legacies

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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.

 

contact us icon For further information contact Alison Talbot in the Charities group on 01865 254241 or email alison.talbot@bllaw.co.uk