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Legacies 3C

Legacies

Income from legacies is a vital part of any charity’s funding stream. But as you’ll know if you have any experience of dealing with legacies, they can be fraught with difficulties. Any number of problems can arise during the estate administration process, all of which can delay your benefactor’s generosity starting to fund your work.

We have a dedicated charities legacy team who can help you manage the complications that can arise from a legacy being made to your organisation. They provide support, advice and training in all probate matters and protection of your legacy income including:

  • Challenges to the validity of a will
  • Claims under the Inheritance (Provision for Family and Dependants) Act 1975
  • Ex gratia payment requests
  • Problematic executors
  • Addressing avoidable losses to an estate (e.g. excessive fees)
  • Disputes over the interpretation of wills
  • Assisting you with the administration of estates (including liaising with agents and third parties on your behalf)
  • Dealing with tax issues and liaising with HMRC
  • Dealing with foreign estate assets

To reflect our commitment to working collaboratively with charities and helping you fulfil your mission effectively, we are a corporate partner of the Institute of Legacy Management (ILM), Remember a Charity and the Association of Contentious Trust and Probate Specialists (ACTAPS).

Latest News & Blogs

1975 Act Claims: How late is too late?
Feb
2018

The 1975 Inheritance Act states that (i) claims “must be brought within 6 months of the date of the Grant; (ii) unless the court grants permission to pursue a claim issued out of time”.

Cohabiting
Feb
2018

Whilst cohabiting couples are common, it is important to note that the law does not always make the same provision for them as either spouses or civil partners.

Charities & Social Enterprise Team

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