Legacy Link can always be relied upon to provide additional resources whether it be short-term or on a more long-term basis. The consultants are professional and experts in legacy administration which means they can hit the ground running and take some of the pressure off the team, when help is needed the most.
British Heart Foundation
Sophie’s challenge to the IHT apportionment has secured an additional £75k for the charity (in the context of an annual budget of c £1m). Not only is she technically brilliant, but she is a pleasure to work with. I no longer spend any of my time thinking about legacies as I know they’re in safe hands- which is exactly what I wanted when we choose legacy link for our legacy admin.
Nicola Burgess, Head of Finance, Oxford Hospitals Charity
A UK charity has received £1.8 million in a landmark legal decision, after winning a contested will case with the specialist help of Legacy Link, part of the Legacy Futures Group.
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A will is an expression of a person's final wishes, but occasionally, what should be a document reflecting the deceased's wishes may reveal signs of financial abuse. Financial abuse towards an elderly or dependent person can unfortunately extend to their will and financial abuse in wills can be subtle but devastating. It is crucial as legacy officers that we are able to recognise the signs and, where appropriate, take action to address any wrongdoing.
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In 2023, Laura Simpson-Toyn, assistant legacy officer at Bransby Horses, was one of two recipients of the Legacy Futures Crispin Ellison Bursary Award.
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Neil is a qualified Legacy Officer and Chartered Accountant with 20 years of Finance and Charity experience.
Having gained his CiCLA, Paul is now enjoying the challenges of delivering legacy administration, best practice and educational seminars to charitable legacy teams across the UK.
Sharon joined Legacy Link in 2021 and brings a wealth of administration, account, and project management experience.
Lyn joined Legacy Link in March 2021 and brings a vast knowledge of customer care experience both with internal and external customers.
Hazel was admitted as a Solicitor over 30 years ago and has extensive experience of a wide range of issues which affect charity legacy administration including Will drafting, Probate, Scottish Executries, Trusts, Powers of Attorney, Court of Protection matters and applications to the Charity Commission.
Karin joined Legacy Link in June 2021 and brings over 13 years of Legacy Case Management gained as a sole Legacy Officer with Motor Neuron Disease Association and World Vision UK.
Katherine Ellis is a qualified solicitor and experienced legacy manager.
Jenny is a natural communicator whose love of language and people has found a natural home in the Legacy world.
Brad has decades of experience in the field and is very well trusted and respected in the sector.
Sophie has been working in the Legacy sector for 10 years with a wide skillset from Executorship and Legacy Administration right through to Donor strategy.
Tracey has over twenty years of experience in legacy administration for a national charity.
Davina has worked in legacy administration for the past twenty years and has worked for several major charities including as the Legacy Manager at the British Red Cross and then at the National Trust.
Cordelia joined Legacy Link in 2023, bringing experience both from her work in charity legacy administration and as a solicitor in private practice.
In 2022 Matt secured a part-time Legacy Manager role at BHF and so decided to fill the time he had available in the working week by joining Legacy Link, with the aim of helping as many charities as possible and supporting a wide range of causes.
Naomi Orrey joined Legacy Link in 2018 and is passionate about using her 15 years of experience in legacy administration to make a positive difference to charities.
Rebecca started working with Legacy Link in 2022 as a Developing Consultant and brings her creative and communication skills to the role.
Duane has almost 20 years of experience working in legacy administration, most notably at the British Red Cross and then managing the Legacy Administration Team at Marie Curie.
After graduating with a degree in Art History in 2016, Ella joined Battersea in 2017 as the Legacy Administrator, where she became fascinated by the world of legacy giving.
Marcia immigrated from the US to the UK in 1988. She attended the College of Law, London, qualifying as a solicitor working in probate and Family Law.
Lorelei joined Legacy Link in February 2024 and comes from a B2B background.
Jo joined Legacy Link and obtained a distinction in her CiCLA in 2023.
Lesley dipped her toes in the legal waters as a legal secretary, diving headfirst into the intricate world of law.
Lucinda's career in the charity sector began in 2004 when working in a Hospice.
Liz has worked in charity legacy administration for 20 years and holds the CiCLA , is an Associate of the Chartered Institute of Legal Executives and STEP Affiliate.
Mary-Anne studied law at university whilst volunteering and obtaining work experience with several legacy teams.
Conor started his legal career after completing the LLB law degree in 2016.
Jess joined Legacy Link in 2024 and is a skilled legacy professional with experience in both the legal and charitable sectors.
Laura is a qualified solicitor with experience working in private client, including estate administration and Will drafting.
Freya Ellingham is a consultant for Legacy Link, supporting several charities with fully outsourced legacy administration, and in 2017 was winner of the ILM Legacy Professional of the Year Award.
CiCLA qualified and ILM Member, Wendy has been solely responsible for managing the legacy income at numerous charities.
CiCLA qualified and ILM Member, Wendy has been solely responsible for managing the legacy income at numerous charities.
Before Legacy Link Doyin worked in the Legacy Administration Team at Christian Aid for 20 years, latterly as the Legacy Administration Manager, for 14 years.
Michelle is an experienced Legacy Officer, having over 13 years experience at national animal charities.
Nichola Sims went to university to study Social Administration with Psychology in her quest to make the world a better place.
Sarah has been a fundraiser for the last 15 years, specialising in Legacies for the last 7.
