Jacqui has worked in the area of Private Client since qualifying in 2006 with a predominant focus on trusts, tax, estate planning and charities. She is also experienced in other areas of Private Client work such as: probate, elderly and incapacity, Powers of Attorney and Will-making.
Before joining Royds Withy King in April 2013, Jacqui worked for a large London charity managing all of their charitable trusts.
She has a wealth of experience of assisting clients with:
In addition, Jacqui is regularly invited to speak at seminars and conferences on the subjects of charity law and estate planning. This year Jacqui presented at MBL’s Charity Law Conference dealing with governance issues and also at the Charity Law Association’s annual conference, providing the legal update. MBL is a large national training provider for lawyers and accountants. Also, Jacqui has produced two practice notes at the request of Lexis Nexis a well-known research resource within the legal profession. Jacqui was also asked to join a panel of experts involved in deciding the winner of the Charity Team of the year for the STEP private client awards in 2017.
Jacqui has been invited to speak at MBL’s 2020 Charity Law Conference again and will be covering money laundering issues facing charities. Jacqui has also been asked to speak at MBL’s 2020 Elderly Client Conference and will be covering particular issues arising in the course of later life estate planning.
Involvement in Working Parties
As an active member of the Charity Law Association; Jacqui regularly sits on working parties preparing responses to various consultations in the field of Charity regulation.
Some examples of Jacqui’s involvement in working parties are detailed below:
Jacqui previously served as a trustee of First Steps, a local children’s charity for three years.Also, Jacqui was elected on to the committee for the STEP Philanthropy Advisers Special Interest Group, remaining an active member for two years ans sat on the Bath Committee for the Quartet Community Foundation.
Jacqui also has an article published by Philanthropy Impact Magazine, discussing tax effective ways of giving to charities which you can read here.
Jacqui has also been published by the Civil Society. The article discusses on Governance and Leadership in September 2016 which you can read here.
Jacqui was asked to a short interview discussing charity best practice and tax effective giving. In the first link, Jacqui explains how to manage risk and best practice guidance for charity trustees. The second is about tax effective giving to charities and how to encourage more giving generally.
Jacqui was asked to do a short interview explaining the main points of the controversial New Charities Act which came into effect earlier this year. She specifically discusses the impact of the new rules regarding automatic disqualification of trustees and warning powers. The Act also covers new rules regarding fundraising and social investment.
The area of Private Client has always been extremely interesting and rewarding for me. I am dedicated to finding the best solution for my clients and take great satisfaction from knowing that I have been able to help them, whether by de-mystifying their tax position or providing invaluable guidance at a particularly sensitive time.
Following the National Portrait Gallery’s public refusal to accept a significant donation from the Sackler family, the Tate and the Prince’s Trust also announced their intentions to refuse any future donations from the family. These are the latest in a series of charities making difficult decisions regarding so called ‘tainted’ donations. We look at the importance of the need for trustees to understand their responsibilities in relation to fundraising.
Restless Development, a British youth charity, is the latest charity subject to accusations of sexual misconduct and systemic neglect. Volunteers claim that staff, and other volunteers, were involved in sexual relationships with pupils at placement schools and each other. They also report being forced to stay in unsafe accommodation and made to travel with taxi drivers under the influence of alcohol. Those who raised concerns say that these were dismissed by senior staff who put complaints down to “failing to adapt” to circumstances.
The UK’s charity sector is under close scrutiny, both nationally and internationally, following allegations that Oxfam workers were involved in the hiring of prostitutes and engaged in sex parties whilst working on earthquake relief projects in Haiti and a humanitarian mission in Chad. But what can the sector learn from these events going forward?
Jacqui Lazare, specialist charities solicitor, considers how the increased scrutiny and regulation of charities reminds us of the importance of good governance, and how to ensure any risks are mitigated as much as possible.
Our Private Client team has recently assisted in the registration of a charity specialising in the support of people suffering from a rare and little understood condition called Complex Regional Pain Syndrome (CRPS).
Our client – WDC, Whale and Dolphin Conservation – is the leading global charity dedicated to the conservation and protection of whales and dolphins. They used our Private Client team’s services for advice after they became the beneficiary of a significant gift under a Will.