With rising property prices forcing more estates to be caught by inheritance tax payments, Jamie Huard takes a brief look at some of the issues that often arise with a gift of property in a will.
In light of recent serious incidents that have affected the public and charity sectors, not only have the requirements in relation to safeguarding developed, but so too has the scope of 'safeguarding' within the charity sector.
Emma Knuckey and Caroline van den Bergh report on recent developments at the Charity Commission and in the Charity Tribunal.
Luke Fletcher, partner at Bates Wells Braithwaite (BWB), has written a by-lined article for Governance & Compliance on the prominent role that the concept of purposeful business now plays in a range of industries.
In this week's Briefing: The Charity Commission’s guidance on automatic disqualification has been amended to include two declarations, one for trustees and one for senior managers. NCVO has made available a Legal checklist for boards of charities and other voluntary organisations. The Department for Education has published its response to the recent Keeping Children Safe in Education (KCSIE) consultation.
A focus on social impact is crucial to effective board discussions.
BWB has lodged a detailed response to the Commission’s consultation which closed last week.
In this week's Briefing: The Charity Commission has updated some of its publications to reflect the Commission’s recent guidance on automatic disqualification and on safeguarding. The Institute of Fundraising has published updated guidance on acceptance, refusal and return of donations. NCVO has published its 2018 Almanac.
At the Institute of Legacy Management’s Annual Conference 2018, you posed BWB a series of questions on everything from GDPR to ex gratia payments. Here, we offer some answers.
The recent BoardSource Leadership Conference explored strategies for healthy governance.
BWB's Charity & Social Enterprise team are delighted to present their 2018 Summer Update.
This case highlights the importance that the relevant charity or charities not only consider the likely prospects of successfully challenging the validity of the will but ensure that other factors, such as what the likely costs will be, are considered too.
James v James and others highlights the challenge to a will on the grounds of lack of testamentary capacity is brought at the same time as a proprietary estoppel claim.
Habberfield v Habberfield highlights the difficulties in defending proprietary estoppel claims - which can be even more of a hurdle for a charity defendant - and the impact a successful claim can have on the value of an estate
There is a fiddly question for charities left property legacies of whether the Charities Act 2011 applies to a disposal by executors of property that has been appropriated to a charity.
The tumbleweed that often emanates from an executor in response to a request for an update is a common source of frustration amongst charity legacy officers. Why can’t they keep you updated? How hard is it to check in on a regular basis? This article will look at executors, their communication (or lack thereof!) and their costs, and consider what remedies charity beneficiaries have available to them.