Gifts in Wills Advisory
Private individuals receive compassionate, professional guidance that encourages meaningful legacy giving. This service ensures that legacy enquiries from supporters are handled with sensitivity and respect, offering tailored advice to help donors leave impactful gifts through their Wills. By providing expert support, charities can build stronger relationships with potential donors, encouraging legacy gifts that sustain the charity’s long-term mission. This approach not only simplifies the process of including legacies in Wills but also enhances donor confidence, resulting in a more secure and predictable future income for the charity.
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Essential telephone service for charitable organisations providing warmhearted, sensitive and professional response to supporter enquiries ensuring legacies are made in Wills in the most impactful manner.
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Our team will work with individuals and their legal advisors ensuring that each gift in Will is made with the appropriate level of formality, correctly reflecting the legators’ wishes and securing maximum impact of the gift.
Legacy Auditing & Valuations
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 and compliance with accounting standards. Additionally, having precise valuations enables more informed and strategic decision-making, allowing charities to optimise budgets, plan for future growth, and mitigate potential risks. Ultimately, this service provides transparency, confidence in legacy income pipeline, and the ability to align the wishes of the donors with future impact. As an added bonus, this service often brings acceleration in distributions, improving the immediate financial position and cash-flow.
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Calculating precise valuations for each legacy based on probate registry data and determining the total legacy pipeline value for the organisation.
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Of all assets held in the current and past legacy portfolios and their consideration for accelerated settlement, reclaim, development or disposal together with recommendations for the liquidation strategy to be adopted in each case, increasing immediate and mid-term legacy income.
Legacy Portfolio Management
With professional handling of legacies, charities can minimise administrative burdens, reduce errors, and speed up the distribution process. Expert advice helps maximise the value of legacies by identifying tax efficiencies and protecting the charity’s interests in complex cases. Our expert legacy management services result in streamlined processes from the initial notification of a legacy through to final distribution, ensuring compliance with legal and regulatory requirements. Ultimately, this service allows charities to focus on their core mission while confidently managing and securing their legacy income.
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We take the ongoing responsibility over the management of pecuniary, specific and residuary legacies and Will Trusts, ensuring bespoke administrative support and technical advice from notification to final distribution. Professional oversight of the legacy case portfolio, managing communication with Estate Executors and administrators ensuring that all legacy cases are up to date, reviewed as necessary, and completed within adequate timescales.
We aid and safeguard legacy distributions by providing banking information, compliance checks and receipts.
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We manage contentious cases and complex/cross border legacy administrations, prepare instructions to external advisors and legacy related applications to the Charity Commission, and make sure that costs at every step of the legacy administration process are minimised.
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, practical support 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 specific needs.
Let’s connect and start a conversation.
