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FBC Manby Bowdler to share legacy expertise
25 Sep 2019

FBC Manby Bowdler has become a corporate partner of The Institute of Legacy Management (ILM), the UK’s membership body for legacy professionals.

In the role, the firm will offer expertise, guidance and training to ILM members and build relationships with charities responsible for the £2 billion per annum charity legacy market.

FBC Manby Bowdler has charity specialists working across the firm with extensive experience of delivering practical, commercial advice and legal solutions to charities and not-for-profit organisations to enable them to operate successfully.

The Corporate team can assist with the establishing of a charity and advising on changes in structure, including any merger or joint venture. The Commercial team can undertake constitutional reviews and assist in outlining governance duties and the powers of trustees. It is also able to facilitate Charity Commissioner enquiries and provide business contract advice as needed.

The Private Client department is experienced in assisting with legacy case management in a manner that is efficient and sensitive, but also proactive. It is also able to help legacy managers ensure they are compliant with all professional standards associated with legacy giving.

The Disputed Probate team can advise if a will leaving a legacy to a charity is challenged, or where a claim is brought against the estate pursuant to the Inheritance (Provision for Family and Dependants) Act 1975. The team can provide legal support if an executor or trustee is not properly administering an estate or has acted in breach of trust.

Kimberly Mears, an Associate in our Contentious Trusts and Probate team, said: “Corporate partners of the ILM are leaders in the field so we are delighted that FBC Manby Bowdler has been selected to become part of the network.

“We have a proud history of working as trusted advisors to charities and advising on legacy issues so we look forward to working with ILM to expand on our experience of assisting legacy managers and charities. We hope to assist in raising awareness of ILM at a regional level and to champion the interests of donors, ILM members and charities in order to optimise the impact of legacy gifts.”

Meet Kimberly Mears