• Laura Chesham

  Partner , VWV
• Leila Goodarzi

  Partner , VWV
• Georgina Howe

  Solicitor , VWV
• Michelle Rose

  Partner , VWV

10:00-10:45	Session 1 'Realising and maximising legacy income' Leila Goodarzi (Partner) Securing the legacy (during lifetime) and interpreting the legacy (on death) Managing early-stage risks (tenanted properties, high-profile estates, executor appointments, disclaiming etc.) Internal process (sign-off, policies, insurance and decision-making) Tax considerations: Inheritance Tax - grossing up Capital Gains Tax - appropriation and S.117 requirements Income Tax - form R185 Maximising final legacy income (statutory interest, legal fees and scrutiny of estate accounts) Policing the administration (timescales, communication, transparency)
10:45-11:00	Break
11:00-11:45	Session 2 'Contested legacies' Michelle Rose (Partner) and Georgina Howe (Solicitor) Removal of personal representatives - what constitutes 'unreasonable'? Protection of charities duties in the face of litigation Avoiding a contested hearing - mediation, settlement agreements and deeds of variation Defending litigation - Inheritance Act claims and validity of Wills
11:45-12:00	Break
12:00-12:45	Session 3 'Charity law considerations' Laura Chesham (Partner) Ex-gratia requests and Charity Commission applications Update on Charities Act 2022 changes Re-purposing legacies and Charity Commission engagement
12:45	Conclusions & Q&A
13:00	End

 

(prices exc VAT)

Governance & Leadership subscriber - £119
Standard rate - £159
Non-charity Governance & Leadership subscriber- £300
Non-charity delegate- £400

Please note, subscribers rates apply to those who have a direct subscription through Civil Society Media to any of its three publications; Charity Finance, Governance & Leadership and Fundraising Magazine. 

Find out more about these publications here. 

For group bookings email [email protected] 

When will I receive course materials and Zoom link to access the course?

After booking you will receive the following correspondence:

1 week before the course – an e-mail with your joining information, this includes the course programme and any other relevant materials.

1 day before the course – an e-mail with your final information, this includes the Zoom link, course programme any other relevant materials.

When will I be invoiced for my booking?

Invoices are manually processed so this will be sent to you by our events team shortly after your booking.

Will presentation slides be provided?

Presentations are provided in advance for the majority of our courses but this can vary and is down to the course leader’s discretion.

Will the sessions be recorded?

We do not record our courses as we feel this gives delegates the opportunity to have more open discussions and freely ask questions around the running of their charities.

Will I get a reminder prior to my course?

Yes, you will get e-mails one week and one day before your course with all of the information you need. You won’t receive a calendar invite so do make sure you put the date in your diary.

What if I can no longer attend the course?

Up to and including 14 days prior to the event, a refund (less a 15% administration fee), a substitution of a colleague, or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer. Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent to [email protected]

For any other queries, please get in touch at [email protected].

Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Up to and including 14 days prior to the event, a refund (less a 15% administration fee), or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer.  Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210).