Working Constructively with Charities

In partnership with

  • Introductory
  • Released 9th May 2022
  • Helen Beach
  • Play Video
  • Play Trailer
  • Share the video
Ask a Question

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.


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



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.

View Full Profile

Have a question?

Recommended for you

How to leave money to charity in your Will
Private Client
In partnership with Remember A Charity
Will you remember a charity in your Will?
Private Client
In partnership with Remember A Charity
Charities as Beneficiaries
Private Client
Charities as Beneficiaries
Private Client

In partnership with

Sign up - get notified first of new content releases

Social Channels

© 2024 All rights reserved For Media Group Registered in England No. 13063455 VAT Registration Number GB367031995