“Show a bit of Legacy” – Wilsons Charity Legacy Seminar

Large in-person events are now something of a rarity, so this is an ideal opportunity to network with colleagues from across the sector, as well as benefitting from expert training and guidance on a range of topical issues.

You discover that a legacy to your charity has been massively reduced due to suspicious late-lifetime transactions. Perhaps a relative or carer helped themselves, your benefactor was scammed, or a joint account was raided. What can you do? We are joined by specialist barristers from XXIV Old Buildings, known for its ”formidable strength in trusts and estate disputes” (Chambers Guide), for a case study on this important area.

Many charities are keen to act as executors but are rightly cautious about taking on unknown risks and responsibilities. We will give guidance about the essential enquiries to make, and how to ensure you are not ”intermeddling”.

Inheriting shares in a private company can bring its own problems. How easily can you sell the shares, and who to? What can you do if the company is run in a way which damages your interests? We offer practical tips based on years of experience.

Will dispute cases keep on ending up in court. Which ones really matter to the legacy sector? We’ll talk you through the implications of the most important ones.

What’s going on in the residential property market, and how can charities ensure that Probate properties realise their best value in a reasonable timescale? Andrew Tompson from Berrys joins us for his annual review of the market.

And how should charities monitor life interest cases? What information do you actually need on file to ensure they still realise their full value when they eventually fall in? Chairman, Peter Jeffreys, will offer some practical do’s and don’ts.