voluntary Organisations. Pat has led the IIP Gold accredited organisation since 2003 and having worked in the third sector for over 25 years, she has gained experience of both local and national voluntary organisations from a range of thematic areas.

    Celine Sinclair

    Celine has been Chief Executive since 2006, leading The Yard with dynamism and passion. Celine has a long association with The Yard, having been on the Board of Directors before taking the reins as Chief Executive. Celine represents The Yard and disability interests on a number of committees and networks. She began her career at the BBC World Service before returning to education to complete an MSc in Public Relations. Most recently, Celine worked in communications for Highlands and Islands Enterprise, and YouthLink Scotland.

    Celine is a powerful influencer of external strategic thinking in local and national government, and in academic circles. In 2017, Celine was awarded Leading Light at the SCVO Scottish Charity Awards, as well as the 2018 Director of the Year at the Edinburgh Chamber of Commerce Business Awards and Director of the Year - Small Business at the 2018 IoD Scotland Director of the Year Awards.

    10:10 - 10:15

    Questions and discussion

    10:15 - 10:55

    Founding and running a charity: Inside perspective

    • In-house perspective: challenges

    Graham Roberston, Director, Project Scotland

    10:55 - 11:00

    Questions and discussion

  • 11:00 - 11:15

    Refreshments and networking
  • 11:15 - 11:45

    Reputation management

    Catriona Watt, Patner, Anderson Strathern LLP

    11:45 - 11:50

    Questions and discussion

    11:50 - 12:20

    Effective management of reserves

    Lynne Lamont, Head of Charities (Scotland), Brewin Dolphin

    12:20 - 12:25

    Questions and discussion

    12:25 - 12:55


    Victoria Simpson, Director, Anderson Strathern

    12:55 - 13:00

    Questions and discussion

  • 13:00 - 13:45

    Lunch and networking
  • 13:45 - 14:25

    Commerce in Charity Law

    Gillian Harkness, Director, Burness Paull

    14:25 - 14:30

    Questions and discussion

    14:30 - 15:10

    OSCR - Obligations, guidance and investigations

    Helen Kidd

    Helen Kidd is an Associate in Brodies' personal & family team and focusses on advising on charity and third sector legal issues. Helen’s experience includes setting up/merging/winding up charities; advising on governance, charity tax, and trading activities; administration of grant giving charities; trustee training and dealing with a wide range of regulatory matters.  In relation to fundraising, donations, trusts and legacies, using her private client expertise, Helen advises on lifetime philanthropy and legacies/bequests.

    Helen is a charity trustee of a national community-based youth work organisation and governor of an independent school giving her insight into strategic and operational matters affecting the charities sector.

    15:10 - 15:15

    Questions and discussion

  • 15:15 - 15:25

    Refreshments and networking
  • 15:25 - 16:10

    The road ahead

    Gavin McEwan, Partner, Head of Charities, Turcan Connell

    16:10 - 16:15

    Questions and discussion

  • 16:15 - 16:20

    Closing remarks


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