What we do
Legacy professionals in the UK are responsible for over £2.8bn of charitable income every year – money left to charities in people’s wills. This is income that many charities are reliant upon to continue the excellent work that they do.
The Institute of Legacy Management provides those working within the legacy sector with a network of support and dedicated training services. We represent and support hundreds of charities, not-for-profit organisations and associated professions.
Ultimately ILM seeks to ensure that every donor’s gift to charity achieves its greatest potential.
We are proud to:
* Act as a crucial network uniting legacy professionals across the UK
* Provide dedicated training services to maintain and improve practices across the profession
* Work with probate professionals and other service providers to improve and strengthen the legacy management process from start to finish
* Maintain and deliver information about the legacy management profession to the wider community
* Help define and share the highest professional standards for legacy management
Our partners
We work very closely with the legal profession and partner with many law firms to help offer insight and support to our members, as well as giving the legal profession an invaluable insight into the charity legacy market.
Making the switch from law to legacies
Many of our members started their careers in the legal profession but decided to make the switch to charities so they could use their skills to help charitable organisations maximise legacy income. Working within the legacy sector is an extremely rewarding career and we often advertise legacy roles with a range of charities on the dedicated jobs page on our website.
In order to support those who are embarking on a career within legacy management, ILM offers a wide range of training opportunities, as well as a nationally accredited legacy qualification known as CiCLA, or the Certificate in Charity Legacy Administration. You can find out much more on our website.
Contact: Matthew Lagden, CEO
Tel: 07872 579 819
email: ceo@legacymanagement.org.uk
Celebrate the law firm that’s achieved the best possible result for your charity by nominating it for this year’s Today’s Wills and Probate Awards. From the moment this newsletter pops into your inbox, the first
The clock is ticking for entries to The British Wills & Probate Awards 2023, now in its sixth year and organised by Today’s Media, the publishers of Today’s Wills & Probate. Once again, the ILM
The number of claims brought under the Inheritance (Provision for Family & Dependants) Act 1975 is rising all the time. For many families and individuals struggling with the cost of day-to-day bills alongside rising interest
The legacy market continues to grow as more and more individuals express a wish to leave a gift to charity in their will. Charitable gifts currently account for around £3.5b a year in legacy income
After receiving Royal Assent in February this year, the Charities Act 2022 required secondary legislation to come into force. The first piece of secondary legislation, the “phase 1 commencement regulations”, has now been made available
Being a professional executor can have a range of challenges, not least when working with charities, all of whom might have slightly different requirements. We also know that professional executors work incredibly hard to deliver
ILM is delighted to learn that the government has today published a policy paper which should see changes to charity law that ILM has been calling for since 2015. The Department for Culture, Media and
ILM is delighted to announce the launch of its brand new modular training system, which has been designed around the needs of those new to the world of legacies as well as those who would
In the last two weeks, all 600 of our members have transitioned from being mainly office based to working from home, many of them suddenly having to home school children (and partners!) as well. As
At the end of January, the Government announced it was to terminate its contract with Smee & Ford, the company that notifies charities of gifts left to them in Wills. This service is invaluable to
If you receive an email purporting to come from Today’s Wills & Probate or a Firm member, or if you are directed to a website which purports to be Today’s Wills and Probate website, and you have doubts or concerns about the provenance of the email or website, before taking any action please either contact the Firm member you normally deal with or email David Opie on david.opie@todaysmedia.co.uk and they will tell you whether the email came from us or whether it is our website.
