Understanding the importance of checking estate accounts

Ashley Rowthorn Practical guidance for good legacy administration

Checking estate accounts can seem time-consuming and confusing. So why is it vital that you do it, and what should you look for? Checking estate accounts is an important part of ensuring that the administration of an estate has been completed correctly, and that a charity has received its full entitlement under the Will. Indeed, a charity should not give …

Crispin Ellison

Crispin Ellison – Joint statement from Legacy Link and the ILM

Ashley Rowthorn News

It is with great sadness that we write to announce that Crispin Ellison died peacefully with his family on Friday 30th August. There are few people to have made such an impact on our sector, and Crispin was certainly one of them. For those of us that had the pleasure to work with him during his three decades in legacy …

Three areas your charity needs to put in place when managing legacy income

Ashley Rowthorn Practical guidance for good legacy administration

How Trustees manage legacy income is a key pillar of efficient charities. With increasing regulation and recent criticisms of the sector, putting accountability at the heart of every organisation (large or small) is essential for long term self-preservation and potential damage limitation. Legacy administration itself is a particularly delicate area, and should be considered by all charities as a priority in …

Meet the bursary winners – Laura Kennedy

Ashley Rowthorn News

I feel really honoured to have won a Crispin Ellison Bursary Award and am so excited about the opportunity to complete the Certificate in Charity Legacy Administration (CiCLA). It will make such a difference not only to my career and personal development, but to Action on Hearing Loss where over two thirds of our voluntary income is from legacies. As …

Meet the bursary winners – Amanda Hyatt

Ashley Rowthorn News

A month on and I am still surprised to have been chosen as one of the winners of the Crispin Ellison Bursary Award for 2019, and absolutely delighted too.  I work for a local hospice (St Peter & St James Hospice, in Mid-Sussex) and only started dealing with legacy administration a year ago. It has been a steep learning curve …

Laura Kennedy receiving Crispin Ellison Bursary Award

Legacy training bursary winners announced

Ashley Rowthorn News

Legacy Link are pleased to announce that the winners of this year’s Crispin Ellison Bursary Awards are Laura Kennedy from Action on Hearing Loss, and Amanda Hyatt from St Peter & St James Hospice. The winners were selected by a panel including Crispin Ellison and announced at the ILM Legacy Conference on Friday 10th May 2019. Sharon Comfort from Legacy …

Income Tax and Legacies

Ashley Rowthorn Practical guidance for good legacy administration

One important way of increasing the value of a legacy is by claiming back the tax paid on income received during the course of an administration. Although the sums involved may seem modest when compared to the overall value of the legacy received, when added up it can amount to a considerable sum which can then be used toward your charitable objectives. So, what are the principles, and how is it done?