Legacy Essentials – two-day online training

Event details

Date: 17th May 2023 - 18th May 2023
Time: 9.30am - 5pm with regular breaks
Venue: Online via Zoom
Who should attend: Anyone who is new to legacies

This event has already happened.

ILM Legacy Essentials is run online, is completely interactive and is the perfect introduction or refresher into the world of charity legacies.

With ten modules spread over two days from 9.30am-5pm, our Virtual Essentials is vital training for those new to legacies or anyone who needs to update and refresh their skills. Sessions will be run by experts from the legacy sector, and will feature regular breaks in-between sessions to enable delegates to have a less-pressurised learning experience.

The course will be hosted live via video link. After each session you will be able to submit questions that will be answered at the beginning of the following session. The sessions will be recorded so that if you miss one, you can watch it later, or you can arrange to attend a future session by prior agreement. All attendees also receive a certificate after the training.

You must hold individual ILM membership to benefit from the reduced member rate of £435. To find out more about joining ILM, click here.

The course will cover the following topics (you can also view and download the full agenda here):

Charitable Legacy Giving and the Work of a Legacy Officer
The Different Types of Bequest
The Requirements for a Valid Will (taught by Jess Ventham of Stone King) 
Reading a Will (taught by Jess Ventham of Stone King)
Claims Against an Estate (taught by Roman Kubiak TEP of Hugh James)
Public Relations, Ethics and Ex-Gratia Payments
Managing Legacy Cases (taught by an experienced ILM charity member)
Key Cases (taught by Barny Croft of Ashfords LLP)
Basic Inheritance Tax (taught by Richard Honey of Charles Russell Speechlys LLP)
Bringing it all together (taught by an experienced ILM charity member)

* all sessions are subject to change