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
  • 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

15/10/2020

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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Our latest news and events

21/10/2020

Thursfields offers free employment consultations in return for survey

Businesses keen to build more flexibility into their workforce and working practices in response to changing economic conditions are being offered a free employment law consultation by Thursfields Solicitors. Employment Law Solicitors Thursfields’ Employment Law Solicitors are offering the free of charge telephone consultation to any company who answers a short online survey. Helena Morrissey,…

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20/10/2020

Thursfields joins forces with Aston Law School in new scholarship programme

Two law degree students will spend a day a week working at Thursfields Solicitors for two years in a new scholarship programme with Aston Law School. Walid Hakem and Valerie Achebe are the first students to win places on the programme, which was designed to widen access from students from black, Asian and minority ethnic…

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