Only 46% of over 40’s have a Will according to research conducted by Remember a Charity, released in conjunction with Remember a Charity week which concludes on Sunday 17th September. The poll showed that around 60% of Read More
Consumer research conducted by Remember a Charity has revealed a steady rise in the number of people choosing to leave a legacy in their Will. 20% of UK charity supporters aged 40+ say they have left a Read More
This Spring and Autumn will see the implementation of two parts of the Charities Act 2022, both of which will be pertinent to solicitors and legacy professionals involved in trusts and wills within the charity sector. Read More
Small shareholdings within estates can be tricky and time-consuming to resolve. Whilst larger holdings may be readily sold for the benefit of the estate, the value in small shareholdings can be far outweighed by the Read More
Farewill has announced that they have raised over £600m in pledged legacy gifts to charitable causes since 2015. The Haggerston-based start up is redefining legacy fundraising through innovative technology, sector-leading insight platforms and a first-class partner Read More
New data from the UK’s Legacy Monitor for the last 12 months to the end of March 2022, shows that legacy income is continuing to grow at a rapid rate, rising 15% over the previous 12 months. After Read More
New Smee & Ford data shows highest number of charities named in wills in over a decade. Smee & Ford’s annual Legacy Trends Report reveals that 10,670 unique charitable organisations were named in wills in 2021, Read More
Charitable Legacies
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Wills & Probate
Remember A Charity appoints Lucinda Frostick as new director
Remember A Charity has announced the appointment of Lucinda Frostick as its new director, to lead the 200-strong charity consortium in its aim to grow the legacy market and normalise gifts in Wills. Since its Read More
The DCMS has published its implementation plan for the Charities Act 2022 which received Royal Assent in February. Implementation is expected to take place in three phases; Autumn 2022, Spring 2023 and Autumn 2023 which could have consequences for Read More
Hannah Brittain, IDR Law’s Head of Charity Legacy Disputes sat down with Matthew Lagden, CEO of ILM to have a candid chat about all things legacy related covering everything from the basics, such as Read More
Charitable Legacies
Features
Wills & Probate
22% of wills made through legal advisers include charitable bequest
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 Read More
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Helping your clients choose a charity to support when writing
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 & Read More
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 Read More
Charitable Legacies
Insight
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Wills & Probate
Charities “miss out on £940 million tax relief”
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 Read More
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 Read More
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’Read More
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 Read More
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 Read More
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 Read More
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 Read More
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