Top tips for managing legacies when merging

One often overlooked element of the merger process is how to protect yourlegacy income.

If, as part of the merger, Charity A’s assets are likely to be transferred to another charity – Charity B – legacies to Charity A may fail. The problem generally arises where Charity A’s supporter has made a legacy in a will signed before the merger – but dies after the merger has taken place.

There’s no one-size-suits-all solution to this problem, but there are a number of steps you can take to put the merging charities in the best possible position.

What are your options?


This information is necessarily of a general nature and doesn’t constitute legal advice. This is not a substitute for formal legal advice, given in the context of full information under an engagement with Bates Wells.

All content on this page is correct as of October 12, 2020.