About

Provided by Ashfords LLP

We work closely with major UK charities – aligning ourselves with each charity’s culture to help them optimise this vital source of income. We assist a number of charities, often working alongside their in-house teams, providing estate administration support and valuable reputational guidance.

We adopt a commercial and pragmatic approach to our work in the charity sector and we understand the unique position in which not-for-profit organisations operate. We are also aware that charities need to ensure that their operations are as streamlined as possible and that their legacies generate the optimum amount of cash for the front-line services for which they were intended.

We know that most charities rely on legacies for a very significant proportion of their income. As a result it is important that they are able to protect their bequests and optimise the income which the deceased intended them to have.

One of the key considerations for charities, when deciding on whether to defend a challenge to a will, is the possible effect that litigation may have on the reputation of the charity. Headlines for the wrong reasons are never helpful and can be catastrophic for charities both large and small. In order to help our clients to protect themselves as much as possible, we partner with experts in the field of reputation management who will advise from the outset, on the best course of action.

Chambers Review

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Charities: Legacy Disputes - UK-wide

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Band 1

What the Team is Known For

Ashfords is a highly regarded firm with a national reputation for its adept handling of complex legacy disputes. Its lawyers represent charities as residuary beneficiaries in challenges over testamentary capacity and professional negligence in relation to significant estates. The firm's solicitors are adept at handling contentious probate matters concerning claims for reasonable financial provision.

Strengths

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Notable Practitioners

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Kerry Morgan-Gould
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Kerry Morgan-Gould
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Band 2
Kerry Morgan-Gould is the head of Ashfords' trusts and estates team. She regularly assists national charities with disputes over will validity, particularly challenges over testamentary capacity.
Kerry Morgan-Gould is the head of Ashfords' trusts and estates team. She regularly assists national charities with disputes over will validity, particularly challenges over testamentary capacity.

Kerry's advice is always excellent.

Kerry is knowledgeable, compassionate and professional. She is robust in defence of our interests at all times and is a pleasure to work with.

Ranked Lawyers at
Ashfords LLP

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Band

UK-wide

Charities: Legacy Disputes

Kerry Morgan-Gould
2
Kerry Morgan-Gould
2
Band 2

Members

Provided by Ashfords LLP