Thursday 15 March 2018

09.00 - 10.00

Arrival, registration and networking breakfast for main delegates

10.00 – 10.15


  • Bridging the gap - the opportunities for the legal profession and charity sector to work together, Alison Talbot, Penningtons Manches

10.15 – 11.30

Keynote topics

  • The changing legacy landscape – how future legislation and policy can help probate practitioners and charities to work together, Dr James Richardson, Office for Civil Society
  • What is a charity’s role when it is a beneficiary of an estate? Kenneth Dibble, Charity Commission
  • Different perspectives and understanding each other’s challenges – a day in the life of both a legacy officer and a probate practitioner: Marcia Prince, Salvation Army, and Liz Garvey, Penningtons Manches, discuss the everyday highs and lows of dealing with charitable legacies

11.30 – 12.00

Refreshment break in the exhibition area

12.00 - 13.00

Question Time panel session

Chaired by Tom Dumont, Radcliffe Chambers
Panellists include Dr James Richardson, Office for Civil Society; Kenneth Dibble, Charity Commission; Marcia Prince, Salvation Army; Rob Cope, Remember A Charity / Institute of Fundraising; Chris Millward, Institute of Legacy Management; Caroline Reynolds, University of Oxford 

An open discussion on how we can improve collaboration which will answer questions such as:

  • How do we improve the standards of estate administration?
  • Do we have a problem with fraud in the administration of estates in the UK?
  • Is it time for the charity sector to decide whether to be acquiescent or robust - or can it be both?
  • Does the charity sector have an image problem when it comes to legacies?

13.00 – 14.00

Buffet lunch in the exhibition area

14.00 - 14.30

Technical session

  • How to avoid the pitfalls of charity legacies, Professor Lesley King
    An outline of the technical tax and legal issues that arise specifically in relation to charity legacies, including an update on the latest developments in the law. This session will provide practical solutions to the challenges that frequently arise when dealing with charities as beneficiaries and will be of relevance to all probate practitioners and charity representatives.

14.30 - 16.00

Break-out sessions

Delegates will be able to choose two of the following sessions:

  • Effective communication
    An interactive session looking at ways to improve communication between charities and probate practitioners and considering questions such as:
    • How much communication is appropriate?
    • How do charities and probate practitioners balance the frequency and tone of correspondence?
    • Could lead charities be the answer?
    • What can small and large charities learn from each other in contentious and non-contentious cases?
    Jane Robinson and Henrietta Mason, Penningtons Manches
  • Collaboration
    An interactive session looking at whether there is a benefit to developing a ‘voluntary code’ to which charities and probate practitioners could subscribe and, if so, what it should look like. The session will seek to identify the core 'needs' of charities and probate practitioners and how can they be reflected in any code or practice guide that is developed.
    Alison Talbot, Penningtons Manches
  • Reducing fraud
    An interactive session looking at how charities and probate practitioners can work together to reduce the levels of fraud and contentious claims in estates. How can the risks arising from online wills be minimised and the general standards in estate administration be raised? Is there a need for greater guidance and regulation?
    Philip Collins and Louise Lewis, Penningtons Manches
  • Reputation and brand protection
    An interactive session for legacy fundraisers, administrators and charity leaders looking at how charities can leverage the legacy fundraising and legacy administration processes to encourage more charity legacies. How can legacy administration more closely fit with a charity's brand? Should charities be more robust in defending claims?
    Alison Talbot, Penningtons Manches

16.05 – 16.30

Wrap up and conclusions

16.30 – 17.30

Drinks reception in the exhibition area

All timings are approximate. 

Details of sponsorship and exhibition packages

Register to attend The Legacy Conversation

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Penningtons Manches LLP

Penningtons Manches LLP is a limited liability partnership registered in England and Wales with registered number OC311575 and is authorised and regulated by the Solicitors Regulation Authority. San Francisco is an associated office.

Penningtons Manches LLP