Legacy Manager

WaterAid

Legacy Manager overseeing various legacy cases at WaterAid. Involves collaboration with executors and effective case management in a hybrid working environment.

Posted 6/8/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSenior💰 £47,423 per yearWebsite

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Hard Skills

legacy managementprobate lawtrust lawincome taxinheritance taxcapital gains taxCharity Law legislation

Soft Skills

relationship managementdecision makinginitiativejudgementsensitivityteam collaborationefficiency improvement

Certifications & Qualifications

Institute of Legacy Management Certificate in Legacy Administrationqualified private client solicitor

Industry Keywords

charity sectorlegal probateresiduary casesreversionary casesdiscretionary casesannual income forecastlegacy pipelineequityinclusionsafeguarding

About the role

Key responsibilities & impact

Effectively manage a mixed caseload of residuary, reversionary and discretionary cases, to include some complex and contentious cases.
Develop strong working relationships with key internal and external stakeholders, including both professional and personal executors, to ensure cases are managed in an effective but sensitive manner.
Support on development of annual income forecast, reforecast and legacy pipeline.
Work closely with team members to share ideas and identify opportunities to streamline ways of working and improve efficiency.
Champion WaterAid’s commitment to equity, inclusion and safeguarding.

Requirements

What you’ll need

Recognised legacy management qualification such as the Institute of Legacy Management Certificate in Legacy Administration (CICLA) or qualified private client solicitor with relevant experience.
Proven experience of working in a similar charity and/or legal probate role.
Good understanding of Probate and Trust Law, particularly income tax, inheritance tax and capital gains tax, and knowledge of relevant Charity Law legislation.
Proven ability to make decisions quickly and confidently, using initiative and judgement
Although not essential, we’d prefer you to have: An empathy with overseas development issues.

Benefits

Comp & perks

36 days’ holiday (including 8 Bank Holidays)
Option to buy an extra 5 days’ annual leave
Employer pension contribution up to 10 %
Flexible and hybrid working arrangements
Season ticket loan
Free annual eye tests
‘Give as you Earn’ charitable giving scheme
Enhanced parental leave (maternity, adoption/surrogacy, shared parental and paternity)
Sabbaticals
One paid volunteer day each year