Legal services

  • Contracts
  • Data protection
  • Employment & management, including pension auto-enrolment
  • Fraud
  • Funding & fundraising
  • Governance & structure
  • Intellectual property & brand protection
  • Procurement
  • Risk management
  • Regulation & compliance, including Gift Aid rules and SORPs (statement of recommended practice)
  • Tax matters

Sector expertise

MacRoberts is a leading adviser to charities, the third sector and social enterprise in Scotland. Through our team’s affiliations with the sector, we have a deep understanding of the issues and challenges facing charities, the third sector and social enterprise and our expertise and experience means we are ideally placed to work with our clients to achieve their outcomes.

“The robust and responsive support given by Katy’s team is important to ENABLE Scotland; and her personable manner and can-do approach helps us to get things done. “

Theresa Shearer, Chief Executive, ENABLE Scotland

As well as offering high quality, contemporary legal advice, our legal experts are closely involved in this sector. This allows them a deeper understanding of the evolving nature of your requirements and the need to be innovative in the way in which you operate. The need to adapt and innovate are traits with which MacRoberts can readily associate.

“They are very knowledgeable on the challenges we face, and extremely supportive and rigorous in the work they do.”

MacRoberts Client

At MacRoberts, we have always believed that we have responsibility to use our legal knowledge for a wider good. We aim to make our legal skills available to the charitable and not-for-profit sector on an affordable basis. Our work spans the entire spectrum of third sector organisations, from pro-bono, through to small organisations working to a fixed budget, to some of Scotland’s largest charities with complex legal needs.

Social Enterprise World Forum 2018

MacRoberts was a key sponsor of the Social Enterprise World Forum (SEWF), which took place in Edinburgh in September 2018.

Partner Robin Fallas has written a series of articles on the evolution of the charities and social enterprise sector over the last 10 years:

Key contacts

Val Surgenor, Partner

Val specialises in Intellectual Property, Information Technology and Charity Law. With a prior career in social care management she is the head of the firm’s Charities and Third Sector practice and combines the two areas with a particular focus in the area of data protection, governance and general compliance matters.

Robin Fallas, Partner

Robin specialises in advising on public and third sector matters. He is listed in Chambers for his procurement and charity law expertise and advises public bodies and third sector bodies interfacing with the public sector on commercial and contractual matters, legal structures, governance, European and legislative considerations, regulation and disputes.

Our work

  • We supported and advised Trust in Fife, the lead agency in an ambitious and innovative public social partnership between Fife Council and 13 third sector organisations.


  • We have supported and advised CEiS on a number of charity and social enterprise structuring matters, including use of innovative structures (third sector-led LLP to deliver public contract, implementing an optimal structure for a new subsidiary social enterprise and a global social enterprise organisation).
  • We have supported and advised Beatson Cancer Charity, an organisation offering critical support to patients and families, funding and research opportunities and engaging the public in awareness and support, on a range of matters. These include a charity merger, for which we provided governance training and advised on commercial arrangements, such as trademark issues, as well as brand development and management.

“If I need something done, MacRoberts will move heaven and earth to do it.”




What our clients say about us


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