Managing and protecting your legacy income

This event is now full. If you would like to be added to the waiting list then please email [email protected] 

Bates Wells Braithwaite, Kingston Smith and Legacy Foresight provide a practical guide to legacy income with a particular focus on legacy income measurement, accounting for legacies under the new SORP (with input from Ray Jones, formerly Head of Accounting Policy at the Charity Commission where he played a leading role in the development and drafting of the new Charity SORP) and dealing with challenges to your charity’s legacy income. We also take the opportunity to highlight the proposals put forward by the Law Commission in its consultation paper on Technical Issues in Charity Law which affect legacies.              



3.45pm onwards Registration
4.15pm Welcome and introduction (Rob Oakley, BWB)
4.20pm Monitoring and projecting your legacy income – including headlines from the latest Legacy Barometer survey (Meg Abdy, Legacy Foresight)
4.35pm Your charity’s entitlement to legacies and the probate process (Laura Soley, BWB)
4.45pm Accounting for charity legacies under the new SORP (Anjali Kothari and Ray Jones (former Head of Accounting Policy at the Charity Commission), Kingston Smith)
5.05pm Challenges to legacy income (Rob Oakley and Leticia Jennings, BWB)
5.25pm Law Commission consultation paper, 'Technical Issues in Charity Law' – legacy issues (Laura Soley, BWB)
5.35pm Q&A
5.45pm Networking and drinks