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Services

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

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

14/06/2021

Removing some of the barnacles

The new Charities Bill, announced in the Queen’s Speech on 11 May 2021, has already started to make its way through Parliament. It is the result of a detailed review of technical issues in charity law which prompted Lord Hodgson, who undertook the review, to comment :- “I found that charities faced a number of…

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