You are cordially invited to

The Annual Seminar for
Charity Legacy Officers

What

Welcome to the annual Wilsons seminar for Charity Legacy Officers, presented in association with the Institute of Legacy Management. 

We live in more than usually challenging times, with Brexit looming.  But "nothing can be said to be certain, except death and taxes", and that is as true now as it was when Benjamin Franklin said it in 1789.  Charities still need expert guidance to maximise their legacy income, and we can help with that.  The seminar is packed full of relevant and useful topics.

The focus of the day is clear, practical guidance on relevant issues, with a down-to-earth approach.  Our speakers are all acknowledged experts, with more than a hundred years of experience between them.  There will be plenty of time for questions and answers (and an excellent lunch).

Topics will include:-

  • An update on estoppel – "one day all this won't be yours".
  • Property market update, and tips on selling Probate properties in a difficult market.
  • De-mystifying trusts and their tax.
  • Reviewing life interest files.
  • An update on recent relevant cases.
  • Unusual probate applications – using the Non-Contentious Probate Rules to your advantage.
  • "On your bike" – a refresher on the removal of executors.



Early booking is recommended, as these seminars are always popular.

Do come! All of us look forward to seeing you there.

When

Date:

Wednesday
27 March 2019





Times:

09:30 for 10:00
until 16:00

Venue:

Plaisterers' Hall,
One London Wall,
London EC2Y 5JU




Closing Date:

22 March 2019

Cost:

ILM members £110 plus VAT

Further members from same charity £100 plus VAT

Non-ILM members £120 plus VAT

Further non-members from same charity £110 plus VAT

Once you have registered we will send out an invoice for payment

Who

Peter Jeffreys

Chairman

Charlotte Watts

Partner at Wilsons

Fiona Campbell-White

Partner at Wilsons

James Aspden

Partner at Wilsons

Tim Fullerlove

Partner at Wilsons

Kathryn Anderson

Partner at Wilsons

Andrew Tompson

Partner at Berrys

Where

Plaisterers' Hall,
One London Wall,
London EC2Y 5JU

Get Directions

Book Your Ticket

ILM members £110 plus VAT

Further members from same charity £100 plus VAT

Non-ILM members £120 plus VAT

Further non-members from same charity £110 plus VAT

Once you have registered we will send out an invoice for payment







Your details
Address details

Are you an ILM member?

Yes
No

For enquiries please contact marketing@wilsonsllp.com or call 01722 427 634




Cancellation fees


Please note that any cancellations received after Friday 22 March will not be refunded. The seminar is not open to those employed by other law firms. Closing date is Friday 22 March.