Developed by Smee & Ford and Legacy Futures, this report brings together historic data and future forecasts, trends in giving, and practical insights to help charities make confident, evidence-based decisions.

Published: 14 May 2025

Our annual report examining charitable estates, legacy income and bequest trends in England and Wales for the previous year.

Published: 25 April 2024

2022 was a record-breaking year for legacy income to charities. Read our latest report now!

Published: 19 April 2023

Legacy Trends Report 2022 Cover Image (1)

This report is Smee and Ford's annual update on legacy trends covering the period between 2017 and 2021.

Published: 15 June 2022

This report is Smee and Ford's annual update on legacy trends covering the period between 2013 and 2020.

Published: 29 November 2021

This report is Smee and Ford's annual update on legacy trends covering the period between 2013 and 2019. It covers the importance and potential of legacies today, what’s happening in the legacy market and what you can do to optimise your legacy potential.

Published: 29 March 2021

Reports & Whitepapers