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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


Services

Sophie’s challenge to the IHT apportionment has secured an additional £75k for the charity (in the context of an annual budget of c £1m). Not only is she technically brilliant, but she is a pleasure to work with. I no longer spend any of my time thinking about legacies as I know they’re in safe hands- which is exactly what I wanted when we choose legacy link for our legacy admin. Nicola Burgess, Head of Finance, Oxford Hospitals Charity

Charity Clients

Practical guidance

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Our team

  • Neil Kirk

    Neil Kirk

    COO

    Neil Kirk

    COO

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

  • 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 Relationship Manager

    Sharon Wheeler

    Client Relationship Manager

    Sharon joined Legacy Link in 2021 and brings a wealth of administration, account, and project management experience.

  • Lyn Hall

    Lyn Hall

    Legacy Consultant

    Lyn 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

    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.

  • Katherine Ellis

    Katherine Ellis

    Legacy Consultant and Solicitor

    Katherine Ellis

    Legacy Consultant and Solicitor

    Katherine Ellis is a qualified solicitor and experienced legacy manager.

  • 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

    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

    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.

  • Duane Saunders

    Duane Saunders

    Legacy Consultant

    Duane Saunders

    Legacy Consultant

    Duane has almost 20 years of experience working in legacy administration, most notably at the British Red Cross and then managing the Legacy Administration Team at Marie Curie.

  • ella-wilson-500px (1)

    Ella Wilson

    Legacy Consultant

    Ella Wilson

    Legacy Consultant

    After graduating with a degree in Art History in 2016, Ella joined Battersea in 2017 as the Legacy Administrator, where she became fascinated by the world of legacy giving.

  • Marcia Prince

    Marcia Prince

    Legacy Consultant and Solicitor

    Marcia Prince

    Legacy Consultant and Solicitor

    Marcia immigrated from the US to the UK in 1988.  She attended the College of Law, London, qualifying as a solicitor working in probate and Family Law.

  • Lorelei Gibb

    Lorelei Gibb

    Legacy Consultant

    Lorelei Gibb

    Legacy Consultant

    Lorelei joined Legacy Link in February 2024 and comes from a B2B background.

  • Jo Hatton

    Jo Hatton

    Legacy Consultant

    Jo Hatton

    Legacy Consultant

    Jo joined Legacy Link and obtained a distinction in her CiCLA in 2023.

  • Lesley Hutchinson

    Lesley Hutchison

    Legacy Consultant

    Lesley Hutchison

    Legacy Consultant

    Lesley dipped her toes in the legal waters as a legal secretary, diving headfirst into the intricate world of law.

  • Lucinda Edwards

    Lucinda Edwards

    Legacy Consultant

    Lucinda Edwards

    Legacy Consultant

    Lucinda's career in the charity sector began in 2004 when working in a Hospice.

  • Lizz Parry

    Liz Parry

    Legacy Consultant

    Liz Parry

    Legacy Consultant

    Liz has worked in charity legacy administration for 20 years and holds the CiCLA , is an Associate of the Chartered Institute of Legal Executives and STEP Affiliate.

  • mary-anne

    Mary-Anne Punnett

    Legacy Consultant and Solicitor

    Mary-Anne Punnett

    Legacy Consultant and Solicitor

    Mary-Anne studied law at university whilst volunteering and obtaining work experience with several legacy teams.

  • conor pearson

    Conor Pearson

    Legacy Consultant

    Conor Pearson

    Legacy Consultant

    Conor started his legal career after completing the LLB law degree in 2016.

  • jess lay

    Jess Lay

    Legacy Consultant

    Jess Lay

    Legacy Consultant

    Jess joined Legacy Link in 2024 and is a skilled legacy professional with experience in both the legal and charitable sectors.

  • laura harwood

    Laura Harwood

    Legacy Consultant and Solicitor

    Laura Harwood

    Legacy Consultant and Solicitor

    Laura is a qualified solicitor with experience working in private client, including estate administration and Will drafting.

  • freya ellingham

    Freya Ellingham

    Legacy Consultant

    Freya Ellingham

    Legacy Consultant

    Freya Ellingham is a consultant for Legacy Link, supporting several charities with fully outsourced legacy administration, and in 2017 was winner of the ILM Legacy Professional of the Year Award.

  • wendy pidgeon (1)

    Wendy Pidgeon

    Legacy Consultant

    Wendy Pidgeon

    Legacy Consultant

    CiCLA qualified and ILM Member, Wendy has been solely responsible for managing the legacy income at numerous charities.

  • becky yates

    Becky Yates

    Legacy Consultant

    Becky Yates

    Legacy Consultant

    CiCLA qualified and ILM Member, Wendy has been solely responsible for managing the legacy income at numerous charities.

  • Doyin ML

    Doyin Max-Lino

    Legacy Consultant

    Doyin Max-Lino

    Legacy Consultant

    Before Legacy Link Doyin worked in the Legacy Administration Team at Christian Aid for 20 years, latterly as the Legacy Administration Manager, for 14 years.

  • Michelle Wright

    Michelle Wright

    Legacy Consultant

    Michelle Wright

    Legacy Consultant

    Michelle is an experienced Legacy Officer, having over 13 years experience at national animal charities.

  • nichola sims

    Nichola Sims

    Legacy Consultant

    Nichola Sims

    Legacy Consultant

    Nichola Sims went to university to study Social Administration with Psychology in her quest to make the world a better place.

  • Sarah Morgan

    Sarah Morgan

    Legacy Consultant

    Sarah Morgan

    Legacy Consultant

    Sarah has been a fundraiser for the last 15 years, specialising in Legacies for the last 7.


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