Our Services

We have seen growth in our involvement in high-profile charity regulatory and governance matters, key board agenda items such as data protection compliance, fundraising regulation and safeguarding, and complex charity structuring involving detailed inputs on all aspects of tax law. 

Our international charity client base and our social enterprise sphere is also growing, both as legal advisors and as facilitators. In 2018, Duncan Osler and Robin Fallas hosted social enterprise and public body leaders for ground-breaking talks on expanding partnerships and ideas. We have a dedicated focus on social care and service-driven organisations, areas in which our team’s practical approach and in-depth sector knowledge is welcomed by clients.

Key areas of work include:

  • Charitable Trusts
  • Charity and social enterprise establishment, structuring and restructuring
  • Regulatory advice for charities and the third sector
  • Tax advice for charities and the third sector
  • Charity fundraising regulation
  • All aspects of charity and third sector governance
  • Collaborations and all aspects of contracting
  • Trading/Enterprise/Community Renewables
  • All aspects of property and IP
  • Data protection compliance for the third sector
  • Marketing and communicating with the public, service users and donors
  • International and domestic charity and social enterprise establishment and structuring
  • Pensions and employment
  • Risk management and safeguarding
  • Social media and digital platforms for the third sector
  • Trustee training and legal compliance/governance reviews
  • "MacRoberts' team builds strong working relationships with clients and inspires confidence in their ability to quickly identify the key issues and requirements and provide binary advice. Their approach on this individualised basis is excellent and compares well to other firms."

    Legal 500
  • "The MacRoberts team we have worked with, led by Partner Val Surgenor, have been fantastic at responding to our queries regarding GDPR, and providing well-considered, tailored advice and assistance. We value the effort and attention to detail that the lawyers we have worked with take in dealing with our queries in a clear and easy-to-follow manner."

    Legal 500
  • “MacRoberts’ Charities Team has wide ranging expertise covering governance, fundraising and data protection experts working specifically in the third sector, meaning we receive specialised advice from a team that understands how charities operate. The team at MacRoberts makes complex areas of law easy to understand and apply.”

    Project Trust
  • "They are timely, very communicative and able to scale up and down their team as required over the course of a project life-cycle."

    Chambers UK Guide to the Legal Profession
  • "The practice offers practical and pragmatic advice."

    Legal 500
  • "The team's key strengths include 'knowledge of their specialist areas and how to bring in the right departments where needed'."

    Chambers UK Guide to the Legal Profession
  • "The firm 'inspires confidence in its ability to advise and support'."

    Chambers UK Guide to the Legal Profession
  • "Valerie Surgenor is understated but hugely competent, knowledgeable and pragmatic."

    Legal 500
  • MacRoberts is praised for its "excellent level of service and quality of advice, and for its solutions-focused approach".

    Legal 500
  • "The 'personal approach combined with their legal knowledge results in a high level of satisfaction from clients'."

    Chambers UK Guide to the Legal Profession
  • "Their approach to supporting clients over and above the provision of legal services is fantastic."

    Chambers UK Guide to the Legal Profession

Charities & Third Sector

As a leading adviser to charities, the third sector and social enterprise in Scotland, MacRoberts has a deep understanding of the issues and challenges facing the sector.

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