Maximising your legacy income – Unlocking and recovering your problem legacies

Event details

Date: 26th March 2024
Time: 1 - 2pm
Venue: Online via Zoom / Foot Anstey's London office

This event has already happened.

Foot Anstey’s ever-popular ‘Lunch and Learn’ series is back for spring and summer 2024. 

You can attend online as usual or at Foot Anstey’s London office at 36-38 Cornhill, London EC3V 2NG. If you do wish to attend in person, please email directly.

Please join us for an interactive session (we will be using the webinar Q&A panel) on maximising your legacy income which will look at unlocking and recovering your problem legacies

The session will include:

Discussion around how to get executors to engage when facing a wall of silence 

  • Lay v professional Executors
  • Different approaches
  • Effective communication styles

The options available to the charity in these situations (with cost/benefit and proportionality in mind)

  • Debt recovery
  • Inventory and accounts
  • Executor breaches
  • Executor removal

When do you decide to give up?

  • What’s your internal due diligence process?
  • At what point you decide not to pursue?
  • Aggravating factors

Key points to check in Estate Accounts to make sure your legacy is correct

  • Interest on pecuniary legacies
  • Costs of specific gifts
  • IHT – Benham v Ratcliffe
  • Expenses
  • Costs