Recent Charities

  • Katherine Ellis

    Charity case


    Recent research has shown that charitable gifts in wills have increased by over 50% since the pandemic, and a legacy boom in the coming years is also expected. Katherine Ellis explains how you can ensure charitable gifts are made correctly in wills, and how private client solicitors can help promote ...

  • Emily Travell

    Lasting legacy


    Emily Travell discusses her working life as a charity legacy officer

  • Duncan Wood

    It begins at home?


    Building trust with charity legacy professionals, better Law Society leadership and tackling will-making misconceptions are all needed to encourage solicitors to discuss charitable giving with clients, according to a roundtable led by the Private Client Section. Duncan Wood reports

  • someone putting money in money pot 1000x2700

    Give to receive


    Whether through ad hoc charitable donations or a strategic programme of philanthropy, clients in Britain have a long history of ‘giving back’. Alana Petraske and Christopher Groves look at the options, and the tax reliefs available

  • Rob Cope

    Give a little


    Legacy giving is increasingly important to charities, but only 6.3 per cent of the population leaves a charitable will. Research by Remember A Charity offers useful insights into how solicitors can promote charitable giving to clients, says Rob Cope

  • Chris Millward

    Preserve and protect


    The Ilott v Mitson judgment has cast doubt on the validity of charitable legacies: is it even worth making a will if it is capable of being ‘rewritten’ by the court? Chris Millward gives the charity sector’s perspective on the Court of Appeal’s verdict.

  • Jan Garrill

    Community caring


    Jan Garrill explains the role of community foundations in lifetime and legacy giving, and how solicitors and foundations can work together to ensure the solution chosen is the most appropriate for clients and their families

  • Charity

    Sweet charity


    The distinction between an individual and a charity as a beneficiary in an estate has not always been understood or appreciated by solicitors. But, as Chrissie Paphitis explains, a more collaborative relationship between solicitors and legacy managers is emerging

  • Michelle Garlick

    Connecting the dots


    Conflicts of interest can arise when solicitors act for clients to whom they are connected. Michelle Garlick looks at the statutory guidance on these tricky situations, and what solicitors should do when faced with them

  • Practice management

    The leftovers


    The self-certification amount of which firms can donate to charity without prior authorisation increased to £500 from 31 October 2014. Jacky Ellis outlines the rules for dealing with residual client account balances and provides some handy hints

  • Sheree Green

    Meek: who shall inherit?


    Sheree Green reports on the latest chapter in the long-running litigation over the estate of Gladys Meek, and her two deputies’ mis-spending of her estate

  • Davison

    In your gift


    As Will Aid celebrates its 25-year anniversary, Sue Davison looks at how the scheme helps solicitors to support their community, raise money for charity, and bring in 
new business

  • Nicola Sims

    Working together


    Nichola Sims explains the extensive information that charities need from solicitors when a legacy is bequested to them, and provides a template letter drawn up by the Institute of Legacy Managememt to show solicitors what to expect from a charity’s first contact

  • Rob Cope

    Asking the question


    By making clients aware of the option of leaving a small charitable gift from their estate once friends and family have been looked after, solicitors can make a huge difference to many good causes, writes Rob Cope

  • David Bennett

    Statement of intent


    The 2013 autumn statement was quickly followed by the draft 2014 Finance Bill, containing 673 pages of tax changes. David Bennett summarises those most relevant to you and your clients

  • PS July 2013 cover

    PS July 2013


    This edition features trustees with conflicting interests, forensic accountants, using artwork to meet tax liabilities, the RDR, WIQS, wealth planning, elderly care, being a charitable trustee, probate in France and Jersey, deathbed mental capacity, Green Deal and probate properties, investment bonds, and conflicts of law in cross-border cases

  • PS March 2013 cover

    PS March 2013


    This edition features raising your profile in your local community, acting as executor if your firm is an LLP, declarations of trust for cohabitants, efficiency in private client practice, deathbed planning, will-drafting, cross-border mental capacity, LPAs, the legality of marriages, charitable legacies, and tax on equine businesses