Memento UK Philanthropy & Legacy Advisory
Memento Legacy provides independent strategic advice to individuals and families wishing to develop their philanthropy in the United Kingdom. Our role encompasses philanthropic discovery, UK charity and structure navigation, adviser selection, charity due diligence, implementation oversight and the integration of life-time giving with longer-term succession and legacy planning.
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Explore the family’s values, history, causes, geography, faith, desired involvement and intended legacy
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Convert those intentions into a practical short-, medium- and long-term philanthropy plan
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Explain the practical advantages and disadvantages of direct giving, donor-advised funds, named funds, charitable trusts, foundations and testamentary gifts
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Identify suitable organisations and assess governance, financial resilience, impact, leadership and reputational risks
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Help appoint and brief the appropriate UK charity lawyer, private-client solicitor, tax adviser and investment adviser
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Coordinate grants, agreements, reporting, family engagement and ongoing relationships with recipient charities
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Integrate lifetime philanthropy with Wills, trusts, next-gen involvement and the family’s wider succession plan
Legacy Insight & Growth
Memento Legacy Audit provides an independent, expert review of your entire legacy operation - from portfolio performance, systems and data quality to compliance, delegated authorities and day-to-day processes. We identify gaps, inefficiencies and organisational risks that may delay administration, weaken financial oversight or leave your legacy income unprotected. The result is a clear, practical roadmap for stronger governance, more reliable reporting and valuation, improved operational efficiency, and a legacy income management function equipped to manage both the current income and future growth in confidence.
As an added bonus, this service often brings acceleration in distributions, improving your immediate financial position and cash-flow.
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Technical assessment and categorisation of the full legacy portfolio and the creation of a matrix of detailed legacy income data. Considering compliance, authority, systems, processes, operational efficiency and organisational risks.
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Accurate valuations of each legacy case using a formal methodology based on probate registry data and determining the total value of legacy pipeline for SORP compliant accounting practice.
Legacy Portfolio Management
Memento legacy management services result in streamlined administration of gifts in Wills from the initial notification through to the final distribution, ensuring technical expertise, risk mitigation and robust compliance with legal and regulatory requirements. Expert advice helps maximise the value of legacies by identifying tax efficiencies and protecting the charity’s interests in complex cases.
With the professional handling of legacies, charities can minimise administrative burdens, reduce errors, and speed up the distribution process.
Ultimately, this specialised service allows charities to focus on their core mission while confidently managing and securing their legacy income.
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We take the ongoing responsibility over the management of pecuniary, specific and residuary legacies and Will Trusts, ensuring bespoke administrative support and technical advice from notification to final distribution. Professional oversight of the legacy case portfolio, managing communication with Estate Executors and administrators ensuring that all legacy cases are up to date, reviewed as necessary, and completed within adequate timescales.
We aid and safeguard legacy distributions by providing banking information, compliance checks and receipts, as well as provide reliable internal data to finance teams for SORP compliant accounting.
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We also manage individual contentious cases and complex/cross border legacy administrations, and prepare instructions to external advisors and legacy related applications to the Charity Commission.
Let’s talk about your gifts in Wills.
Book a free 15-minute discovery consultation with Petra to explore how we can drive legacy impact together.