Our services

What can we do for you?

Amongst the tasks we can undertake are:
  • the creation of a complete legacy administration and filing system,
  • commissioning and implementation of computerised legacy administration systems,
  • reversionary interest reviews,
  • dealing with ad hoc or just the more complex cases,
  • routine legacy administration work,
  • provide locum cover for legacy officers,
  • legacy “health checks”,
  • legacy marketing audits
  • legacy administration department audits
  • individualised coaching and training
Outsourced work: We also handle the complete legacy administration caseload for a number of charities on a permanent basis from the consultants' own home offices. Typically, all incoming post goes as usual to the charity's address, for security of any legacy payments. It is then sent on to the consultant to deal with. Telephone queries can be relayed direct to us, or phone calls returned, usually the same day. Where a matter is urgent, scanned correspondence is e-mailed to the consultant for immediate action.

Our golden rule is that our services should be strictly tailored to the Charity’s immediate needs and costs budget. We will not proceed further than the initial brief without specific instructions.

"The Alzheimer's Society has received first class support from Legacy Link for the past 7 years. Our legacy team has really benefited from the consultants' knowledge, reliability, flexibility and professionalism which have simply been outstanding". Shelley Plant, Legacy Officer