I have worked with Gaynor Jackson for over 10 years and I trust her wholeheartedly. Gaynor is always quick to respond, and sensible in her advice, which is needed when feeding back to charities.
Administering charitable legacies is not always straightforward. There is a delicate balance between using donations effectively, yet in the way that was intended by the donor. And increasingly, contested legacies involving charities are becoming more common.
In these circumstances you need a legal expert you can rely on to handle matters sensitively, steering you through contentious issues, ensuring donations are used to maximum effect for those they’re intended to support.
Our specialist team advises some of the UK’s leading charities on managing legacies, offering insights honed over years of practice. We also provide training to in-house legacy teams as well as offering advice on wills and estate matters. We’re here and happy to help.
Our services
Non-contentious matters
- Ex gratia payments and requests
- Legacy administration
- Trust and estate administration
- Trustees’ role and responsibilities
- Taxation of trusts and estates
- Creation of wills
- Deeds of variation
- Royal sign manual
- Cy près
Contested matters
- Contested legacies
- Validity of wills
- Executor / beneficiary disputes
- Donatio mortia causa gifts
- Estate claims