In Focus: Financial Essentials for Legacy Management

Event details

Date: 4th November 2026
Time: 10:00am - 12:00pm
Venue: Online

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£55 members / £80 non members

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In Focus: Financial Essentials for Legacy Management

We are excited to launch this brand new In Focus: Financial Essentials course, delving into the importance and implications of finance and accountancy in legacy case management. We are very grateful to Mark Beale, Director of Finance and Business Development at Phyllis Tuckwell Hospice, for developing the content and delivering this short course and we are delighted to launch it to ILM members and associated finance professionals, with the first course taking place on Weds 4th November.

Who is it for?

This course is for all ILM members, as well as Finance managers and finance staff who either supervise the legacies function at their charity, work with legacy management teams, or otherwise need to have an understanding of the finance, accountancy and compliance aspects of legacy management.

View and download the full agenda here