Annual Conference – Agenda, Speakers and Exhibitors

March 1, 2023

ILM Conference update: Due to a planned national rail strike on Friday 12 May, the conference will now take place on Monday 3 July. All tickets will be valid for the new date. Please see more information here.

Welcome to the ILM Conference 2023

In association with Bolt Burdon, Foot Anstey and Hugh James

Join the conversation on social media – please use #ILMCONF2023


9.15am | Registration, coffee and pastries

10.25 – 10.30am | Welcome and update: James Stebbings, Chair of the ILM & Matthew Lagden, CEO of the ILM


10.30 – 11.15am | Join Natasha McKeever, Partner, Disputed Wills & Trusts (Charities) and Alexa Payet, Partner, Disputed Wills & Trusts (Charities) at Bolt Burdon for an interactive session considering the specific nature of capacity claims in a post-Covid world. The speakers will discuss various hot topics including the impact of the pandemic on mental health and testamentary capacity, issues with lockdown Wills and the rise of capacity-based Will challenges being brought post lockdown. With special guest Philippa Garrott, Head of Legacy Management at the Royal British Legion and Dr James Warner, Medical Director at Halcyon Doctors.

11.15 – 11.45am | Coffee break: Meet exhibitors and new members


11.45 – 12.30pm | Your people are your greatest asset. Join Lucy Gill, Partner and Head of Legacies, Anna Phillips, Legal Director, Emma Facey, Legal Director and Helen Hoare, Projects and Operations Manager from Foot Anstey who would like to share the journey they have been on as a team and with their clients as they have navigated a whole new way of working and the impact this has had. They’ll be talking about some of the Team Accelerator ‘experiments’ they have done as they’ve championed remote and hybrid working both with their own team and the charities they work with. With special guest Rachel Richards, Legacy Officer at the British Heart Foundation.

Awards Ceremony | Announcing the winners of the ILM and Legacy Futures Awards

1 – 2pm | Lunch: Meet our exhibitors, enter the prize draw and get to know new members

Enjoy lunch, get to know new members and visit the exhibition space, where you’ll find these ILM partners: Clear | Estate Research | Hammer Price Homes | IDR LawMichelmoresRemember a Charity | SenseCheck | Shakespeare Martineau | Smee & Ford. Collect a raffle ticket from each exhibitor for your chance to win one of five terrific prizes. The draw will take place at the start of the drinks reception.


2 – 2.45pm – With the changes brought in by the 2022 Charities Act, it is more important than ever to understand how the Charity Commission works, and what they are looking for in terms of Ex Gratia Payments, Cy-Pres Schemes, Serious Incident Reports and Failed Gifts. In a Q&A style session, Peter Spencer, Partner and Head of the Charities Team and Roman Kubiak, Partner and Head of Contested Wills, Trusts and Estates at Hugh James will discuss their interactions with the Charity Commission to give members an in-depth understanding of the Charity Commission’s perspective on the new regime and how to navigate these issues effectively, as well as an opportunity to ask questions and share the issues we are facing as a sector.

Session 4 | Resilience in the face of adversity? [LED BY LEGACY FORESIGHT]

2.45 – 3.15pm | After a year that has included political chaos, financial turmoil and the first signs of a slowdown in that ever-important housing market, Kathryn Horsley, Director of Analysis and Jon Franklin, Economist from Legacy Foresight will provide their take on the latest developments for the UK legacy market and how the market could evolve over the coming years. They will also take a step back and look at some of the key challenges facing the sector over the longer-term and ask what we, as a sector, can do to address them.

3.15 – 3.45pm | Tea break: Meet exhibitors and new members

3.45 – 4.25pm | ‘What are the key skills required to be an excellent legacy officer?’ More than ever, the role of a legacy officer requires a diverse range of skills and knowledge. In this panel discussion three members from a diverse range of charities and three representatives of our session sponsors will discuss what the key skills are that make someone an excellent legacy officer. We will also be taking comments and questions from the audience, in what we expect will be a session that enables us all, both members and ILM, to make sure that we are developing those skills collectively in 2023 and 2024. With thanks to our guest speakers: Helen Beach, Partner, Wealth and Estate Planning Team at Bolt Burdon, Mark Beale, Director of Finance and Business Development at Phyllis Tuckwell Hospice Care, Eleanor Evans, Partner, Head of Trusts and Estate Administration at Hugh James, Helen Hoare, Projects and Operations Manager at Foot AnsteySandra Morton, Legacy Manager at British Heart Foundation and Rosalind Sherlock-Jones, Legacy Officer at Great Ormond Street Hospital Children’s Charity.

4.25 – 4.30pm | Closing remarks: James Stebbings, Chair of the ILM

4.30-6.30pm | Drinks reception [with thanks to Berrys]

See if you’ve won a raffle prize and then exchange your tokens for drinks, with compliments from our sponsor, Berrys.

All sessions and speakers are provisional and subject to change.


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