Legacy Administration

Efficient legacy administration from experienced Charity Legacy Officers. From short term cover to long term solutions.

Legacy administration tasks we undertake

  • 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 administration department audits

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.

All our consultants are qualified with the Institute of Legacy Management or higher.
Institute of Legacy Management
Each consultant is covered to a minimum of £2m professional indemnity insurance
  • “Excellent value for money – I couldn’t recommend Legacy Link’s service highly enough.” Catherine McCrohan, Breast Cancer Care
  • “Legacy Link has administered Greenpeace’s legacies for over three years and also undertaken forecasting and training for us. Highly professional, they deal with ease with the most complex cases; we are very happy with Legacy Link’s services.”Andy Coates, Head of Finance, Greenpeace UK
  • “The service is responsive, friendly and effective; we are very happy to recommend Legacy Link to other charities.” Sarah Thomson, Macmillan Cancer Support
  • “Alzheimer’s Society received first class support from Legacy Link over a period of some 8 years. Our legacy team has really benefited from the consultants’ knowledge, reliability, flexibility and professionalism which have simply been outstanding”. Alzheimer's Society
  • We have outsourced our legacy administration to Legacy Link for several years. We receive regular reports on cases, we know the work is in good hands and the savings in terms of staffing and overheads make outsourcing well worth while.” ABF The Soldiers' Charity
  • “NSPCC has regularly used Legacy Link’s services over the past few years. The consultants are reliable and friendly; and they really get their heads down and eat through the work.”NSPCC
  • “A friendly, flexible and competent service that I would happily recommend.”Great Ormond Street Hospital Children’s Charity
  • “Legacy Link has provided an invaluable service, responding quickly and flexibly with advice and locum assistance at our Cotswold and London offices. We are grateful for their professional and capable assistance.”Emma Colborne, Senior Legacy Officer, Blue Cross
  • “RSPB needed a great deal of help and Legacy Link really pulled out the stops for us – both in administration support and training. Without it’s help, the backlog of work would have been unmanageable. A professional, responsive and very flexible service.”RSPB
  • “Legacy Link has been invaluable to the RSPCA in providing maternity cover and then project work. Marie’s positive and professional attitude has made her an asset to the team, and she has expertly handled contentious and sensitive cases to manage potential financial and PR risk. We have valued her ability to always think about the bigger picture.”Donna Pope, Senior Legacy Officer, RSPCA