Legacy fraud and serious incident reporting webinar

Event details

Date: 9th March 2023
Time: 11:00am
Venue: Online via Zoom
Who should attend: All those involved in legacies

This event has already happened.

In its guidance the Charity Commission defines as a reportable “serious incident” any adverse event, whether actual or alleged, which results in or risks: significant harm to a charity’s beneficiaries, staff, volunteers or others who come into contact with the charity through its work; loss of the charity’s money or assets; damage to its property; or harm to its work or reputation.

But what does this mean in the context of legacy officers encountering possible fraud during the administration of an estate or in the context of a claim? Should such issues be reported to the Commission? And if so, by whom and to what end? And what happens if they are not reported?

Join Angela Bowman and Robert Nieri of Shoosmiths Solicitors and James Stebbings, Chair of the ILM and Head of Legacy Income at Macmillan Cancer Support, who will lead delegates through the reporting regime to address these questions and more.

If you have any questions that you would like answering or would like to share any observations during the session please email them to us before the event.

Thursday 9 March, 11am-12pm on Zoom.

Register in advance