People
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What

Expert legal guidance and a practical down-to-earth approach

Large in-person events are now something of a rarity, so this is an ideal opportunity to network with colleagues from across the sector, as well as benefitting from expert training and guidance on a range of topical issues.

You discover that a legacy to your charity has been massively reduced due to suspicious late-lifetime transactions. Perhaps a relative or carer helped themselves, your benefactor was scammed, or a joint account was raided. What can you do? We are joined by specialist barristers from XXIV Old Buildings, known for its ''formidable strength in trusts and estate disputes'' (Chambers Guide), for a case study on this important area.

Many charities are keen to act as executors but are rightly cautious about taking on unknown risks and responsibilities. We will give guidance about the essential enquiries to make, and how to ensure you are not ''intermeddling''.

Inheriting shares in a private company can bring its own problems. How easily can you sell the shares, and who to? What can you do if the company is run in a way which damages your interests? We offer practical tips based on years of experience.

Will dispute cases keep on ending up in court. Which ones really matter to the legacy sector? We'll talk you through the implications of the most important ones.

What's going on in the residential property market, and how can charities ensure that Probate properties realise their best value in a reasonable timescale? Andrew Tompson from Berrys joins us for his annual review of the market.

And how should charities monitor life interest cases? What information do you actually need on file to ensure they still realise their full value when they eventually fall in? Chairman, Peter Jeffreys, will offer some practical do's and don'ts.

All of us look forward to seeing you there!

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When

Date:

Tuesday 14 October 2025

Venue:

Plaisterers' Hall,
One London Wall,
London EC2Y 5JU

Times:

09:30 for 10:00 until 16:00

Closing date:

Friday 3 October 2025

Cost:

ILM members

£110 plus VAT

Further members from same charity

£100 plus VAT

Non-ILM members

£120 plus VAT

Further non-members from same charity

£110 plus VAT

Once you have registered we will send out an invoice for payment

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Who

Peter Jeffreys

Peter Jeffreys

Chairman

James Aspden

James Aspden

Partner

Emma Litchfield

Emma Litchfield

Associate

Jessica May

Jessica May

Senior Associate

Alexandra McVean

Alexandra McVean

Solicitor

Andrew Tompson

Andrew Tompson

Partner at Berrys

Kerry Venn

Kerry Venn

Associate

Charlotte Watts

Charlotte Watts

Partner

Where

Plaisterers' Hall,
One London Wall,
London EC2Y 5JU

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Book your tickets

ILM members

£110 plus VAT

Further members from same charity

£100 plus VAT

Non-ILM members

£120 plus VAT

Further non-members from same charity

£110 plus VAT

Once you have registered we will send out an invoice for payment

For enquiries please contact
marketing@wilsonsllp.com or call 01722 427 554

Cancellation fees

Please note that any cancellations received after Tuesday 7 October 2025 will not be refunded. The seminar is not open to those employed by other law firms. Register by Friday 3 October 2025.