Working Constructively with Charities

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  • Released 9th May 2022
  • Helen Beach
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It is quite common for charities to be a beneficiary within an estate, either receiving a pecuniary bequest, a specific bequest, as a residuary beneficiary or as a remainderman of a life interest trust. It is also becoming familiar for charities to be appointed as personal representatives.

This session will look at what should be taken into consideration whilst the testator is alive, to prevent any issues which could arise post death.

We will then concentrate on the practical considerations when administering the estate, communication and expectations.

We will also touch on the taxation issues which can arise and cause issues.

Have a question? If you have any comments or feedback around this content, please get in touch.

Resources:

Institute of Legacy Management | Visit their website

Working constructively with charities accompanying notes

ILM Residuary Case File Documentation Factsheet for Professional Executors

For more information on the ILM, visit their partner profile by clicking the logo to the side of this video.

Learning objectives:

  • Drafting considerations when including charities in a Will.
  • Practical considerations when acting for charities in their role as personal representative and beneficiary.
  • Tax consequences

Resources

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Your CPD Certificate can be found in your Account.

Helen Beach

Solicitor • Bolt Burdon

I have practised in the field of Private Client for over 14 years. I act on behalf of executors, administrators, trustees, attorneys and individuals seeking to plan their lifetime affairs, with particular emphasis on complex probate matters and those matters including charitable executors and beneficiaries. I am a full member of the Society of Trusts and Estate Practitioners (STEP) and I am also the Regional Director for the London Regional Group of Solicitors for The Elderly.

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