Today's Wills & Probate News | Category: Charitable Legacies

Charitable Legacies Features Wills & Probate

22% of wills made through legal advisers include charitable bequest

Today's Wills and Probate May 6, 2022

New figures released today show that solicitors and Will-writers are playing an increasingly important role in charitable Will-writing, with more than 1 in 5 Wills handled by UK legal advisers (22%) now including a donation to charity. The Savanta Will-writing survey, commissioned by Remember A Charity, reveals that 7 in 10 solicitors and Will-writers (71%) always or sometimes alert clients to the Inheritance Tax […]Read More

Charitable Legacies Firms & People Partner News Wills & Probate Market

Helping your clients choose a charity to support when writing

Charity Choice May 3, 2022

Charity Choice is the UK’s leading charity directory. We’re pleased to provide you with a free, digital edition of our 2022 Charity Choice directory. This year, we’ve compiled our three directories (England & Wales, Northern Ireland and Scotland) together into one easy-to-use digital book, with each region listed in its own separate section. We hope […]Read More

Charitable Legacies Opinion Wills & Probate

IDR Law: charitable legacies with Hannah Brittain

Hannah Brittain, Senior Associate at IDR Law April 8, 2022

In the second of our two-part series focusing on developments and initiatives at specialist contentious wills and probate firm IDR Law, Today’s Wills and Probate had an in-depth discussion with Hannah Brittain, head of IDR’s charity legacy disputes, to discuss why the firm has turned more attention to charitable legacies and common issues that can […]Read More

Charitable Legacies Insight Latest News Wills & Probate

Charities “miss out on £940 million tax relief”

Jamie Lennox April 8, 2022

Hard-pressed charities could be missing out on over £940 million a year as generous donors fail to claim tax relief on the money they give, new research from Handelsbanken Wealth Management & Asset Management shows. Charity Commission data shows 60% of organisations have suffered a drop in income during the pandemic. The nationwide study found […]Read More

Charitable Legacies Editor's Pick Wills & Probate

Legacy Fundraising Virtual Conference

Jamie Lennox April 5, 2022

The future for legacy giving is bright with legacy income forecast to more than double in real terms by 2050. And no longer just to the benefit of the really big charities; legacy giving is growing at the grassroots, with thousands of small and local causes receiving legacy gifts for the first time. Legacy Futures talked […]Read More

Charitable Legacies Features

Collaborative legacy management transforms lives

TWP Main Admin November 12, 2021

As a legacy professional who previously worked as a private client solicitor, I read with interest the recent articles about how best to approach the inclusion of a gift to a charity within a client’s will. During my time in private practice, I worked in three different firms and witnessed the varying approaches taken to […]Read More

Charitable Legacies Features

Working with charities- a legacy administrator’s perspective

TWP Main Admin November 10, 2021

Within charities, legacy officers are aware that we can be seen to be ‘difficult’ beneficiaries. My view is that this is almost always down to poor communication on both sides, and I also firmly believe that as a professional legacy administrator, it is my job to ensure clarity and a mutually respectful relationship between the […]Read More

Charitable Legacies

Legacy notifications to reach record numbers in 21/22

TWP Main Admin November 5, 2021

Legacy Foresight have compiled their latest Legacy Market Briefing 2021 to the sector following the latest benchmarking and analysis of legacy giving in the UK via their Legacy Monitor Consortium. The report shares top-line findings and analysis for UK legacy giving now and in the years ahead, highlighting key trends and implications for fundraisers. This […]Read More

Charitable Legacies

Let’s work together for everyone’s benefit

TWP Main Admin November 5, 2021

I’m a solicitor (qualified in 2006) and STEP member who was in private practice but now working as a Senior Legacy Officer at the NSPCC. While I was still working full time, I volunteered a few hours a week within the NSPCC legacy department. I jumped at the volunteering as a chance to gain some […]Read More

Charitable Legacies

The Downside of Discretionary Trusts for Charitable Will Writing

TWP Main Admin November 3, 2021

Kate Johnson’s article of 26 August provided an interesting insight into the view of charity legacy teams held by some probate practitioners. Indeed, when I left private practice to join the third sector eighteen months ago, a few colleagues were horrified. Tensions clearly exist between some parties on either side of the estate administration process. […]Read More

Charitable Legacies Insight

Discretionary trusts have potential to blur legacy administration

TWP Main Admin October 29, 2021

In a recent article by Kate Johnson at Wedlake Bell in Today’s Wills and Probate, Ms Johnson sets out her view that it is preferable for testators to benefit charities by including a discretionary trust in their wills. Michael Culver’s subsequent article responded to many of the points made by Ms Johnson, setting out an alternative view. […]Read More

Charitable Legacies Interest

From tax planner to Legacy Professional

TWP Main Admin October 22, 2021

Having spent two decades specialising in capital taxes planning for a Big Four accounting firm working alongside Private Client lawyers, it was second nature to me to enhance my role within a hospice charity by forging collaborative relationships with local legal professionals, encouraging many to support our Wills Weeks campaigns and to provide free advice […]Read More

Charitable Legacies Fraud Organisations

£8 million lost in charity fraud over the last 12

TWP Main Admin October 20, 2021

The Charity Commission is today warning charity leaders to protect their organisations against fraud and cybercrime, after new figures show charities reported almost £8.6 million of lost funds in the last financial year. This latest data from Action Fraud also shows 1,059 separate incidents of fraud were reported by charities in just one year from […]Read More

Charitable Legacies Interest

Increase in charitable gifts as donors exploit tax-free option

Finders International October 13, 2021

As death duties in recent years have increased, one million people have made gifts to charities in their wills over the past decade to reduce the amount they need to pay in inheritance tax, according to an article in the Daily Telegraph. The article says more people than ever have taken advantage of such donations […]Read More

Charitable Legacies Fraud Wills & Probate

Charity fraud awareness week – 18 – 22 October 2021

TWP Main Admin October 8, 2021

Charity Fraud Awareness Week is coming up from 18th to 22nd October. Now in its sixth year, the week brings together everyone within the sector to talk about fraud, aiming to raise awareness of the an ever-evolving and increasing threat to everyone of online fraud and cyber crime. Brought together by the Fraud Advisory Panel […]Read More

Charitable Legacies Regulation Wills & Probate

Working with Charitable Beneficiaries

TWP Main Admin October 1, 2021

I read with interest the article by Kate Johnson at Wedlake Bell in Today’s Wills and Probate in which she states her stance in relation to charitable giving within Wills. The suggestion was made within the article that gifts to charity should be made by way of a discretionary trust. The reasoning behind this suggestion […]Read More

Charitable Legacies Interest

Gifts in Wills raise over £90m in Scotland says Remember

TWP Main Admin October 1, 2021

People in Scotland leave more than £90 million a year to charity through gifts in Wills[1], according to a joint report released today by Remember A Charity, Legacy Foresight, the Institute of Legacy Management and Smee & Ford. Each week, 47 people in Scotland leave a gift to charity in their Will. However, consumer polling […]Read More

Charitable Legacies Insight

Remember a Charity Week: Cancer charities benefit from legacy gifting

TWP Main Admin September 10, 2021

Cancer charities remain the biggest recipients of gifts in wills, according to new data released by Co-op Legal Services, as part of Remember A Charity Week, compared to the same period in 2020. However, favourability towards animal charities have declined and gifts left to organisations that help UK children are also down against the previous […]Read More

Charitable Legacies Organisations Wills & Probate

Public urged to donate “loose change” to charity

TWP Main Admin September 7, 2021

UK Finance and Charities Aid Foundation have urged the public to donate their “loose change” to charity as the sector deals with a shortfall in funding. Charities Aid Foundation found that over half the charities they spoke to last year had seen a drop in donations, with 39% reporting increased demand for help from those […]Read More

Charitable Legacies Organisations Wills & Probate Market

Landmark legacy achievement as Remember A Charity Week starts

TWP Main Admin September 6, 2021

A landmark goal for charitable bequests has been reached with over one million gifts in Wills donated to charities over the past decade, according to figures released to coincide with the launch of Remember A Charity Week this week With over 100,000 charitable bequests left in Wills each year, more than one million gifts were […]Read More

Category : Charitable Legacies

22% of wills made through legal advisers include charitable bequest

Helping your clients choose a charity to support when writing

IDR Law: charitable legacies with Hannah Brittain

Charities “miss out on £940 million tax relief”

Legacy Fundraising Virtual Conference

Collaborative legacy management transforms lives

Working with charities- a legacy administrator’s perspective

Legacy notifications to reach record numbers in 21/22

Let’s work together for everyone’s benefit

The Downside of Discretionary Trusts for Charitable Will Writing

Discretionary trusts have potential to blur legacy administration

From tax planner to Legacy Professional

£8 million lost in charity fraud over the last 12

Increase in charitable gifts as donors exploit tax-free option

Charity fraud awareness week – 18 – 22 October 2021

Working with Charitable Beneficiaries

Gifts in Wills raise over £90m in Scotland says Remember

Remember a Charity Week: Cancer charities benefit from legacy gifting

Public urged to donate “loose change” to charity

Landmark legacy achievement as Remember A Charity Week starts

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