Virtual Essentials – five-day online training FULLY BOOKED

Event details

Date: 14th September 2020 - 18th September 2020
Time: Session 1: 9.30am-10.30am / Session 2: 1.30pm-2.30pm
Venue: Online via Zoom
Who should attend: Everyone involved in legacies, especially those new to legacy administration or management

This event has already happened.

This training course is now fully booked. We are running our two-day Essentials course in November – click here to find out more and book your place.

ILM is offering the ever-popular Essentials 1 training course in virtual form over five days.

With ten modules spread over five days (one hour in the morning and one hour in the afternoon), 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.

Each session will last one hour and 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.

For a limited time only, ILM members can book our five-day online essentials training for the discounted price of £320 (normal price £355). The non-member price is currently discounted to £400.

If you had previously booked onto one of our Essentials courses which was cancelled due to COVID-19, and you had paid for your booking, you can now book onto the virtual course below and the difference in price will be refunded.

Virtual Essentials is also available as a two-day course – click here for more details.

The course will cover the following topics (you can also view and download the full agenda here):


SESSION 1 – 9.30am-10.30am
haritable Legacy Giving and the Work of a Legacy Officer
This session will teach a broad understanding of the role of legacies in funding the charitable sector, the likely future of legacy income, and the role a legacy officer plays within their charity.

SESSION 2 – 1.30pm-2.30pm
The Different Types of Bequest

This session will teach the different kinds of bequests a charity can receive, how to recognise them, and their key features.


SESSION 1 – 9.30am-10.30am
The Requirements for a Valid Will

This session will teach the requirements for making a valid will, and what can cause a will to be invalid.

SESSION 2 – 1.30pm-2.30pm
Reading a Will

This session will look at and analyse a number of wills, so that students can apply the information they have learnt in days one to three in practice.


SESSION 1 – 9.30am-10.30am
The Administration of an Estate

This session will teach the steps that are required from an executor to administer an estate, how long each step should take, and the legal duties of an executor.

SESSION 2 – 1.30pm-2.30pm
Claims against an estate

This session will teach the different types of claims that can be made against an estate, and gives some basic guidance about instructing solicitors to deal with them.


SESSION 1 – 9.30am-10.30am
Public Relations, Ethics and Ex-Gratia Payments
This session will cover approaches to the challenging ethical issues that can arise when dealing with legacies, including how to balance your charities public image with the duty you have to maximise income, and the legal basis for making payments to family members and members of the public.

SESSION 2 – 1.30pm-2.30pm
Key Cases

Taught by one of ILM’s Corporate Partners, this session will introduce students to the key cases that shaped probate law.


SESSION 1 – 9.30am-10.30am
Basic Inheritance Tax (taught by Richard Honey of Charles Russell Speechlys LLP)

This session will teach the basic principles of Inheritance Tax, including charitable exemptions.

SESSION 2 – 1.30pm-2.30pm
Bringing it all together
Taught by an experienced ILM member, this session will introduce students to the practicalities of working as a legacy officer, including dealing with the public, resolving difficult cases, and dealing with internal stakeholders.