Legacy Administration and Management

We provide specialist advice and support to enable your organisation to maintain, maximise and grow its legacy income.

Our team can offer practical assistance on the following:

How to increase legacy giving and maximise gifts in Wills
What to do if your organisation is named as an executor
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 administration process

Our Charity Legacy Administration and Management Service is lead by Katherine Ellis who has a number of years’ first hand charity sector experience, having previously worked for the PDSA, and most recently as Legacy Manager at the British Heart Foundation in London

Our latest news and events


Charities, keep your eyes on your gifts in Wills planning throughout Coronavirus (COVID-19)

Katherine Ellis, the charity legacies expert at Thursfields, has some top tips for charities worried about the pandemic’s effect on legacy income. I know many charities have been rocked by COVID-19, and that those working on legacies will be worried about whether this form of income will dry up. However, I’d like to assure you…

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Coronavirus (COVID-19) and the importance of directors’ duties

During this time of commercial unrest it is paramount that company directors have at the forefront of their minds their statutory duties when making difficult decisions about the future of their businesses. Directors must remember that they remain subject to the statutory duties even during these difficult times which are to act in in good…

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