New Forest

31/10/2019

Legacy Notifications

Many charities derive a significant proportion of their income from legacies, and receiving timely information on the amounts being left to them in wills provides charities with opportunities to increase and accelerate the amount they receive.

Earlier this year HM Courts and Tribunals Service (HMCTS) announced they were ending arrangements with legacy solution specialists Smee & Ford that enabled charities to subscribe to a notification service advising them of amounts being left to them. With no alternative solution in place, interim arrangements were adopted in August (expected to last for about a year) whereby Smee & Ford continue to notify charities when they have been left a legacy, and which now also includes the provision of a copy of the will.

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