Kate Sherlock

Background

About Kate Sherlock

Charities Senior Associate.As an experienced charities lawyer I advise charities across sectors on a wide range of charity, company and trust law matters. My experience includes- Advising on governance issues and disputes, trustee duties and managing conflict issues- Advising and providing training on safeguarding governance, including preparing bespoke safeguarding policies and procedures to cover both statutory safeguarding obligations in respect of children and adults at risk and the Charity Commission safeguarding duty- Advising on and preparing serious incidents reports which are made to the Charity Commission, covering issues like safeguarding, significant financial risk and data protection- Advising on charity mergers and acquisitions, including conducting due diligence, drafting transfer agreements, and preparing ancillary documents- Assisting and advising on incorporation and restructure projects- Establishing new charities, including drafting constitutional documents and preparing registration applications for new charities, ensuring smooth submissions to the Charity Commission- Reviewing and advising on updates and amendments to charity constitutions and delegation frameworks- Advising on and establishing trading subsidiaries, including preparing agreements to govern the relationship with the parent charity- Drafting specific grant agreements between charities as well as preparing template documents for charities to utilise- Advising on endowments and special trusts.