Charity Legacy Management

Specialist advice and support to enable your organisation to maintain, maximise, grow and protect its legacy income.

Thursfields’ specialist Charity Law Solicitors have a wealth of experience and knowledge to assist with all your legal requirements.

Our team can offer practical assistance on the following:-

  • How to maximise the value of your charity’s legacy
  • The estate information your organisation is legally obliged to obtain, and entitled to receive
  • Decisions regarding the sale and/or appropriation of estate assets
  • How to handle abated legacies
  • Taxation of trusts and estates
  • Reviewing internal procedures, processes, and systems
  • Service level agreements/Delegated Authority
  • Trustees’ duties and responsibilities
  • Ex gratia requests
  • Restricted and designated income
  • Financial reporting
  • Liaising with the Charity Commission
  • Bespoke in-house training
  • Outsourcing of the legacy management process

Our team also has a proven track record of resolving complex legacy disputes in favour of not for profit organisations, to include:-

  • Claims under the Inheritance (Provision for Family and Dependants) Act 1975
  • Challenges to the validity of Wills (including claims on the grounds of lack of testamentary capacity, undue influence, and fraud)
  • Applications concerning the interpretation and construction of Wills
  • Disputes concerning missing or lost Wills
  • Proprietary estoppel claims
  • Professional negligence claims (as disappointed beneficiaries, or arising out of negligent advice regarding trusts, wills and estates)
  • Executor/trustee disputes
  • Cy-près applications


CEO and Trustee considerations in legacy giving

Many charities have been rocked by Covid-19, and many within the sector have been concerned as to whether the income received from legacy giving will sustain. However, with a reported surge in the number of charity legacies being written into Wills during the coronavirus pandemic, and legacy income predicted to rise in the next five…

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Key team member

Katherine Ellis
Senior Associate Solicitor, Charities and Communities

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