Legacies Roundup | June 2018 >

In this edition of the Legacies Roundup, we reflect on recent legacy events including the ILM Conference 2018 and the Legacy Strategy Summit, review recent cases on beneficiaries’ rights to information and the test for testamentary capacity, and discuss how to ease into the now in-force GDPR with a useful article covering key issues for legacy professionals.

Posted on 28 Jun 2018 in Legal Updates Read More >

Charity Legacy Resources: Executors - communication and costs >

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.

Posted on 14 May 2018 in Legal Updates Read More >

Charity Legacy Case Study: Case Roundup >

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.

Posted on 14 May 2018 in Legal Updates Read More >

Legacies Roundup | December 2017 >

As 2017 draws to a close, this edition of BWB’s Legacies Roundup looks back on a busy and eventful year in charity legacies, and forward to what’s already promising to be another one with the introduction of GDPR.

Posted on 12 Dec 2017 in Legal Updates Read More >

BWB partners with ILM on GDPR factsheet >

Bates Wells Braithwaite and the Institute of Legacy Management (ILM) have collaborated to produce a new factsheet focusing on the implications of the General Data Protection Regulation (GDPR) for legacy management professionals.  


Posted on 01 Dec 2017 in BWB News Read More >

Legacies Roundup | April 2017 >

In this edition of Legacies Roundup we draw out some of the key issues covered by our speakers at the seminar, including how data protection issues impact legacy fundraising and legacy management, and the challenges faced by legacy professionals when dealing with vulnerable people. We also discuss the latest (and most welcome) news on the scrapping of the proposed increase in Probate Court fees and reflect on the end of the Ilott v Mitson journey.

Posted on 26 Apr 2017 in Legal Updates Read More >