Posts By: Tara McInnes

Are we heading for a new Legacy Management Code of Conduct?

There’s been no escaping the recent review of the self-regulating Code of Conduct for Fundraising by the National Council of Voluntary Organisations.

Read more on Are we heading for a new Legacy Management Code of Conduct?…

Charities should look out for scammers

We often read in the papers of cases where people have been accused of taking advantage of their position as “attorney”. A power of attorney is when one person is appointed by another to manage their affairs, should they not be mentally capable of doing so themselves because of illness or accident.

Just last month, in the case The Public Guardian v JW, a businessman had his power of attorney over his mother’s finances revoked after allegations of misconduct. But this case is one of many, as the courts often deal with unscrupulous characters who have used their positions as an attorney to transfer funds and assets from the person’s estate into their own name. The impact on charities? They’re losing out in cases where they had been set to inherit from the estate in a person’s will. Read more on Charities should look out for scammers…

Unusual gifts this Christmas

Christmas is fast approaching and many of us are thinking about gifts to give this season – which got me thinking about unusual gifts left to charities in wills.

For more than 150 years, our inheritance protection and dispute resolution teams have seen a lot of examples of unusual bequests to charities, including butterfly and moth collections, antique toys, handbags and sheets of music. Read more on Unusual gifts this Christmas…

In wills, prevention is better than cure

I was recently chatting with a colleague on the importance of drafting wills and the potential that people can miss out on legacies left to them if the will is incorrectly written.

This led me to consider whether this is a familiar issue for charities.  Read more on In wills, prevention is better than cure…