Our work with elder clients and vulnerable adults often overlaps with the purposes of charities and social enterprises

We are keen to support local charity and social enterprise and would encourage such organisations to contact us to discuss how we may be able to collaborate.


The support of philanthropy is key to our corporate social responsibility policy and we will always work with our clients to encourage and explain the varied ways in which they can support charitable purposes. There are various ways in which we support philanthropy and please contact us if you are interested in working with us.


Many charities have found our training sessions to be of great assistance in the furtherance of their objects. We can provide staff training sessions to suit your time and budgetary constraints and we have limited pro-bono hours available each year. We are also happy to provide some sessions for the families who may attend your contact centres. The most popular subjects for charities are currently financial abuse, powers of attorney and the court of protection, the Mental Capacity Act and the Care Act.

Legacy Administration

The continued lack of regulation in the estate administration industry, coupled with ever more complex challenges to Wills, mean that the need for good quality advice and support is greater than ever. In accordance with our pricing philosophy we offer a range of services to suit the varied budgets of our charity clients. We will work closely with you to develop the appropriate strategy in each case.