We can advise you on all aspects of charity legacy administration to help your charity maximise its income and minimise problems and delays.
We understand that legacies are a vitally important source of income for charities, and that a key objective is to secure the maximum value from each case. Collecting this income can be complex and challenging.
But our advice doesn't end with the law. We focus on practical, commercial solutions, and are very sensitive to the need to protect a charity's reputation – negative press coverage can be highly damaging for charities' long-term relationships with its donors.
Our services include:
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acting on your charity's behalf in high value and complex administrations or estate disputes
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assisting with routine legacy administration, including advice on tax and procedural issues
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dealing with ad hoc queries which arise in unusual cases
About us:
Our Legacy Management Group was established to support those people who are professionally involved in the administration of estates which have charities as beneficiaries. The group compliments our Contentious Trust and Estate Team, which regularly acts on behalf of charity clients in disputed matters.
In addition to being qualified solicitors, various members of our Legacy Management and Contentious Trust and Estate teams are qualified mediators, members of STEP and ACTAPS and Chartered Tax Advisers. We also have contacts with those who provide independent mediator services.
The full service nature of the firm means we have the ability and resources to provide advice on other relevant legal issues, such as complex charity administration, compliance and governance issues, tax advice or real estate matters.
We are proud to be a Corporate Partner of the Institute of Legacy Management, which provides high quality training and professional standards in legacy management.
