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
◆ Disputes with Executors and applications to the
Not only does Stone King have a recognised expertise
court for directions regarding the administration
in acting for charities in the context of their regulation
of the estate
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
◆ Applications to the court for production of estate
accounts ◆ Applications to the court for the removal and
substitution of Executors of the estate
clients with a highly skilled and professional legacy service.
◆ Issues and disputes concerning the disposal of
assets
Contentious cases
◆ Professional negligence claims for negligent drafting
and negligent advice
Our Philosophy Working with you to achieve the best outcome for your
◆ Advice under section 110 and authorisations under
section 105 Charities Act 2011
charity in the most cost-effective manner including using, wherever possible, alternative methods of
Non-contentious expertise
dispute resolution to court proceedings such as mediation and negotiation in appropriate cases.
We work closely with charities to provide them with sound and accurate legal advice in the following
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)
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.
Act 1975 claims ◆ The requirements and application of section 119 of ◆ 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
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 ◆ Oversight of administration of the estate by
Executors
on behalf of charities.