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Latest Updates

NEWS

30 OCT 2024

| DAN WALTON

The UK Autumn Budget 2024
The Autumn Budget has brought some big changes to the UK’s tax system, particularly in the areas of inheritance tax, capital gains tax, and pensions—all likely to have an impact on legacy giving. With charitable legacy giving exceeding £4bn in 2023/24, these changes and their possible affects are certainly worth reviewing.
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NEWS

17 OCT 2024

| PAUL BROWNE

Charity receives £1.8mn after winning contested will case
A UK charity has received £1.8 million in a landmark legal decision, after winning a contested will case with the specialist help of Legacy Link, part of the Legacy Futures Group.
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NEWS

7 OCT 2024

| STEPHEN MOONEY

Building Better Futures in Legacy Fundraising
Our new report provides an insight into the extent of the recruitment and retention challenges facing the legacy fundraising market today.
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ARTICLES

26 SEP 2024

| CLAIRE ROUTLEY

The Science of Supporter Journeys
Five things we learned at our science of supporter journeys masterclass
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ARTICLES

20 SEP 2024

Taking the lessons learned from growing the UK legacy market to drive high value growth
A guest blog by Lucinda Frostick, Director of Remember A Charity
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NEWS

12 AUG 2024

| ASHLEY ROWTHORN

Legacy Futures partners with Smee & Ford
Legacy Futures is excited to announce a new partnership with MiExact, owners of Smee & Ford enabling us to work together and help more charities grow through legacy giving.
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Latest Resources

MARKET OUTLOOK

6 NOV 2024

Legacy Market Review 2024
Summarising the performance of the key legacy drivers over the past year and our projections. Details from our Market Review 2024.
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RESEARCH REPORT

7 OCT 2024

Report into the recruitment and retention challenges facing the legacy sector
Our new report provides an insight into the extent of the recruitment and retention challenges facing the legacy fundraising market today.
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MARKET OUTLOOK

29 AUG 2024

Bequest numbers up 7% but values falling slightly as housing market cools
Improving probate backlog sees legacies numbers continue to rise in second quarter of 2024
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What's next for in-memory products? Key Insights from Our Latest Research
Read the latest public briefing from our In Memory Insight programme, where we take a deep dive into in-memory products, understanding how they are evolving, and exploring what’s next.
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MARKET OUTLOOK

10 JUN 2024

Legacy income up 1% as the probate backlog eases.
Legacy income up 1% year on year, due to a rise in bequests received as the probate backlog eases.
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Delegated authority
Delegated authority allows charity trustees to assign some of their powers to internal committees, individual trustees, or employees, so they can carry out specific tasks or make certain decisions on behalf of the charity. In particular for us to allow key decisions in Legacy Administration.
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Your trusted partner

In a rapidly changing world, it’s good to know there’s someone to support you at every step in your legacy journey.

One business, three teams

We bring together the sector’s leading practitioners, with over 60 consultants, to provide the unrivalled insight and analysis of Legacy Foresight, the strategic consultancy of Legacy Voice, and the diligent administration of Legacy Link.

"Being a legacy fundraiser can be a lonely place. It’s a niche area that’s strategically essential to charities and you have to involve many stakeholders with varying levels of understanding of legacy fundraising. So it’s great to have an external voice to bounce off."

Alex McDowell, Director of Fundraising, Revitalise

Our Expertise

Learning Circles
Research & Analysis
Foremost analysts of the legacy and in-memory sectors.
Consultancy
Strategy, communications and training to grow your legacy income.

Learning Circles

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Research & Analysis
Foremost analysts of the legacy and in-memory sectors.

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Consultancy
Strategy, communications and training to grow your legacy income.

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Ashley Rowthorn

CEO

Ashley Rowthorn

CEO

Ashley leads the team at Legacy Futures.

Neil Kirk

COO

Neil Kirk

COO

Neil is a qualified Legacy Officer and Chartered Accountant with 20 years of Finance and Charity experience.

Stephen Mooney

Client Partnerships Director

Stephen Mooney

Client Partnerships Director

Stephen works closely with Group-wide clients to maximise their legacy giving potential.

Claire Routley

Head of Consultancy

Claire Routley

Head of Consultancy

Dr Claire Routley has worked in fundraising for over fifteen years, specialising in legacy fundraising for the last decade. In 2011, she completed a PhD looking at why people choose to leave legacies to charity.

Anna Turner

Head of Research and Insight

Anna Turner

Head of Research and Insight

Anna leads research and insight activities and brings over 20 years’ experience in advertising and communications, having worked on leading brands, charities and government organisations for Ogilvy & Mather, one of the biggest global agency networks.

Doug Clow

Head of Analysis

Doug Clow

Head of Analysis

Doug joined the team in 2022 and brings more than 25 years of experience analysing data to provide insight that drives action.

Caroline Waters

Head of Programmes

Caroline Waters

Head of Programmes

Caroline supports our clients on the various consortium research programmes and across our benchmarking and forecasting services.

Paul Browne

Head of Legacy Administration

Paul Browne

Head of Legacy Administration

Having gained his CiCLA, Paul is now enjoying the challenges of delivering legacy administration, best practice and educational seminars to charitable legacy teams across the UK.

Kathryn Horsley

Senior Consultant - Analysis

Kathryn Horsley

Senior Consultant - Analysis

Kath specialises in combining analytical rigour with excellent communication skills to drive improved performance. She leads the Legacy Monitor, our flagship benchmarking programme and is a regular speaker at sector events and conferences.

Lena Vizy

Senior Consultant - Europe

Lena Vizy

Senior Consultant - Europe

Lena is keen to support charities across the European continent to embrace legacy giving and find their unique voice to communicate with supporters about gifts in wills.