Leading full-service law firm Shakespeare Martineau has expanded the support it provides to charities with its newly-launched legacy administration service – helping organisations maximise the gifts they receive in wills.
Alongside interim or permanent legacy administration services, the offering provides charities across England and Wales with strategic legacy project work, legacy forecasting and budgeting, procedure reviews, and team training.
As part of the launch, the firm has a new presence in the North West with the appointment of specialist solicitor Gaynor Lanceley, who will be heading up the service and brings with her almost 20 years’ experience in legacy administration for charities.
A highly experienced solicitor who has both the STEP and Solicitors for the Elderly accreditations, Gaynor has joined Shakespeare Martineau from Catherine Higgins Law. Prior to this, she worked at Jackson Lees Group and Morecrofts Solicitors. Over the years, she has supported multiple charities, including the Yorkshire and North West air ambulance charities, and was previously a trustee for the Woodlands Hospice.
Gaynor, who will be primarily based at home in Liverpool but working with clients and teams nationally, said: “There are very few law firms in the UK that offer a legacy administration service, particularly in the midlands and the north, so this launch is a fabulous experience, venture and opportunity for us.
“I am passionate about working with charities to help them to recognise the importance of legacy income, which is growing year on year. Gifts to charity are very personal and mean so much to the donor who kindly included them in their will – the importance of even the smallest such gift should never be underestimated.
“As a solicitor, I can explain the terms set out in wills and trusts and decode legal jargon. I can answer complex tax and accounts issues, and provide updates regarding the legal administrative process. For me, this is the best job in the world and it is a privilege to be able to work with charities to maximise the gifts they receive in wills and ensure their supporters’ wishes are carried out.
“I am looking forward to supporting charities – making sure they get the gift that is intended for them in its entirety.”
Research by charity legacy consortium Legacy Foresight shows the total UK legacy income grew from £800m in 1990 to £3bn in 2020. It also estimates that legacy income will be worth £19.6bn by 2025 – climbing to £23bn in the second half of the decade.
As well as broad expertise in charity law, Shakespeare Martineau’s full-service team is able to support charities with employment law, funding and corporate advice, intellectual property considerations, and real estate advice. The team also has particular and unique expertise advising charities on contentious probate issues.
Andrew Wilkinson, partner and head of contentious probate at Shakespeare Martineau, said: “We are delighted to welcome Gaynor to the firm. Her experience, knowledge and expertise will be a real asset as we look to grow our charities and not for profit offering, starting with our new legacy administration service.”
Shakespeare Martineau is proactively seeking talented people to join the firm on its growth journey, including mergers, team recruitment and lateral hires nationally.
