LBMW - Key Persons
Job Titles:
- Children 's Cancer Trust V Housing Solutions Limited [2020]
Love thy Neighbour as Thyself- but if you cannot this recent High Court commandment might assist
Anna is a partner in our private client team and has a wide practice advising international and UK based private clients, family offices and trustees, on matters including succession and estate planning, trust law, UK personal taxation, philanthropy and charity issues.
Anna worked in Jersey in the Channel Islands for a number of years and has significant experience dealing with all aspects of trust law and practice. Anna regularly advises settlors, trustees and beneficiaries in relation to the administration of a trust, the rights of each party and the UK tax consequences arising in relation to both UK and international structures.
Anna also advises philanthropists and charity trustees on charity law issues, philanthropic matters and tax efficient giving including cross border giving. Anna also advises on the establishment and ongoing administration of charities.
Anna works closely with clients to create structures which will protect them, their business interests and their families with the intention of maintaining family harmony and safeguarding property to protect vulnerable clients.
Job Titles:
- Partner and Head of Commercial Property
Archie is a Partner and Head of the Commercial Property Team at LBMW.
Archie advises clients with all their property needs including acquisitions and disposals, portfolio management, development and landlord and tenant work. He also advises clients on property issues arising out of formal insolvencies and business turnarounds. He acts for property developers, private investors, trusts, banks, corporate occupiers and charities with a particular focus on housing and re-generation, healthcare, retail and leisure, residential, offices, industrial and bank lending
Archie provides clients with clear pragmatic advice enabling clients to make quick well informed decisions.
Experience
Acquisition of a new bespoke Almshouse Site for a charity for £7m.
Job Titles:
- Partner and Head of Private Client
Catherine is a partner in our private client team and has a wide practice advising international and UK based private clients, family offices and trustees, on matters including succession and estate planning, trust law, UK personal taxation, philanthropy and charity issues.
Having worked in Europe for many years Catherine has direct experience in advising on the practicalities of cross-border estate planning and probate between the civil and common law jurisdictions. She has also advised on the cross-border repatriation of heritage property.
Catherine also advises domiciled and non-domiciled clients on the tax implications on their arrival in to or departure from the UK and on the creation of corporate holding and trust structures for the preservation and protection of assets and the associated applicable tax planning.
Catherine also advises philanthropists and charity trustees on charity law issues, philanthropic matters and tax efficient giving including cross border giving. She has extensive experience dealing with vulnerable individuals, both adults and children, and frequently assists with the preparation of asset protection structures and lasting powers of attorney often working with medical advisers to obtain the best outcome to protect the individual.
Catherine qualified in a City law firm in 1998 as a private client lawyer, she transferred to Italy with an international firm as an associate in finance and subsequently opened her own legal business in Italy advising private clients, trustees and family offices on their cross border requirements. Since her return to the UK she has continued to advise both UK and international clients.
Clifford is a partner in our dispute resolution team. He advises clients on a wide range of litigious matters which cover the core areas of the Firm's practice.
Clifford has particular expertise in Schemes of Management, property disputes, trust disputes and charity/educational/ecclesiastical matters. He routinely appears in the County Court, High Court and Court of Appeal.
Experience
Clifford qualified as a solicitor in 2007. Some of his career highlights to date include:
Clifford joined Lee Bolton Lee, as it then was, in 2005 to commence his training contract and has spent the whole of his career very contentedly at the firm. Clifford became the Finance Partner in October 2020.
Ed is a partner in the commercial and corporate team handling all aspects of business law. He spends the majority of his time on mergers & acquisitions, company structuring, shareholder matters, commercial agreements and employment.
Ed leads the Firm's corporate and commercial work. His clients are companies, SME's, investors - both international and domestic, start-ups, entrepreneurs, charities and educational organisations. He particularly enjoys getting involved at the start of a client's business journey and forging long term relationships.
As well as commercial transactional work, Ed's business practice includes corporate governance, company re-structuring, re-financing, shareholder matters, fundraises and compliance - in particular, data protection/GDPR.
Ed also has a busy employment workload usually acting for employers in contentious and non-contentious work and advising on TUPE. He has a particular interest in stress at work and personal injury advice and claims. He also regularly works alongside the IP & IT and the dispute resolution teams. His work is across the Firm's specialist sectors including acting for charities, faith institutions, restauranteurs and those in the wine and spirits trade.
Ed is a friendly and approachable lawyer who guides clients through complex transactions or difficult personal situations in a clear and calm fashion.
Edward is a trainee in our Litigation department
Expertise
Dispute Resolution
Job Titles:
- Senior Partner and Head of EEC
He is Senior Partner and Head of the Ecclesiastical Education & Charities Department at LBMW.
He was educated at St Edward's School Cheltenham and the University of Bristol where he studied Theology and Religious Studies, graduating with an MA in theology. He qualified as a solicitor in 1999 following a training contract with a firm in North Cornwall, and was an assistant solicitor in firms in Exeter and Oxford. He joined Lee Bolton & Lee (now LBMW) in 2001.
He is Registrar to the Dioceses of Bangor, Ely, Guildford and Liverpool and is the Registrar of the Faculty Office of the Archbishop of Canterbury and he is Deputy Registrar to the Dioceses of Lincoln and Derby.
He is the solicitor to many charitable companies, Maintained schools, Academies, Independent schools and a number of Church of England Diocesan Boards of Finance and Education.
He advises the Whitgift Foundation and a number of Multi- Academy trusts. He is a director/trustee of board of The Woodard Corporation.
He is also a member of the Society of Trust and Estate Practitioners and is an executor and trustee of numerous estates / trusts and has particular interest in cross-border succession issues with France . He was the solicitor and executor in the following High Court Case Dellar v Zivy and others [2007] EWHC 2266 (Ch), [2007] All ER (D) 121 (Oct).
He is chair of : The St Mary Magdalen Oxford Restoration and Development Trust, the Bishopsland Educational Trust and The Bletchington Charity.
He lives in Oxfordshire.
'Howard Dellar has been constantly available and directly accessible to me, providing timely and appropriate advice.'
Ian acts for a wide range of charitable organisations, with a particular focus on ecclesiastical and education law.
His practice extends to:-
Ian has been a solicitor since 2013 but has worked in the field of ecclesiastical law since 2005.
Jane is our charities manager and works on our education, ecclesiastical and charities team.
She has an extensive knowledge of charity law and its application in England and Wales in particular in relation to schools, colleges and Universities and advises clients on all aspects of setting up, registering and operating a charity.
Jane specialises in governance reviews, trustee and senior officer training and updating governing documents as well as helping clients with understanding their trusts, dealing with their property and addressing risk.
She understands the importance of balancing legal and practical requirements and is able to quickly find solutions to often complex issues. She also has at her finger-tips a range of options for trustees to achieve their goals with minimal need for Charity Commission intervention.
Experience
Before joining LBMW, Jane worked for 28 years at the Charity Commission, where she was Head of Policy and Guidance, Head of Registration, Head of Outreach and Visits, Head of Schools and Education and deputy head of Armed Forces Charities. In her final post at the Commission she was responsible for delivering the Core Knowledge Programme to staff.
Jane has given lectures and provided training to lawyers and trustees on various aspects of charity law.
Jessica is a Partner in our real estate team. She advises both corporate and individual clients on the acquisition, disposal and residential real estate.
Jessica deals with both the sale and acquisition of both freehold and leasehold residential properties, including new build properties and listed buildings; leasehold enfranchisement, usually acting for individual leaseholders exercising statutory rights; voluntary freehold acquisitions and lease extensions and all other aspects of residential property transaction. Jessica also has experience acting for Insolvency Practitioners in relation to residential and commercial property sales as result of both personal and corporate insolvency.
Jessica deals with overage deeds, deeds of variation and the granting of new leases.
Experience
Jessica qualified as a solicitor in March 2013. Some of her career highlights to date include:
Acting for high net worth individuals on the acquisition and sales of high value properties.
Job Titles:
- Partner and Head of Charity & Not for Profit
Khalid is a partner and Head of Charity & Not for Profit and advises on issues relating to Charities & Not for profit organisations and deals with contentious and non-contentious matters.
He has several years' experience advising charities and not for profit organisations on a range of issues from the initial set up and registration process through to specific issues of governance, audit and risk management, re-structuring, mergers, trading subsidiaries and charity commission investigations and inquiries.
He advises groups with a range of charitable purposes as well as Professional Associations and Community Interest Companies. He also advises high net worth individuals regarding setting up and managing Philanthropic Foundations.
He has developed an expertise in the Muslim sector and is thus a point of reference for many Muslim organisations, both nationally and internationally. He assists clients who wish to establish their Charitable Foundations in accordance with Islamic principles (waqf).
Khalid qualified as a solicitor in 1996. Some of his recent work include:
Advising several charities who are subject to Section 46 Inquiry by Charity Commission (Regulator) for alleged mismanagement and misadministration of the charity involving varying issues.
Lina is a Partner in our real estate team. She acts for individuals, small and medium enterprises and charities in relation to the acquisition, sale, leasing, refinancing and general property portfolio management of both residential and commercial real estate.
Lina is experienced in advising on all types of real estate transactions including acting for high net worth individuals in residential property matters and working with developers from purchase, refinance to final sale of units. She has a particular interest in advising charities in relation to their real estate portfolios. Lina has also developed a specialisation in dealing with property transactions financed in accordance with Islamic principles. She has a broad client base, acting for clients in London and the Home Counties but also outside of the UK, in particular the Gulf States.
Experience
Lina qualified as a solicitor in 2013. Some of her career highlights to date include:
Job Titles:
- Partner and Head of Residential Property
Margurita is a Partner and Head of Residential Property team. She deals with all sectors of the London Residential property market.
She is highly experienced in all aspects of residential property transactions including, but not limited to, dealing with High Value Properties, Transfers of Equity, Lease Extensions, New Build Properties and the Granting of New Leases together with all other aspects of residential property transactions.
She also deals with Overage Deeds, Pre-Auction advice and Lease Extensions and Deeds of Variation.
She acts for a wide range of clients including Developers, Charities, Landlords, Landed Estates, UK Clearing Banks as well as individuals from the UK and abroad.
Experience
Some of his career highlights to date include:
Margurita acted for a high net worth individual on the acquisition of a Grade One Listed Building
Margurita has successfully completed a £36 million acquisition of a penthouse flat in central London
Margurita has prepared the leases and dealt with sales of a large development in central London
Margurita has completed the sale of land which encompassed an Overage Deed.
Michael is a Solicitor in both our Dispute Resolution and Commercial and IP teams.
He joined LBMW as a trainee solicitor in September 2019 before qualifying as a Solicitor in 2021. He spends much of his time advising on property and charity litigation, IP law and trademark oppositions and non-contentious commercial or corporate agreements.
Experience
Michael deals with a variety of disputes ranging from disputes between landlords and tenants, commercial and contractual disputes between companies, shareholders disputes including unfair prejudice claims, charity litigation, trust disputes and contested probate as well as defamation claims. He also advises on settlement agreements in connection with employment disputes. His clients are varied and include companies, charities, public bodies and individuals.
He advises several international clients on the protection of Protected Designations of Origin and Protected Geographical Indications in the wine, spirits and food sectors. Michael has experience in trademark opposition proceedings in the UK IPO relating to the protection of geographical indications including Champagne, Cognac and others.
He often advises clients on non-contentious work including commercial contracts and agreements, corporate structures and employment contracts. Michael has experience in clergy discipline work and has recently represented a client in the Court of Arches, the ecclesiastical court's court of appeal.
Experience
Michael qualified as a solicitor in 2021. Some of his career highlights to date include:
Niamh is an associate in both our Dispute Resolution and Commercial and IP teams. She advises on a wide range of property and commercial related disputes while also advising on trademarks, contracts, employment related issues and Court of Protection applications.
Niamh has particular expertise in, possession claims, landlord and tenant disputes, property litigation, commercial disputes, debt recovery, commercial transfer agreements in the context of academy conversions, advising on settlement agreements and employment issues, Court of Protection applications, advising on branding and trademarks, trust disputes and contested probate matters.
Experience
Niamh qualified as a solicitor in 2016. Some of her career highlights to date include:
Niamh joined LBMW joined from Sibley Law where she trained. She is a member of the Property Litigation Association.
Nigel Urwin is a Consultant and head of our intellectual property team. Lately he has tended to concentrate on advising largely international clients on the protection of their intellectual property particularly trademarks, copyright and geographical indications.
He has many years experience dealing with corporate mergers and acquisitions, software licensing, film and television contracts, publishing agreements, and the protection of brands and geographical names. Recently he has advised international lawyers and clients on the protection of their intellectual property in the context of Brexit. In the course of his career he has advised multinationals and SMEs, charities, and quangos on commercial law issues in a wide range of diverse circumstances, always bring to bear a focus on delivering cost-effective solutions for clients.
Experience
Some highlights of a diverse career in commercial and media law include:
Nishita is a partner in our Real Estate team. She advises on all aspects of real estate transactions including commercial, residential and landlord and tenant work.
Nishita acts for a corporate clients, small businesses, individuals as well as a range of charities from national charities and organisations with significant property investment portfolios through to schools and small charities.
Nishita has particular expertise in acting for charities with substantial property portfolios and advises on the implications of the Charities Act on property assets, including the leasehold management matters and the development of land through non-primary trading vehicles.
Nishita is regularly asked by charity clients to provide strategic property advice and works closely with our Charity team to ensure that clients understand and work within the confines of their trusts/governing document, suggesting amendments or changes where appropriate.
Nishita works closely with colleagues in our property litigation department and takes a pragmatic, solution-based approach her work.
Nishita is a member of the Charities' Property Association.
Job Titles:
- in 2022 As a Legal Advisor
- Legal Adviser ( SQE )
- Member of JUSTICE
Ola joined LBMW in 2022 as a Legal Advisor and brings to the team her experience in corporate governance and business development. She has worked with international organisations including the Foreign Office with an aim to draw on her commercial experience to assist the team with academy-related work.
Ola also worked with Baroness Cox at the House of Lords as a legal advisor was an assistant for an MEP at the European parliament in Brussels, giving her good exposure to various key legislative institutions.
She read law the London school of Economics and attended BPP law school (London) where she did the Bar Course and was later Called to the Bar at the Inner Temple.
Ola is a member of JUSTICE, the Ecclesiastical Law Society and the Charity Law Association- where she also sits a member of the CLA Model Documents standing committee.
Expertise
Charity
Ecclesiastical
Education
Rebecca is a trainee in our Ecclesiastical, Education and Charity department
Prior to Joining LBMW Rebecca worked as a legal officer at the Catholic Education Service. In this role she worked closely with dioceses, religious orders and policy officials at the DfE.
Rebecca was a Court of Appeal judicial assistant to Lord Justice Flaux where she experienced a wide range of commercial appellate work. She worked on the high-profile cases of BNP Paribas SA v Trattamento Rifiuti Metropolitani SPA [2019] EWCA Civ 768, Huawei v ZTE [2019] EWCA Civ 38 and Reading BC v Ali [2019] EWHC 200 (Admin).
Rebecca also worked at the Law Commission of England and Wales, where she contributed to projects relating to money laundering and corruption of public officials. Rebecca read law at the University of Sussex and the London School of Economics. She is currently a member of the CLA's working group on the Charities (Regulation and Administration) (Scotland) Bill.
Expertise
Charity
Ecclesiastical
Education
Job Titles:
- Partner and Head of Family Law
Shameela has been specialising in family law for close to 20 years. She has a wealth of experience in dealing with multi-value, complex financial claims and private disputes over children.
Shameela took a special interest in family law during her studies and specialised in family law in both her undergraduate degree and postgraduate degree where she specialised in international family law and child law (with an emphasis on assisted reproduction, adoption and surrogacy).
Experience
Throughout her career Shameela has worked extensively on financial settlements, jurisdictional issues, pre and post nuptial agreements, variation of maintenance applications, enforcement of orders, appeals, child abduction and national and international relocation of children. She has also acted for unmarried and same sex couples and assisted them with financial and property claims. She has acted for a variety of individuals from professionals to business entrepreneurs and celebrities.
Leo Tolstoy, a famous author wrote "All happy families are alike; each unhappy family is unhappy in its own way". Shameela offers a bespoke and holistic service to her clients as she recognises that family breakdown can be one of the most challenging events in an individual's life. She believes every case is different and she prides herself in providing a bespoke legal solution for her clients and the objectives they would like to achieve.
Shameela has built a reputation as a personable and pragmatic lawyer with an extensive range of technical expertise. She regularly provides comment on family law issues for various media publications and radio.
Job Titles:
- Head
- Managing Partner
- Managing Partner and Head of Dispute Resolution
Stephen is the Managing Partner and head of our disputes resolution team. Stephen advises, mediates, resolves and litigates on a wide variety of chancery, commercial and property related disputes.
Stephen has over 20 years' experience advising clients on all areas of property and landlord and tenant law and disputes including vacant possession strategy of large-scale redevelopments; opposed and unopposed lease renewals; breaches of covenant; dilapidations and property related insolvencies. Stephen also advises on disputes arising from developments, easements, rights of way and has particular expertise in rights of light disputes. He also extensive experience representing clients in commercial and Chancery disputes including claims relating to fraud, company and shareholder disputes and trust litigation.
Experience
Stephen qualified as a solicitor in 1999. Some of his career highlights to date include:
Susan is an associate in our Ecclesiastical, Education and Charities Department. She advises clients on the setting up and running of charities, particularly in relation to governance.
Susan works with a wide range of charities and not for profit organisations, from small unincorporated trusts to large corporate charities, including Royal Charter bodies. Given her background in company law, she has a particular interest in governance, and often assists trustees to update and improve their governance systems and documents. She has considerable knowledge and experience of educational charities, such as schools (both state schools and independent schools) and universities and colleges, particularly those with a Church of England foundation. She has a strong working knowledge of the Department of Education's suite of documents for multi-academy trusts, and works efficiently with the Charity Commission, the DfE, and other government departments.