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
