Case study

Age UK: charity merger

Posted by : Anne-Marie Piper

The Farrer team guided us through the new legislation, as well as advising on the commercial aspects.

Client

Farrers advised on the highly complex, multi-jurisdictional merger of Help the Aged with Age Concern England, Age Concern Scotland, Age Concern Northern Ireland and Age Concern Cymru to create Age UK, Age Scotland, Age NI and Age Cymru.

The merger broke new ground as the first merger of four nations’ charities since the introduction of new charity law in England & Wales (Charities Act 2006), Scotland (the Charities and Trustee Investment (Scotland) Act 2005) and Northern Ireland (Charities Act (Northern Ireland) 2008), as well as leading to the creation of the premier group of charities working for and with older people.

The project pulled together experts from across the whole firm to ensure that every facet was integrated: Employment, Pensions, Property, Competition, Banking, Corporate, IP & Commercial, Financial Services and Disputes, as well as our top Charity law specialists.

“It was an enormous project and critical that we got all the details right as well as delivered to our timetable,” says Mark Harvey of Age UK. “The Farrers team guided us through the new legislation as well as advising on the commercial aspects of creating the new entity with the best foundations possible.”