Income from legacies is a vital part of any charity’s funding stream. However, a number of problems can arise during the estate administration process, which can delay a charity receiving a legacy.

Our dedicated charity legacy solicitors can help you manage the complications that can arise from a legacy being made to your organisation. We 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 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 our specialist charity legacy lawyers are members of STEP and the Association of Contentious Trust and Probate Specialists (ACTAPS).