Legacy Essentials – two-day online training FULLY BOOKED

Event details

Date: 19th January 2022 - 20th January 2022
Time: 9.30am - 5pm
Venue: Online via Zoom
Who should attend: All those involved with legacies

This event has already happened.

This course is now fully booked. Please refer to the training calendar for dates later in the year.

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 £395. 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):


SESSION 1 – 9.30am-10.30am
Charitable Legacy Giving and the Work of a Legacy Officer
This session will teach a broad understanding of the role of legacies in funding the charitable sector, the likely future of legacy income, and the role a legacy officer plays within their charity.

SESSION 2 – 11am-12pm
The Different Types of Bequest
This session will teach the different kinds of bequests a charity can receive, how to recognise them, and their key features.

SESSION 3 – 1pm-2pm
The Requirements for a Valid Will
This session will teach the requirements for making a valid will, and what can cause a will to be invalid.

SESSION 4 – 2.30pm-3.30pm
Reading a Will
This session will look at and analyse a number of wills, so that students can apply the information they have learnt so far in practice.

SESSION 5 – 4pm-5pm
Claims Against an Estate
This session will teach the different types of claims that can be made against an estate, and gives some basic guidance about instructing solicitors to deal with them.


SESSION 6 – 9.30am-10.30am
Public Relations, Ethics and Ex-Gratia Payments
This session will cover approaches to the challenging ethical issues that can arise when dealing with legacies, including how to balance your charity’s public image with the duty you have to maximise income, and the legal basis for making payments to family members and members of the public.

SESSION 7 – 11am-12pm
Managing Legacy Cases
This session looks at the day to day work of a legacy officer, including case reviews, dealing with executors, appropriation of shares and property, S119 reports and maximising property value and estate accounts.

SESSION 8 – 1pm-2pm
Key Cases (taught by Barny Croft of Ashfords LLP)
This session will introduce students to the key cases that shaped probate law.

SESSION 9 – 2.30pm-4pm
Basic Inheritance Tax (taught by Richard Honey of Charles Russell Speechlys LLP)
This session will teach the basic principles of Inheritance Tax, including charitable exemptions.

SESSION 10 – 4.30pm-5pm
Bringing it all together
Taught by an experienced ILM member, this session will introduce students to the practicalities of working as a legacy officer, including dealing with the public, resolving difficult cases, and dealing with internal stakeholders.

* all sessions are subject to change