Charity Legacy Experts Practical advice on Legacy Issues

For immediate, highquality cost-effective legaladvice, we’re here for you.

Why Stone King? Legacies represent your charity’s future. At Stone King LLP we are conscious that legacies need

to be carefully nurtured so that the seeds planted by your supporters have room to grow and

reach maturity. As corporate partners of the Institute of Legacy Management, our legacy team

is dedicated to helping you maximise your legacy income in a way that is sensitive both to the

needs of your supporters and the obligation on you to maximise your entitlement.

What we can offer Not only does Stone King have a recognised expertise

in acting for charities in the context of their regulation

and administration but we also provide legacy advice

to our charity clients. Our Charity Legacy Team unites

the forces of our charity team and our strong and dynamic

trusts and estates team which, together, provide our

clients with a highly skilled and professional legacy

service.

Contentious cases

Our Philosophy Working with you to achieve the best outcome for your

charity in the most cost-effective manner including

using, wherever possible, alternative methods of

dispute resolution to court proceedings such as

mediation and negotiation in appropriate cases.

Areas of work: � Challenges to the validity of the Will

• lack of testamentary capacity • undue influence • want of knowledge and approval claims

� Inheritance (Provision for Family and Dependants)

Act 1975 claims

� Claims regarding execution of Wills and non-

compliance with Wills Act requirements

� Claims for rectification of Wills

� Issues of interpretation

� Issues of entitlement, including ex-gratia claims

� Oversight of administration of the estate by

Executors

� Disputes with Executors and applications to the

court for directions regarding the administration

of the estate

� Applications to the court for production of estate

accounts

� Applications to the court for the removal and

substitution of Executors of the estate

� Issues and disputes concerning the disposal of

assets

� Professional negligence claims for negligent drafting

and negligent advice

� Advice under section 110 and authorisations under

section 105 Charities Act 2011

Non-contentious expertise

We work closely with charities to provide them with

sound and accurate legal advice in the following

work areas -

� Entitlement under the terms of Wills and the

nature of legacies left.

� All issues of estate taxation (inheritance tax, capital

gains tax and income tax) and the operation of charity

exemptions.

� The requirements and application of section 119 of

the Charities Act 2011 which requires charities to

obtain expert advice from a qualified surveyor as

to the disposal or otherwise of property left to them

in a Will.

� Applying for all types of grants of representation

and acting generally in the administration of an estate

on behalf of charities.

“An essential service that I would never wish to be without” Client feedback in Chambers

� Due to the nature of estate administration our work

can be very wide-ranging and will vary from estate

to estate, dependent upon the circumstances of the

deceased and the nature of their financial affairs.

In every case we strive to provide a consistently professional

service in all aspects of our work.

� Acting as appointed nominees on behalf of charities

to act as personal representatives of estates where

the charity is unable to act as such.

� Providing training sessions to charities to advise them

on legacy administration and estate taxation issues

either with specific one-to-one in-house training

or group workshops and seminars.

� Reviewing and drafting legacy literature for charities

and devising legacy-giving policies for charities.

� Trust administration (a charity may be named as

a remainder beneficiary) and the requirements to

balance the needs of the life tenant with the

remainder beneficiaries.

� Applying for Trust Corporation Status.

� Advice on possible ex-gratia payments and any

applications to the Charity Commission for

authorisation under section 106 Charities Act 2011.

For further information on our services please go to

www.stoneking.co.uk

Having problems realising your charity's legacy? In our experience a Solicitors' letter can sometimes work wonders

and we can help by sending a preliminary letter to the

Executors followed by a firmer second letter if no response

is received for a guaranteed fixed fee. Our charges are £150

plus VAT for a simple pecuniary legacy and £250 plus VAT for

a residuary legacy. We will also send you a report letting you

know the response we have received and what further

action we would recommend and an estimate of the costs

of any necessary further work by us. We are also happy for

you to split the costs of this service with any other charity

beneficiary with a similar interest in the estate.

For further information about this serviceplease contact Paul Sutton by telephone on01225 324468 or by email:PaulSutton@stoneking.co.uk

Stone King LLP 13 Queen Square Bath BA1 2HJ Tel. 01225 337599 Fax. 01225 335437

16 St John’s Lane London EC1M 4BS Tel. 020 7796 1007 Fax. 020 7796 1017

Wellington House East Road Cambridge CB1 1BH Tel. 01223 451070 Fax. 01223 451100

www.stoneking.co.uk © Stone King LLP 04/2013 Stone King LLP - registered limited liability partnership no OC315280, registered office 13 Queen Square, Bath BA1 2HJ

Your ContactsJonathan Burchfield London 0207 3241736 JRB@stoneking.co.uk

Jonathan has over 30 years’ experience in legacy matters and offers a unique depth of experienceand combined knowledge of charity and estates law. He is a member of The Society of Trust andEstate Practitioners (STEP) and the Institute of Legacy Management.

Robert Meakin London 01223 451341 RM@stoneking.co.uk

Robert Meakin has over 20 years’ experience of advising charities on legacy issues both in privatepractice and previously as a lawyer at the Charity Commission. He is the author of "The Law ofCharitable Status: Maintenance and Removal" (CUP, 2008) and holds a PhD in charity law.

Rod Smith London 0207 324 1534 RS@stoneking.co.uk

Rod qualified as a solicitor in 1998 and is the partner who heads the Trust and Estates team inLondon. He specialises in advising on, and drafting, complex Wills and trusts, Powers of Attorney,applications for Deputyship and the administration of trusts and estates, all of which often have aninternational element. Rod has had notable successes advising executors, trustees andbeneficiaries of estates and trusts who have become dissatisfied with their previous solicitor’sadvice and/or costs; he is always happy to discuss concerns on the 'phone or face-to-face andworks to fixed fees. Rod is a qualified member of STEP.

Kerry Rogers Bath 01225 324480 kar@stoneking.co.uk

Kerry qualified as a solicitor in 2007 and is an experienced member of our trusts and estates team.She often advises charities when they are a beneficiary under a will and has dealt with theadministration of estates on behalf of charities where they have been appointed as administrators.She also provides a wide range of advice to charity clients regarding wills and the administration of estates. She is a qualified member of STEP and Solicitors for the Elderly (SFE).

Paul Sutton Bath 01225 324468 PS@stoneking.co.uk

Paul has over 20 years’ experience of dealing with contentious cases involving a wide range of issues. He is a member of ACTAPS and of the Institute of Legacy Management.

The Legacy Advice Team is supported by a strong Trust and Estates Team based in London and Bath which includes Partners, Assistant Solicitors,

Legal Executives and a Chartered Accountant, many of whom are STEP members or student members. This is complemented by our Charity Team,

based in London, Bath and Cambridge, including five Partners, Assistant Solicitors and one Barrister.