Providing charities and private individuals with bespoke legacy management and advisory services, ensuring their contributions are handled with expertise, sensitivity, and care, creating impact beyond their lifetime.

Expert administrative support and technical advice to charities benefiting from gifts in wills, from notification to final distribution.

Comprehensive assessment of legacies from Estates and Trusts to ensure their current value and accuracy, so that they can be relied upon for planning, reporting, accruals, or strategic decision-making.

Essential service for charities and charitable individuals providing sensitive, professional and warmhearted response to legacy enquiries, ensuring legacies are made in Wills in the most impactful manner.

“Blessed Are Those Who Plant Trees Under Whose Shade They Will Never Sit”

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We believe that every charitable gift deserves big respect, expert management & administration, and impactful delivery.

We believe that making a legacy is the ultimate act of purpose.

We believe that each of us can have a significant impact on this world.

We believe that giving our attention and resources to the causes we care about changes the world for the better for everyone.

With professional management of legacy gifts, charities can minimise administrative burdens, reduce risks, and speed up the distribution process. Our expert advice helps maximise the value of legacies by identifying tax efficiencies and protecting the charity’s interests in complex cases.

Our Legacy Audits bring in significant benefits, including an accurate and up-to-date understanding of the current value of the various interests in Estates and Trusts. This ensures the integrity of financial reporting, providing reliable data for accruals, budgeting and income forecasting. As an added bonus, this service often brings acceleration in distributions, improving the immediate financial position and cash-flow.

We offer compassionate, professional guidance that encourages meaningful legacy giving. Our advisory service ensures that charity legacy enquiries are handled with sensitivity and care, providing tailored advice to help individuals leave impactful legacies through their Wills. By providing expert support via Memento Legacy, charities can build stronger relationships with potential donors, encouraging legacy gifts that sustain the charity’s long-term mission.

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  • Client Testimonials

    "Petra is a total expert in her field. She is diligent, detailed, resourceful and tenacious. She organised our legacy files at lightening speed and capacity built my team to be able to manage legacy administration for the long term. As a result of Petra's support, the Vision Foundation has a much more accurate approach to budgeting legacies and a more efficient method of administration. She is helpful, thoughtful and incredibly experienced. I highly recommend her services."

    Tamsin Baxter, Vision Foundation for London

  • Client Testimonials

    "Petra is incredibly passionate about legacies for charities, and this comes through clearly in her work and willingness to share her vast knowledge. Whilst working together, Petra has improved our pipeline reporting, been a fantastic help with auditors, confidently handles all our legacy admin and as a result has helped us maximise our legacy income."

    Claire Pullinger, Queen Elizabeth Foundation

  • "Petra is a true role model on legacies.

    She manages a complex portfolio of legacies with consummate skill, delivering a level of quality that is of the very highest order and unpicking the most complicated problems with her trademark unflappable calm.

    What sets her apart, however, is her ability to engage and enthuse others in what can be a very complex and technical subject. Not only does she demystify the more complicated aspects of the subject with amazing subtlety, but she immerses herself in the wider charity so that the context of any legacy is always brought to life vividly. Working with Petra remains a constant and positive pleasure and she is hugely respected and trusted by all those she works with."

    Simon Hopkins, Turn2us

  • Client Testimonials

    "Petra is a superb legacy consultant. She rapidly assimilates the context in which a particular charity operates, enabling her to produce first class results with very little fuss. She works very hard and is happy to work with whatever systems a charity already has in place, requiring very little support. I have worked with her over a number of years, and would always call her if I needed a legacy consultant."

    Matthew Lagden, Action for Children

  • Client Testimonials

    "Petra is a fantastic, personable and extremely efficient Legacy consultant. Our income has grown significantly since Petra has been working for us and she deals with clients in an effective, clear manner. Her background in law is a real asset to us. Petra is a great addition to our team."

    Jane Beaven, Royal Hospital for Neuro-disability

Let’s start a conversation today

Ready to take the next step in addressing your legacy requirements? Let’s discuss how we can help you achieve your goals. Whether you’re looking for expert advice, strategic insight or a fresh perspective on legacies, we’re here to guide you.

Book a free 15-minute discovery consultation to explore how we can collaborate and drive legacy impact together.

Fill out our contact form for tailored solutions to your legacy requirements.

 Let’s connect and start a conversation.