Remote support from experienced legacy officers.
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?
How to make use of our HelpDesk service
It’s personal
Our team of friendly (and highly experienced) legacy consultants are on hand and available to help whenever you need us.
It’s responsive
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.
It’s flexible
There are no set up costs or monthly subscription fees, you simply pay per question you submit, on approval of our time estimate.
It’s professional
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.