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


Are you a Charity? Gifts in Wills Health Check

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Holding on for a bumpy ride

What is bumping? Bumping is a term that is heard of when talking, primarily about redundancy situations. To put it in simple terms bumping is a process of moving a potentially redundant employee (A) into another role and dismissing the employee currently performing that role (B). Therefore, for it to be a true bumping situation…

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