Legacy Giving Report 2025

By uniting the unique strengths of Smee & Ford’s extensive wills and probate data, and Legacy Futures’ market insight and forecasting - together we’ve created a single, comprehensive resource. This report marks a significant step forward in how we understand and support legacy giving across the UK.

Our aim is to equip charities of every size with the intelligence they need to grow, refine and future-proof their legacy fundraising strategies.

The report will cover:

1. Legacy income and the key income drivers in 2024.
2. Charitable estates and bequests.
3. Trends in giving, covering sub-sections:
   1. Legacy Giving by sector,
   2. income growth rates,
   3. subsector growth,
   4. regional trends,
   5. and generational giving.
4. Potential impact of the IHT changes on bequests.
5. Forecasts
   1. Short term and,
   2. long term.
6. Case studies from three charities sharing their real experiences.
7. Round-up of the report with next steps for charities.