Case Study

Smee & Ford Legacy Trends Report 2020

Published 29 March 2021
Legacy Trends Report 2020 - cover image

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.


Key findings for this year include:

  • Reported legacy income is now worth £2.9bn and total legacy income is estimated between £3bn and £3.1bn, reaching the same milestone as 2018
  • 4% of total sector income comes from legacies
  • There were 4,517 fewer charitable estates in 2019 than in 2018. In total, 2019 saw the second lowest number of charitable estates that Smee & Ford have identified within the last decade