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Expertise and information is key to resolving contentious claim disputes

Expertise and information is key to resolving contentious claim disputes

Feb 14 2023 | Good Practice, ILM news, News, Partners

Partnership Article Hannah Brittain, Head of Charity Legacy Disputes at IDR Law (a corporate partner of the Institute of Legacy Management) explains how expertise and information is key to resolving contentious claims brought under the Inheritance (Provision for...
A collaborative approach benefits legacy professionals and charities

A collaborative approach benefits legacy professionals and charities

Feb 6 2023 | Good Practice, ILM news, News, Partners

Partnership Article ILM CEO Matthew Lagden and Lucinda Frostick, Director of ILM key stakeholder organisation, Remember A Charity discuss how a collaborative approach benefits legacy professionals and charities in this article for Today’s Wills and...
Things to consider when accounting for legacies

Things to consider when accounting for legacies

Mar 9 2022 | Charities, Good Practice, Legacy news, Members only, News, Opinion

Whether you sit in finance or fundraising your role as a legacy officer will include logging income against the supporter who has left you the legacy. One of the first things you should understand in your role is when you should recognise the income. If you don’t know...
Charity Commission’s Statement of Recommended Practice

Charity Commission’s Statement of Recommended Practice

Mar 9 2022 | Charities, Feature, Good Practice, ILM news, Legacy news, Members only, Opinion

Some of you will be aware that ILM was invited to take part in the review of the Charity Commission’s Statement of Recommended Practice in respect of accounting. The review is led by the SORP Committee but under that were 5 engagement strands where auditors, preparers...
ILM Director joins SORP committee

ILM Director joins SORP committee

Sep 17 2020 | Charities, Feature, Good Practice, ILM news, Members only, News, Opinion, Professional development

We are very pleased to announce that ILM board member and Head of Legacies at Macmillan, James Stebbings, has been appointed to a committee set up to develop a new Statement of Recommended Practice for charitable accounting. In this article, James talks about the...
Search tools and resources for legacy professionals

Search tools and resources for legacy professionals

May 21 2020 | Charities, Good Practice, Members only, Professional development

Hayley MacNeill of Save the Children looks at a range of search tools and resources that legacy professionals can use in their work… As legacy professionals, we see ourselves as legal practitioners, accountants and mediators – but how about investigators? There...
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Institute of Legacy Management (ILM)

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