Following the substantial changes made in last year’s budget, the 2025 Autumn Budget brings some further, albeit smaller measures affecting the future of legacy giving. With the main impacts beginning in the 2027 financial year, charities and individuals have just 16 months to plan for the coming changes.

We’re proud to share that Legacy Futures is officially a Certified B Corp, joining a global community of businesses committed to balancing purpose with profit.

2024 data shows that 6.2% of all fundraising spend focused on legacies – an increase of 31%. With this rise in investment comes a note of caution; legacy giving should never be viewed in isolation, nor should it come at the expense of other fundraising streams such as community or individual giving.

When it comes to legacy giving, it’s not always the biggest estates that make the biggest difference. In a bid for greater understanding of this concept, we’ve taken a deep dive into our data and new analysis from Legacy Futures and Smee & Ford has revealed that estates worth £1-3 million are the most impactful group for charitable giving.

As champions of legacy giving, we stand alongside the incredible charities, advisers, and campaign partners working to raise awareness of the life-changing impact that gifts in wills can have on good causes across the UK.