James joined the Office for Civil Society in the Department for Digital, Culture, Media & Sport in early 2017 and is the policy adviser for giving and philanthropy in the youth and social action team. Before that, he completed his PhD in History at the University of York in 2016. His thesis investigated how ecclesiastical administration and law shaped regional identity and influenced political systems in England and Italy.
Now, he is part of a three-person team that examines how government can make giving money to good causes as compelling and easy as possible, which includes developing innovative giving and fundraising programmes and supporting major campaigns. James’ particular brief includes legacy giving, high-net-worth philanthropy, and place-based giving. He is also currently working on a project that investigates the impact of place-based public policy on local economic growth and social cohesion and wellbeing.
Kenneth Dibble has for the last 14 years been the Charity Commission’s senior legal adviser. He has held a number of senior legal and operational roles within the commission and has extensive experience in all aspects of charity law and regulation of charities.
Kenneth is a qualified barrister (Lincoln’s Inn, called 1977) and holds a master’s degree in law from University College, London. He also studied law at King’s College, London and the College of Law. Prior to joining the commission and the bar, he worked in banking and insurance and is an associate of the Chartered Institute of Bankers. He is a visiting lecturer on charity and regulatory law and practice at Cass Business School and speaks internationally on charity regulation.
Marcia joined the Salvation Army as its legacy manager in November 2017. The charity is one of the largest providers of social welfare in the world, working in 120 countries. In the UK and Ireland, this work includes more than 800 social service centres and community churches.
Prior to her new appointment, Marcia spent over 15 years in legacy management at The National Trust, most recently as head of legacy administration with responsibility for ensuring compliance with legal, Charity Commission and audit requirements, strategic planning and dealing with a range of legacy gifts. She describes moving legacies to the heart of National Trust thinking as one her most significant professional achievements to date. Originally from South Carolina, Marcia qualified and worked as a private client solicitor in the City of London before moving into the charity sector.
Professor Lesley King is a former member of the probate and estates committee of STEP and the Law Society’s wills and equity committee and an honorary member of the Association of Contentious Trust and Probate Specialists. She is professional development consultant at the University of Law.
She is co-author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; The Will Draftsman’s Handbook; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook. She is also a contributor to the wills and trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia.
She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.
Tom is a leading barrister at Radcliffe Chambers specialising in charities, trusts and estates, property and professional negligence litigation. He has been Advocate of the Year at STEP’s Private Client Awards and one of The Lawyer’s Hot 100 and now chairs the STEP Journal editorial board.
Consistently recommended by Chambers UK and The Legal 500 and praised for his ‘charming’ and ‘user-friendly’ approach, Tom acts for many national charities, advising them on governance matters and representing them in litigation, particularly in contentious probate actions. He is also recognised for his expertise in professional negligence where it overlaps with the private client world, such as tax-planning by solicitors and accountants. Recent cases of note include acting successfully for Bernard Matthews’ long-term companion in a dispute over his estate in the High Court and representing two firms of solicitors in a negligence claim against them in the Supreme Court.
Rob Cope is director of Remember A Charity, a consortium of 200 UK charities that work together to make gifts in wills the social norm. He is also director of development at the Institute of Fundraising, and board director of Relief International.
He was previously deputy director of marketing and communications at The Prince’s Trust, overseeing high-profile campaigns including The Trust's 30th birthday appeal.
Chris has over a decade of experience in managing charity legacy fundraising and administration. He has worked for Macmillan Cancer Support and Save the Children. He has been chair of Will Aid and a member of both the Institute of Fundraising’s special interest group for legacies and in memory committee and Remember a Charity’s campaign council.
Chris is currently CEO at the Institute of Legacy Management, the professional body for charity legacy administrators in the UK. He has recently written the marketing strategy chapter for the fourth edition of the Directory for Social Change's legacy and in memory fundraising guide.
Caroline initially pursued a career in corporate branding and identity, before spending the next 15 years working overseas, firstly in Bangkok as a fundraiser and chair of marketing and development for a large international school.
Time in Switzerland followed, where she was responsible for legacy fundraising for an international expatriate organisation before relocating back to the UK. Caroline has been working at Oxford University for just over three years as the central legacies officer, a role that combines legacy fundraising , stewardship and legacy administration. Many of Oxford’s colleges were founded through generous legacies and almost every part of the collegiate university has benefited from gifts in the wills of alumni, friends and supporters.
Alison leads Penningtons Manches’ charities practice. With extensive experience in charity law and governance as well as the formation of trusts and dealing with Charity Commission enquiries, she advises on charity structures and restructuring, trustee duties and charity schemes and orders.
She has a particular interest in supporting charities through organisational change, disputes and distress situations. She also specialises in legacy management, advising finance departments on ways to generate income, assisting charities appointed as executors or beneficiaries of wills and managing legal and tax issues resulting from gifts to charities. Her client base is focused particularly on large charities and the education sector and includes Oxford colleges, universities, academy schools, trusts and further education colleges. She is a regular author and speaker at seminars and workshops on charity issues.
Liz is a partner and heads Penningtons Manches’ large private client team in Guildford which is ranked in band 1 in the latest edition of Chambers UK. She advises on a broad range of private client matters including probate and estate administration for large estates with substantial assets both in the UK and overseas.
Recognised for her specialist expertise by both the leading legal directories, she is described in Chambers UK as ‘a real expert but also a very understanding and sympathetic person’. The Legal 500 praises her as being ‘excellent with clients’.