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.
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.