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Recent legacy data analysis by Smee and Ford indicates that charitable income from gifts in wills was down slightly in 2019, the first decline in a decade.  The total amount received was £2.9 billion compared to £3 billion the previous year. However, research from the consultancy Legacy Foresight estimates that the general trend will be for gifts left to charities in wills to increase over the period to 2045 with the total income from legacies then expected to be approximately £10 billion.  The reasons for the expected growth include the charitable nature of affluent baby boomers and the rise in the number of people dying without children.

Despite these large overall figures, our own experience is that the majority of clients do not include gifts to charities in their wills. This can be for very good reasons, for example because family members are in need of maximum financial assistance, and in many cases the client may not have a particularly close association with any specific charity. But sometimes clients just haven’t really considered leaving a gift to charity and if they were to do so maybe some would think differently.  Most charities will be the first to say that they are not looking to take the place of family members; rather they simply ask that a testator at least considers leaving a legacy to a favourite charity after they have provided sufficiently for their relatives in their will.

And there can be significant advantages in doing so which, in the end, benefit both parties. Notably, any gift to charity on death is free of inheritance tax; and if a client intends to give 10% or more of their estate to charity, the amount of inheritance tax charged on the rest of their estate reduces from 40% to 36%. It’s actually possible, in certain cases, for family members to receive more from the estate after tax if the deceased decides to leave a generous gift to charity. Jon Grogan Partner

For more information or advice please contact Jon Grogan at jongrogan@aldersonlaw.co.uk.

Susan was born and bred in the North East, spending all of her working life in Blyth. She qualified in 1981 and, after some years at Alderson Law, began to specialise in family law, covering both private and legal aid. Susan was a member of the Law Society Family Panel and an accredited Resolution specialist, specialising particularly in private children law and domestic violence.

Susan took part-retirement in December 2018 but still works as a Solicitor here at Alderson Law. Outside of work she enjoys cooking, walking, reading, and spending time with her family. She has also been a Brownie leader for over 40 years.

Originally from East Yorkshire, Jasmine moved to the North East to study Law at Northumbria, graduating with a First Class Honours and a Very Competent in the Bar Professional Training Course. Before joining Alderson Law Jasmine specialised in RTA Fraud in a Personal Injury firm.

She joined our team as a Family Law Paralegal in 2018, after which she undertook the Legal Practice Course at the University of Sunderland and became a Trainee Solicitor in March 2020. In her spare time Jasmine likes visiting the beach and watching live music.

Julie is a highly experienced property solicitor. She studied Law at Northumbria University and, after qualifying in 2000, went on to work at national and international firms prior to joining the team at Anderson Law in 2017. She works alongside her clients, advising on residential and commercial property development, property investment, portfolio management, property finance, landlord and tenant, easements and restrictive covenants.

Fiona is a specialist private client lawyer providing advice and assistance with wills, trusts, tax planning, probate & estate administration, lasting powers of attorney, court of protection and elderly client work. Having previously worked with a number of Newcastle-based firms listed in The Legal 500, Fiona brings a wealth of experience and expertise to the role. She is a full member of STEP (Society of Trust and Estate Practitioners), the association for specialists in family inheritance and succession planning.

Fiona grew up in Northern Ireland and studied law at Durham University, and has remained in the North East ever since. She enjoys spending time with her family at their cottage in Northumberland.

Mark Hipkin, partner at Alderson Law LLP, has been advising businesses and claimants since he qualified as a solicitor in 1982.

Mark’s passion is for representing claimants on two wheels in complex, serious and catastrophic motorcycle, scooter and cycle injuries, but he also has extensive experience of acting for claimants in many other personal injury areas including occupiers and public liability work and accidents at work. He specialises in challenging and complex cases. Mark always puts the client first, looking from the first day of instruction to obtain the best and fairest outcome for a claimant, no matter how long a case may take. He is a fan of Alternative Dispute Resolution (ADR) and early neutral valuation as alternatives to litigation. Sometimes, however, litigation is the best option, together with the necessary drive to see every matter through to a fair conclusion.

Mark also, having started his own business, advises business clients, often with motorcycle-, scooter- or cycle-related businesses and also deals with complex commercial disputes, professional negligence cases, and general civil litigation.

Mark likes to spend what free time he has with his family, his faithful sprocket spaniel, and practising Tai Chi and Tang Too Do (Korean karate – in which he is a second Dan).

Having worked in family law for over 25 years, Julie is a highly accomplished specialist in her field. She has a vast body of experience in dealing with family law, from divorce and related financial issues to complex child-related cases. Julie was the first person in North Tyneside to achieve the status of an accredited advanced family law specialist, and is a member of the Law Society Advanced Family Panel, which demonstrates her experience in complex contested family cases and other subject-specific matters.

Though multi-talented and highly experienced, Julie’s particular speciality is in complex ancillary relief (financial settlement) claims and complex residence and contact disputes.

In her spare time Julie enjoys relaxing and spending time with her family and three grandchildren. She attends clients at our Whitley Bay and Blythe offices.

Tracey is one of our Partners and qualified as a solicitor in 1997. Throughout her career she has had a varied caseload undertaking matters in most areas of civil and private client law. Tracey can assist clients in a wide range of matters including: Wills, Probate, Powers of Attorney, Debt Recovery, Residential and Commercial Conveyancing as well as Licensing and Landlord and Tenant matters.

Tracey is one of our most senior practitioners with over 20 years of local experience, having graduated from both Newcastle University and Northumbria University. When not in the office she enjoys walking, cycling, and cooking with her family.