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Get in touch

  • Overview

    Ensuring that charities receive all that they are entitled to in respect of a legacy, and managing the process, is an important part of our services to charity clients.

    Problems with charitable legacies:

    • Validity of gifts – we can advise on the validity of a Will, or of a charitable legacy, in the event of uncertainty, poor drafting, or mis-description of the intended charitable legatee
    • Inheritance Act claims – charities can have interests in estates subject to claims under the Inheritance (Provision for Family and Dependants) Act 1975. These may be substantial and good advice on the merits, and the strength of the charity's position, is vital
    • Other estate claims – issues can arise where there is the possibility of fraud, undue influence or proprietary estoppel, which can impact significantly on the distribution of the estate and the extent to which charitable beneficiaries benefit
    • Difficult executors – for charitable beneficiaries to receive all they are entitled to, in a timely fashion, good estate administration and proper activity by the executors is essential. Where this is not happening, we can advise to help ensure due administration
    • Needs of charity beneficiaries – not all those managing an estate understand the position or the requirements of charity beneficiaries. We can advise on how the estate should be administered, to avoid unnecessary tax, and on claims where there have been failings in this area or in the drafting of the Will.
       

    For further information please contact one of the team.

     

  • Latest Updates

Get in touch

The 'exceptional' Susanna Gilmartin and welfare and education sector specialist Nick Hobden are the key contacts at Thomson Snell & Passmore.

The Legal 500

There was much to this conversion that was not encountered before by TS&P, and much which we discovered, which belied the siren voices of how easy it would be. But, largely thanks to TS&P, we are now there, on our way, and picking up momentum. So I offer our thanks to TSP, Matthew Grogan and Nick Hobden, who all supported the team.

Client

TS&P make no bones about the high standards to which they aspire – and delivered on that aspiration.

Client

I have always had a first-class and friendly contact at all levels with TS&P.

Client

Jeremy Passmore is experienced, down-to-earth and praised for his client skills.

Chambers UK

Wonderful interaction between the various experts, who pull together to provide a fantastic service.

Chambers UK

Top-class service from lawyers who know exactly what they are doing.

Chambers UK

Meet The Team

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