In one of the four webinars inclusive in 2014 Private Client Section membership, Gary Rycroft and Nicola Sims look at ways of achieving collaborative working between solicitors and charity legacy professionals

The diversity of assets, emergence of digital inheritance and the variety and complexity of modern family structures, never mind increasing regulation by financial institutions, has led to probate becoming an increasingly complicated area.

Working together with charity legacy professionals can help solicitors maximise the efficiency and value of bequests to charity and lead to efficiencies with regard to the cost of estate administration. Collaboration between the two can also result in a useful exchange of practical advice.

The webinar will provide practical guidance on ways of achieving collaborative working as well as an opportunity to put your questions to a member of the Law Society’s Private Client Section Executive Committee and the Institute of Legacy Management.

Topics to be discussed include:

  • drawing up wills
  • administration of estates
  • will trusts
  • tax planning

This webinar was recorded on 12 March 2014, but you can listen again via the link below.

Speakers

Gary Rycroft, partner Joseph A Jones & Co Solicitors, and Nichola Sims, training manager at the Institute of Legacy Management.

Gary Rycroft qualified as a solicitor in 1998. He is a partner at Joseph A. Jones & Co, which is a three partner firm in Lancaster dealing exclusively with private client and property matters. Gary has been a member of the Private Client Section executive committee since 2007 (as vice chair from 2011) and also sits on the Law Society Wills and Equity Committee. He is chair of the WIQS Technical Panel.

Nichola Sims is the training manager at the Institute of Legacy Management. The Institute promotes professional standards, provides training and acts as a forum for legacy professionals, charities and solicitors in private practice. She has previously worked in the legacy departments at national charities such as The Salvation Army, NSPCC and Diabetes UK and as a consultant for various organisations including Barnardo’s, Save the Children and Home Farm Trust.