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


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…

Read full news story

Contact Us Today

Use the form below to get in touch with us about any questions you might have.
  • Hidden

Our latest news and events


Take care with New Year divorce plans or face delays and higher costs

The importance of taking the correct steps at the start of any divorce proceedings has been highlighted by Thursfields Solicitors. The advice from the leading Midlands law firm comes as the New Year brings a regular surge in the number of separations. Thursfields has also underlined the need to avoid short-cuts offered by unqualified businesses,…

Read full news story


A brief guide on succession planning for business owners

Here at Thursfields, we understand how successful business owners have often devoted years of hard work to building their thriving and profitable enterprises. These are often family affairs, with generations of the same family working together. However, planning for the succession of that business through the generations is something that is often delayed or overlooked,…

Read full news story

By using this website you agree to accept our Website User Terms