legacies

Legacy income is an ever
increasing source of funding for charities. Securing a donor pledge
can be time consuming and requires tact yet it is only the
beginning of a long process to ensure that the full amount left by
the donor is actually received by your charity. Our charity
legacy solicitors are one of a handful of teams in the country
able to offer expertise and advice on a full range of legacy
services including:
- legacy fundraising and charitable giving
- legacy administration and legacy disputes
- problem Wills and estates
- professional negligence
- trust administration
- property issues
- business sales
- foreign estates
- tax.
In addition to the above services, we also use
other advisers within the firm on an ad hoc basis. For example, the
legacy administration team recently called on experts from our
Employment Law team to advise on redundancy and TUPE issues arising
from a probate sale of shares in a private company. Other practice
areas we have used include intellectual property issues (literary
rights are the most common to arise), members of the Pensions team,
the Insolvency team and Corporate team.
Each month, we run, in
conjunction with the Institute of Legacy
Management (ILM), legacy workshops
either in London, Oxford or Southampton providing an excellent
opportunity to find out about the latest hot topics and legal
issues, share experiences and draw insights from other legacy
professionals.