Legacy Essentials – two-day online training – March 2026

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 9am – 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 presented by experts from the legacy sector, and will feature regular breaks in-between sessions to ensure a less-pressurised learning experience.

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

Please note: The content of this course is based on the relevant laws and regulations applicable in England & Wales. 

You must hold individual ILM membership to benefit from the reduced member rate of £395. To find out more about joining ILM, click here.

Legacy Essentials 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 (ILM)
• Instructing a Solicitor and Managing Legal Costs (Ashfords)
• Claims Against an Estate (Hugh James)
• The Different Types of Bequest and the Requirements for a Valid Will  (Stone King)
• Reading a Will (Stone King)
• Public Relations, Ethics & Ex-Gratia Payments (Michelmores & Cancer Research UK)
• Estate administration: Disposal of Charity Land (Foot Anstey)
• Basic Inheritance Tax (Charles Russell Speechlys LLP)
• Managing Legacy Cases (taught by an experienced ILM member)
• Bringing it all together (taught by an experienced ILM member)

Please note: session times and topics may be subject to change.