Charity legacies – an update (26 June)

Bates Wells Braithwaite invites you to a seminar aimed at providing practical guidance for charities on a number of current legacy issues, as well as an update on the latest trends in the legacy market from guest speaker, Meg Abdy, from leading legacy sector analysts Legacy Foresight.

Dates & Times

June 26, 2014 @ 12:00 am

Speakers from BWB will focus on trouble-shooting particular legacy issues which our charity clients are regularly facing, with case studies. Among the topics to be covered will be; particular issues in relation to gifts of property and shares, problems with restricted gifts, executors’ fees, charities as executors, indemnities to executors, managing potential challenges to legacies and legacy litigation.

Meg Abdy will share her thoughts on recent trends in the legacy market and the outlook for the next five years.

We look forward to welcoming you and your colleagues.


3pm Registration
3.20pm Welcome and introduction (Rob Oakley, BWB)
3.30pm Trouble-shooting legacy issues (BWB team)
4.30pm Insights into charitable will-making trends (Guest speaker, Meg Abdy, Legacy Foresight)
4.50pm Q & A
5.00pm – Networking over wine and nibbles

Who should attend

The session is aimed at legacy managers and others responsible for dealing with legacies on behalf of their charity.


This is a free seminar.