Joint Head of Social Enterprise and Charity


Julian has always applied commercial disciplines to his predominantly non-profit distributing client base. He is particularly involved with the application of corporate/commercial law to charities, social enterprises, educational institutions and socially focused business and the engagement between such organisations and the public sector. As well as being joint head of the Charity and Social Enterprise team, Julian leads Bates Wells Braithwaite's cross-departmental Commercial Services group.

Julian’s experience includes: commercial and charity law advice to charities, social enterprises and commercial organisations; formations and constitutional reorganisations; Charity Commission and sectoral regulation; joint ventures/mergers/business transfers; private, public and third sector contracts and funding arrangements; public procurement and state aid; education law; financial services; and competition law.

Examples of recent work

  • Acted for Campbell Page Group Limited of Australia on transferring ownership of Campbell Page UK Limited to WISE Ability
  • Public investment offerings structuring advice and commercial contracts for community wind-farm, hydro and other environmentally focused projects
  • Successful tender bid team, contracts and sub-contracts for delivery of Ofsted inspection services
  • International licensing contracts for the use of software providing ethical investment data
  • State aid and public procurement advice to national funding bodies and social enterprise projects
  • Commercial and competition law advice to social enterprise projects engaged in fair-trade
  • Strategic implementation of public policy programmes in childrens' and youth services; early years; extended schools; the 14-19 agenda and leadership in schools
  • Restructuring and advice in relation to promotional and support service projects for umbrella body serving London higher education institutions
  • Review of status, structure and organisation of a national network of thirteen charities operating learning disability services across the UK
  • Advising the McCall MacBain Foundation, a grant-making organisation established by John and Marcy McCall MacBain on a £75 million donation to the Rhodes Trust, towards the future of its prestigious scholarshop programme. The gift, the largest since the establishment of the Scholarship in 1903, will enable the Trust to continue to send future global leaders to the University of Oxford

Qualifications and career

  • Oxford University, St Benet’s Hall, 1986
  • Guildford Law College, 1988
  • Trained at Bates Wells Braithwaite, 1989
  • Assistant solicitor at BWB, 1991
  • Partner at BWB, 1999
  • Joint Head of Charity & Social Enterprise department, 2011

Pro bono, memberships and appointments

  • Rapporteur to a sub-group of the Commission for the Future of the Voluntary Sector (the Deakin Report 1996)
  • Adviser to The Campaign for Fair Contracts and author of the Campaign's Statement of Case, 2000
  • Management committee and member of Charity Law Association
  • Member of Charity Law Association working parties on Local Authority Contracts, 2000-2001. Cabinet Office Strategy Unit Review of the Voluntary Sector, 2002. The Charities Bill and 2006 Act , 2004-2006. Industrial and Provident Society Reform, 2004-2008. Public benefit and fee-charging, 2008
  • Chair of Institute of Fundraising working group on contracts between charities and fundraising agencies, 2004-2005
  • Member of Futurebuilders Purchasers' working group, 2004-2005
  • Trustee of Media Diversity Institute

Publications and lectures

  • Author of the chapter on UK charities in "Investment Management Law and Practice" published by Oxford University Press
  • Contributor to "Unlocking Socially Responsible Investment" published by the Charity Finance Directors' Group
  • Guidance on public procurement for the Compact Commission and for ACEVO
  • "Charitable Status: A Practical Handbook" 6th Edition (original author Andrew Phillips - Lord Phillips of Sudbury) - 2008 - publisher: Directory of Social Change
  • "Getting it Right Legally: (2005)” and “Getting it Right Legally (2) (2010) for Playwork Partnerships with associated national programme of seminars in England and Wales (2006-2010)
  • Contributions to: "Keeping it Legal - Legal Forms for Social Enterprises" for Social Enterprise London
  • Contributions to "Charities Administration Service" and "Charity Trading and the Law" for Jordans
  • Seminars for BWB/Directory of Social Change Annual Charity Law Conference; Jordan's Charity Conference; Charity Fair; Independent Schools' Council (ISC); Independent Schools' Bursar's Association (ISBA); Institute of Fundraising; other client and public events