Charities

Legacies

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As a charity, you rely on your legacy team to maintain a steady flow of vital funding into your organisation.

With a huge variety of challenges to address such as legacy disputes, property issues, administering estates or governance and regulation issues, insulating against complicating factors like unpredictable workloads or larger concerns like strategic and structural challenges is crucial.

Forming a partnership with trusted advisors who specialize in advising charities on legacy income can help mitigate against those challenges. With experts in place who work to understand your unique circumstances, you are able to gain a clear picture of what’s best for you and meet challenges that arise in an efficient and proactive manner.

Legacy Accelerator

If you don’t have a dedicated legacy officer in-house, or are struggling for capacity at this busy time, our legal experts can embed themselves into your team to help you manage your charity’s legacy income stream. Whether its providing day to day case support, writing new strategies, or providing continuity of service in a time of change, we can provide you with a bespoke quote for the assistance you require at a monthly or quarterly fixed fee that gives you certainty.

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Why choose Foot Anstey?

Our specialist team, lead by Lucy Gill, deals with contentious probate disputes, the administration of estates for charities, property issues and has built a strong reputation supporting charities with the administration of legacy income.

In working closely alongside you and getting to know your business, we can support you with the day to day challenges and work with heads of teams on strategic goals.

Our lawyers, in working with you, can provide you with pragmatic, solutions-focused advice in a cost structure that works for you. We understand the need to take a commercial view of legacy gifts, and can advise you on a solution that maximizes your return, but avoids the potential for reputational damage.

At Foot Anstey we’re ideally placed to work in partnership with you, no matter what the issue.

Our People

Our teams of specialists have experience in working with national charities, and have worked in-house with the National Trust, Save the Children and Cancer Research UK. The majority of our team also have STEP or ACTAPS qualifications. The experience of our team lets us find innovative solutions to your disputes, avoiding the need for costly litigation and the associated delays that often accompany the court process. We see litigation as a last resort, not the first port of call.

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Islamic Finance team in discussion

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What do our clients say?

“We have been working closely with the Legacy Administration Service at Foot Anstey for a number of years. They combine a highly professional approach and knowledge of the law with an acute awareness of the requisite sensitivity and sympathy required in dealing with each matter on behalf of a charity. We depend on the team to act swiftly and efficiently while bearing our best interests in mind.”

Head of Legacy Administration, RSPB

Our affiliations

Institute of Legacy Management

As a corporate partner of the ILM, we deliver training and development to legacy professionals as well as share insights and support the ILM with driving best practice. Our L&D team collaborated with the ILM to design and deliver a sector leading development programme called Leadership Accelerator. Our involvement and association has also allowed the Foot Anstey team to build strong relationships with other organisations (including Berrys (chartered surveyors) and Cluttons/Savills (property agents)).

Charity Law Association

Several members of our team are members of the CLA, which plays a leading role in improving knowledge and awareness of charity law matters. The organisation is committed to sharing knowledge and expertise for the benefit of the sector as a whole. It meets regularly to exchange ideas and information and responds regularly to consultations from Government and the regulators. Members of our team contributed to the recent consultation on the Charity Commission’s draft social media guidance for charities, which has since been published.

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