Your legacy future is too important to leave to chance.
Access the expertise and experience of our team of legacy administration consultants, who are ready to hit the ground running, stay as long as needed, and leave you with a greater legacy capacity.
Your legacy administration is your future
We're the UK's most established legacy administration consultancy—evolved perfectly to meet your needs.
Flexible — from one day per week to full time.
Experienced team — 5 years minimum, fully qualified.
Trained — to latest data protection standards and in First Class.
Insured — £2m indemnity insurance.
Get new capacity without risk.
Affordable — hourly rate, no retainers or hidden costs.
Flexible — we grow with you and charge only on output.
Reliable — continuity of service guaranteed.
Insured — £2m indemnity insurance.
Your future in safe hands.
Secure — protect your legacy income against risk.
Current — the latest compliance details and trends.
Focused — policy and procedure designed to work.
Smart — add value to your legacy gifts and income.
Energise your legacy framework and income.
Affordable — save on legals with pay-per-ticket model.
Reliable — decades of experience at your fingertips.
Fast — quick turnarounds and great availability.
Rewarding — get your legacy income pipeline moving.
Your problems solved quickly and affordably.
Your complete legacy administration solution
From covering staff shortages to clearing difficult cases, from maximising income to reducing risks, from helpdesk, to training, to audits.
Our experts are on hand for short or long term assignments, tailored to your exact needs and context.
We work with you.
From challenging cases to pipelines that simply need clearance, we work to speed up your access to gifts.
We solve with you.
From audits of policy and procedure to organisational processes that position for strategic success.
We plan with you.
Navigate estate administration easily and confidently, with sound advice that builds certainty and mitigates risk.
We prepare with you.
Our legacy legal expertise leverages decades of experience to solve legal problems before they arise.
We advocate with you.
Legacy giving inspires us.
Now that Naomi has officially finished with us, I just wanted to reiterate what a fantastic job she’s done during her time at the National Trust.
Helen and I have both found her an absolute joy to work with, and can’t praise the standard of her work highly enough. She delivered all the tangible deliverables we agreed with a calmness and diplomacy that was admirable and has helped us take huge strides forward (both practically and culturally) within a relatively short timescale. Impressive. Thank you for this excellent support, and for Paul’s great work earlier in the process.
National Trust
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Another Client
We work with some inspiring charities.
Let's get started.
We’ll listen to your immediate needs and help identify opportunities for growing your administration capacity.
Let’s begin the conversation.
We’ll review our panel of experts for skill mix, availability and location, and report on possible matches.
Decades of experience on hand.
You choose the nature and length of the engagement to support your exact needs and context.
The assistance you need.