Private Client

Member talk: charities in wills: what private client solicitors need to know

2025-09-15T11:45:00

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With charitable legacies accounting for a significant proportion of charity income, it’s essential that private client solicitors understand the key considerations when advising clients who wish to leave gifts to charity in their wills.

From correct charity identification to tax implications and probate administration, navigating charitable gifts requires both technical precision and a sensitivity to client intentions.

Solicitors play a critical role in ensuring that legacies are drafted effectively, administered smoothly, and honoured as intended – while avoiding common pitfalls and potential disputes.

In this video, our speakers explore:

  • how to approach the charitable giving conversation with clients
  • drafting essentials: naming charities, tax clauses, and flexibility
  • key probate considerations and how solicitors can support the process

 

Speakers:

  • Sarah Robinson, Penningtons Manches Cooper LLP and Private Client Solicitors Section Advisory Committee Member
  • Rebecca Massey, Cancer Research UK

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This video was created in partnership with Cancer Research UK.

 

This video was recorded on the following date:

  • 15 September 2025

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