ILM Annual Conference 2023

PROTECTING REPUTATIONS AND MAXIMISING CHARITABLE LEGACIES.

Bolt Burdon is a leading London law firm with a reputation for excellence.

We understand the demands placed on charities to maximise their legacies; our approach is all about finding the correct balanced outcome for our client.

We recognise the need to be innovative and creative in resolving the legal issues faced by our clients.

We are not afraid to do things differently and we have a proven track record of successfully winning high profile cases.

We are committed to delivering high quality levels of customer service.

COME AND SAY HELLO TODAY TO FIND OUT MORE.

www.boltburdon.co.uk

WELCOME

Welcome to our 2023 conference

As you will see, we have made a few small tweaks to this year’s event, while keeping the elements you have told us you like. Everything you need to know is in this programme and on our website conference page, which you can find using the QR code below.

We have some great sessions lined up and, of course, plenty of time for socialising so I hope you have a fantastic day!

NEW THIS YEAR

A WELCOME ROOM

If you are new to the ILM, please do make the most of this special ‘meet and greet’ space hosted by the Board and longer-serving ILM members

A QUIET ROOM

We hope that you are able to participate in all the sessions but if you need to work or take a break, please use this space for some quiet time.

EXHIBITION RAFFLE

ILM charity members may collect a raffle ticket from each exhibitor to enter the prize draw that will take place at the start of the drinks reception.

DRINKS TOKENS

Please use the two tokens you received at registration at the drinks reception. Each token may be exchanged for a glass of wine, beer or soft drink.

Scan the QR code for all the conference information and please join in the conversation on social media using the hashtag #ILMCONF2023

@Legacy_Mngment @institute-of-legacy-management

With thanks to the ILM Board: James Stebbings (Chair), Rebecca Billen, Paul Browne, Blerta Clubb, David Hawes, Rebecca Massey and Fiona Webster

Matthew Lagden, CEO

We are passionate about the power of legacies and working with charities to make the most of your valued legacy gifts.

Our dedicated team of trusted charity specialists work closely alongside you to support with both your day-to-day challenges and strategic goals. We offer bespoke solutions to help you manage or drive your income, whether that is during busy periods, gaps in recruitment or as a permanent outsourced extension of your team.

Whatever your size or structure, we can help you with the resolution of legacy disputes, governance advice, estate administration, property support, and legacy administration.

CONFERENCE AGENDA

09.15-10.25 REGISTRATION

10.25-10.30 WELCOME & UPDATE

James Stebbings, Chair of the ILM & Matthew Lagden, CEO of the ILM

10.30-11.15

POST-COVID CAPACITY ISSUES

Natasha McKeever & Alexa Payet (Bolt Burdon) with Philippa Garrott (The Royal British Legion) & Dr James Warner (Halcyon Doctors)

An interactive session considering various hot topics including the impact of the pandemic on mental health and testamentary capacity, issues with lockdown Wills and the rise of capacity-based Will challenges post-lockdown.

11.15-11.45 COFFEE BREAK

11.45-12.30 TEAM WORK MAKES THE DREAM WORK

Lucy Gill, Anna Phillips, Emma Facey & Helen Hoare (Foot Anstey) with Rachel Richards (British Heart Foundation)

Your people are your greatest asset. Hear about the Team Accelerator ‘experiments’ from the speakers as they’ve championed remote and hybrid working with their own team and the charities they work with.

12.30-13.00 AWARDS CEREMONY

Hosted by Ashley Rowthorn, CEO of Legacy Futures

Announcing the winners of the ILM and Legacy Futures Awards.

13.00-14.00 LUNCH AND NETWORKING

Visit the exhibition stands, enter the prize draw and meet new members.

14.00-14.45 WORKING WITH THE CHARITY COMMISSION

Peter Spencer & Roman Kubiak (Hugh James)

A Q&A style session examining how the Charity Commission works and what they are looking for in terms of Ex Gratia Payments, Cy-Près Schemes, Serious Incident Reports and Failed Gifts following the 2022 Charities Act.

14.45-15.15 RESILIENCE IN THE FACE OF ADVERSITY?

Kathryn Horsley & Jon Franklin (Legacy Foresight)

After a year of political chaos, financial turmoil and the first signs of a slowdown in the housing market, hear about the latest developments in the UK legacy market and the challenges facing the sector.

15.15-15.45

TEA BREAK

15.45-16.25 PANEL DISCUSSION

Helen Beach (Bolt Burdon), Mark Beale (Phyllis Tuckwell Hospice Care), Eleanor Evans (Hugh James), Helen Hoare (Foot Anstey), Sandra Morton (British Heart Foundation) & Rosalind Sherlock-Jones (GOSH)

The panel will discuss the question ‘What are the key skills required to be an excellent legacy officer?’ taking comments and questions to make sure that we are developing those skills collectively in 2023 and 2024.

16.25-16.30

16.30-18.30

CLOSING REMARKS

James Stebbings, Chair of the ILM

DRINKS RECEPTION & EXHIBITION RAFFLE PRIZE DRAW

Sell your property for free,

THE ONLINE PROPERTY AUCTION

Why the Hammer Price Homes online auction process is a better way to market your property:

MAXIMISE ON PRICE 80% of properties marketed on our site exceed estate agent valuations.

FULL TRANSPARENCY

Our online service logs bids in real-time and removes all third party interference.

NO AGENCY FEES PAYABLE

No catches; it’s completely free to sell with us, we charge the buyer a reservation fee on winning the auction.

NO NEGOTIATION ON PRICE

There is no negotiation on price post auction. The buyer is honoured to pay the winning auction price.

HIGH COMPLETION RATE

Our completion rate is above 95%. It’s highly unlikely that a buyer will withdraw; if they do then they forfeit the reservation fee.

Allan Freeman Chair, Remember A Charity

UPCOMING TRAINING & EVENTS

6 July | 10-11am | Legacy Challenges in England, Wales & Overseas (FREE) A webinar considering recent developments in relation to ‘the 1975 Act’.

10 July | 2-4pm | Leadership Training: Impact & Influence (MEMBER DISCOUNT)

Learn the skills and tactics needed to impress assertively and confidently.

11 July | 1-2pm | Lunch & Learn: Personal Representatives (FREE)

Discuss the pros and cons of being PR in the context of disputes.

Keep up to date by:

- subscribing to the ILM weekly newsletter

- joining the WhatsApp ‘Share & Learn’ group

- signing up for text messages about events

- using the ILM members’ forum on our website

- scanning the QR code for the full training calendar