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Maximise your gifts in Will Income

We provide outsourced legacy administration support to over 115 charities in the UK, from the long established to the newly emerging.

Take a look at our Legacy Administration brochure to see how we can help you.


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Legacy Link can always be relied upon to provide additional resources whether it be short-term or on a more long-term basis. The consultants are professional and experts in legacy administration which means they can hit the ground running and take some of the pressure off the team, when help is needed the most. British Heart Foundation

Our team

  • Paul Browne

    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.

  • Sharon Wheeler

    Sharon Wheeler

    Client Services

    Sharon Wheeler

    Client Services

    Sharon enjoys developing a close working relationship with our legacy administration consultants and charities.

  • Lynn Hall

    Lynn Hall

    Legacy Consultant

    Lynn Hall

    Legacy Consultant

    Lyn joined Legacy Link in March 2021 and brings a vast knowledge of customer care experience both with internal and external customers.

  • Hazel Jones

    Hazel Jones

    Legacy Consultant and Solicitor

    Hazel Jones

    Legacy Consultant and Solicitor

    Hazel was admitted as a Solicitor over 30 years ago and has extensive experience of a wide range of issues which affect charity legacy administration including Will drafting, Probate, Scottish Executries, Trusts, Powers of Attorney, Court of Protection matters and applications to the Charity Commission.

  • Karin-Farmer-500px

    Karin Farmer

    Legacy Consultant

    Karin Farmer

    Legacy Consultant

    Karin joined Legacy Link in June 2021 and brings over 13 years of Legacy Case Management gained as a sole Legacy Officer with Motor Neuron Disease Association and World Vision UK.

  • Jenny-Perry-500px

    Jenny Perry

    Legacy Consultant

    Jenny Perry

    Legacy Consultant

    Jenny is a natural communicator whose love of language and people has found a natural home in the Legacy world.

  • Brad-Greis-500px

    Brad Greis

    Legacy Consultant

    Brad Greis

    Legacy Consultant

    Brad has decades of experience in the field and is very well trusted and respected in the sector.

  • Sophie-Craig-500px (1)

    Sophie Craig

    Legacy Consultant

    Sophie Craig

    Legacy Consultant

    Sophie has been working in the Legacy sector for 10 years with a wide skillset from Executorship and Legacy Administration right through to Donor strategy.

  • Tracey-Geeves-500px

    Tracey Geeves

    Legacy Consultant

    Tracey Geeves

    Legacy Consultant

    Tracey has over twenty years of experience in legacy administration for a national charity.

  • Davina-Mackay-500px

    Davina Mackay

    Legacy Consultant

    Davina Mackay

    Legacy Consultant

    Davina has worked in legacy administration for the past twenty years and has worked for several major charities including as the Legacy Manager at the British Red Cross and then at the National Trust.

  • Cordelia-Oregan-500px

    Cordelia O'Regan

    Legacy Consultant

    Cordelia O'Regan

    Legacy Consultant

    Cordelia joined Legacy Link in 2023, bringing experience both from her work in charity legacy administration and as a solicitor in private practice.

  • Matt-Philcox-500px (2)

    Matt Philcox

    Legacy Consultant

    Matt Philcox

    Legacy Consultant

    In 2022 Matt secured a part-time Legacy Manager role at BHF and so decided to fill the time he had available in the working week by joining Legacy Link, with the aim of helping as many charities as possible and supporting a wide range of causes.

  • naomi-orrey-500px

    Naomi Orrey

    Legacy Consultant

    Naomi Orrey

    Legacy Consultant

    Naomi Orrey joined Legacy Link in 2018 and is passionate about using her 15 years of experience in legacy administration to make a positive difference to charities.

  • Rebecca-Rowthorn-500px

    Rebecca Rowthorn

    Legacy Consultant

    Rebecca Rowthorn

    Legacy Consultant

    Rebecca started working with Legacy Link in 2022 as a Developing Consultant and brings her creative and communication skills to the role.

  • Charity Clients


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