“We’ll explore how charities can reduce cost, avoid unnecessary delay and maximise legacy income”

With just over two weeks until ILM Conference 2026, we have caught up with another of our esteemed speakers, this time speaking with Anna Phillips of Foot Anstey, to find out what delegates can expect from their session, ‘Legacy Voyage’.

---

Taking to the stage for the final full session of the day, will be experienced conference speakers, Anna Phillips, Gavin Holt and Fiona Campbell-White of Foot Anstey, who will be joined by legacy consultant, Andy Salmons to take delegates on an interactive ‘Legacy Voyage’.

The Foot Anstey team will be hoping to bring some light hearted humour, along with practical insights to round off a day of in-depth learning.

“Our Legacy Voyage session takes delegates on a lively journey into the future of legacy administration. Through an ABBA‑themed structure, avatar appearances from key sector voices and practical discussion from the Foot Anstey team, we’ll explore how charities can reduce cost, avoid unnecessary delay and maximise legacy income,” says Anna.

Anna explains that the session will focus on four core themes shaping the sector’s future:

• Take a Chance on Collaboration – when a lead charity helps, when it doesn’t, and what “mindful collaboration” looks like in practice.
• Knowing Me, Knowing You – understanding co‑beneficiary needs, delegation limits and how to manage expectations early.
• Money, Money, Money – practical tips for cost‑effective administration, tax efficiencies and funding approaches.
• The Winner Takes It All – looking ahead to future models of working that support confident, consistent and efficient sector practice.

Anna says that the team wanted to provide a session which would provide practical insights and spark conversations around collaboration, consistency and efficiency, with a focus on fostering a positive future outlook for the sector.

“Legacy teams are under increasing pressure: rising case volumes, faster communication, mixed working patterns, and growing expectations from donors and co‑beneficiaries. At the same time, in some cases unnecessary dialogue and /or unclear roles are creating avoidable cost and delay.” Says Anna

Anna says the team chose this topic because “the sector is calling for practical, realistic ideas” that will:

• empower teams to make confident decisions
• reduce duplication
• support smaller charities
• create more consistency
• help maximise every gift

“This session provides a structured but engaging way to explore those needs,” says Anna.

While the team will be hoping to inject some humour and fun into the session, Anna says that the session will provide some genuinely useful takeaways for delegates:

• Practical steps to reduce cost, delay and unnecessary communication
• Clear methods for setting expectations and decision‑making structures early
• Ideas for stronger, more consistent cross‑charity collaboration
• Tips on tax, cost recovery and efficient case progression
• A better understanding of when to take the lead, when to step back, and how to support co‑beneficiaries

Summing up what delegates can expect, Anna says: “We want to provide a memorable and energising perspective on the future of legacy administration. Expect a mix of insight, humour and genuinely useful takeaways. Expect creativity. Expect music. Expect avatars and flares. But most importantly, expect real, practical tools to help move the sector forward, together.”

About the speakers

• Anna Phillips – Legacy Property Specialist
  Anna leads Foot Anstey’s charity property practice, advising charities on resolving property issues such as title problems, landlord and tenant disputes, business lease renewals and property‑related negligence. She is recognised for achieving excellent results for clients and providing clear, pragmatic advice with strong commercial awareness. Anna is also a Trustee of Dorset & Somerset Air Ambulance and a member of the Charity Property Association and Property Litigation Association.
• Gavin Holt – Probate & Tax Specialist
  Gavin leads Foot Anstey’s Charity Estate Administration team and has over 20 years’ experience in probate and estate administration. He specialises in high‑value and complex estates, including those involving cross‑border issues, business interests and complex tax (IHT, CGT and income tax). Gavin is a full member of STEP, a winner of the STEP Worldwide Excellence Award, and sits on HMRC’s Agents Advisory Group for Trusts & Estates.
• Fiona Campbell‑White – Contentious Probate & Litigation Specialist
  Fiona is a leading expert in trust and probate litigation, advising on contentious probate issues for over 19 years. Her work includes Inheritance Act claims, Will validity disputes, executor disputes, proprietary estoppel claims and professional negligence matters. She is known for her pragmatic, proactive approach, aiming for swift, cost‑effective resolutions while understanding the specific needs of charity clients. Outside work, Fiona is active in her local community and has served as a school governor for over a decade, receiving a Civic Award in 2025.
• Andy Salmons – Senior Legacy Executive
  Andrew works as a legacy consultant for a wide range of charity clients, managing legacy administration either through dedicated caseloads or by providing cover during busy periods or staff shortages. He handles issues across the estate administration process, including Inheritance Tax disputes and ex‑gratia requests, always taking a thorough approach to ensure charities receive the income they are entitled to. He holds the CiCLA qualification, is a CILEx Level 3 member, and a member of the Institute of Legacy Management..

The session also includes cameo “avatars” of well‑known ILM faces, representing diverse perspectives from across the sector.

---

Have you booked your ticket?

ILM Conference 2026 | Friday 8th May | 133 Houndsditch, London

As the biggest Legacy event in the calendar, the ILM Conference brings together the greatest minds across the full breadth of legacy related fields, to provide expert insights and share best practice for an unmissable day of learning and networking.

If you haven’t yet booked your tickets for Conference 2026, you’ll need to be quick as tickets are selling fast!

Book Now