We provide the complete commercial debt recovery service; from outsourced early arrears collections through to expert litigation, all handled in-house by a multi-award winning law firm.

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We provide the complete commercial debt recovery service; from outsourced early arrears collections through to expert litigation, all handled in-house by a multi-award winning law firm.

Visit our debt recovery website

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Legacy disputes

Approach

Our clear, strategic and focused advice maximises the chance of your charity achieving a favourable legacy dispute outcome.

By working closely with your legacy officer, we establish a balance between defending your position and settling a dispute, our solicitors minimise your susceptibility to potentially damaging publicity of legacy litigation.

We also minimise risk and legal spend by providing bespoke packages that deliver high-quality, tailored advice. Understanding that the costs involved in taking a claim to court can be high, we frequently utilise alternative dispute resolution methods to prevent the escalation of fees.

Legacy disputes

Experience

We work with several nationally-recognised charities, advising on a wide range of legacy dispute issues.

Our legacy experts frequently support charities in resolving legacy fraud, beneficial interest claims, Inheritance Act claims, proprietary interest claims and trustee and executor disputes.

Understanding that legacy disputes often involve multiple legal disciplines, our dispute solicitors are closely-supported by other specialist teams, such as our Wills, Probate, Tax & Trusts team, enabling solutions to be achieved collaboratively, promptly and efficiently.

Strongly believing that legacy dispute prevention should be your first priority, we regularly deliver workshops and training seminars for charity staff, raising awareness of important legal and practical issues whilst avoiding conflicts. In addition, we frequently support will writing schemes such as Free Wills Month and the National Free Will Network.

Contact Us

Do you need assistance?

For more information and advice on legacy disputes, please contact us on 01332 226 480 or complete the form below.

Knowledge

The latest from our experts

Insight

Can a charity’s legacy income really be at risk of undue influence?

Undue influence can be a cause for concern to legacy professionals when deciding what steps to take to increase legacy donations.

 Read more

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