Legacy Essentials – two-day online training – January 2025

Event details

Date: 21st January 2025 - 22nd January 2025
Time: 9.30am - 5pm with regular breaks
Venue: Online via Zoom
Who should attend: Anyone who is new to legacies

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ILM Members £450 members ; Non members £565

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Terms & Conditions

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 £450. 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):

Instructing a Solicitor and Managing Legal Costs (taught by Sasha Wicks and Hannah Brittain of Ashfords)

Claims Against an Estate (taught by Roman Kubiak and Victoria Jones of Hugh James)

The Different Types of Bequest and the Requirements for a Valid Will  (taught by Elle McDonald and Luke Watson of Stone King)

Reading a Will (taught by Elle McDonald and Luke Watson of Stone King)

Public Relations, Ethics & Ex-Gratia Payments (taught by Lisa Benham of Michelmores, with Megan Paul of Cancer Research UK)

Property Law – Disposal of Charity Land Estates (taught by Anna Phillips, Aiden Wiffen and Marina Leigh of Foot Anstey)

Basic Inheritance Tax (taught by Richard Honey of Charles Russell Speechlys LLP

Managing Legacy Cases (taught by an experienced ILM charity member on rotation)

Bringing it all together (taught by an experienced ILM charity member)*  all sessions are subject to change


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