A flexible extension to your team.
Are you responsible for managing your charity’s legacy income and ever feel like you could use an extra pair of hands?
Maybe you’ve received a letter from a solicitor you’re unsure about and need a second opinion, or have a backlog of work that is slowing down your legacy pipeline?
Are you puzzling over a complex inheritance tax calculation, or need some assistance reviewing a set of estate accounts?
With the new Legacy Helpdesk service from Legacy Link you are not on your own.
How Legacy HelpDesk works.
Our team of friendly (and highly experienced) legacy consultants are on hand and available to help whenever you need us.
Simply submit a ticket to the HelpDesk where one of our qualified legacy consultants will review your question and send you an initial response within 24 hours.
We will send you a time estimate for the work you require us to carry out, await your approval, and then get straight to work.
There are no set up costs or monthly subscription fees, you simply pay per question you submit, on approval of our time estimate.
There’s no job too small or question too challenging. So let us make your workload more manageable, reduce your stress and allow you to be more productive.
How you might use Legacy HelpDesk
- To find an answer to your questions
- Draft responses to executor or solicitor correspondence
- Review estate accounts
- Complete inheritance tax calculations
- Carry out reversionary interest reviews
“Legacy Link have been incredibly helpful to us here at World Animal Protection, from filling in staffing gaps in the past to more recently providing us with very thorough and robust advice when requested, helping us to ensure the smooth running of our legacy administration department. “
“We’ve used Legacy Link on an ad hoc basis for a number of years to help us with more complex administrations and have always found them quick to respond to our needs and their advice pragmatic.”
“Legacy Link have provided us with an efficient and professional service for many years. We always receive a quick friendly and helpful response to our enquiries.”