• Phone Number

    Mobile: 07588 085651

Legacy Administration


Forecasting and Accruals


Pledger and Donor Relationships


Private Client Work

Welcome to Legacy South, an independent legacy consultancy providing professional, proactive and sensitive legacy management in a culture where legacies significantly contribute to building a better future.

If you are involved in a charity or not for profit organisation that requires legacy support, whether it is for a couple of hours a month or a couple of days a week, Legacy South provides a service that suits your needs.

Hayley Spencer, owner of Legacy South, is a legacy consultant with a sound knowledge of probate law and can help with all aspects of legacy administration including:

  • The provision of outsourced legacy assistance based on your need
  • Handling a complete legacy administration caseload
  • Maximisation of legacy income whilst ensuring compliance is being met
  • Effectively dealing with contentious legacy matters
  • Undertaking accruals and forecasting
  • Managing pledges and nurturing the donor relationship
  • Cultivating excellent working relationships with a network of professionals including Trustees, Executors and Solicitors


It is a pleasure to offer you a special award in recognition of all your hard work and effort in dealing with a particularly difficult and sensitive case whilst still maintaining your normal workload. Thank you.

Paul Boissier Chief Executive – RNLI 25th June 2015

Organisations we have worked with