• Phone Number

    Mobile: 07588 085651

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

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I would thoroughly recommend Hayley Spencer and Legacy South to anyone that requires help with their legacy cases.  Hayley is extremely professional, helpful, trustworthy and considerate and will always go the extra mile. Hayley always makes sure all legacy cases are handled with the best interested of the Charity in mind.

Felicity Smith Regular Giving Manager – Help for Heroes 25th June 2015

Organisations we have worked with