The Role
Manage a caseload of legacy gifts, liaise with executors/solicitors, review estate accounts (CGT/IHT), represent the charity in legacy correspondence, maintain records in First Class 4, support reporting and escalate complex matters to senior legal staff.
Summary Generated by Built In
Do you want to help us make a lasting difference to the lives of dogs and their owners?
We’re searching for an experienced Legacy Officer, who will play a vital role in ensuring every gift left to Dogs Trust in a will reaches its full potential. This role sits at the heart of our work, as every legacy makes a difference to the dogs we support.
We’re searching for an experienced Legacy Officer, who will play a vital role in ensuring every gift left to Dogs Trust in a will reaches its full potential. This role sits at the heart of our work, as every legacy makes a difference to the dogs we support.
What does this role do?
As a Legacy Officer, you will:
- manage a caseload of pecuniary, specific, life interest, and residuary legacies, ensuring the charity receives its full entitlement and maximising value where possible,
- liaise with external stakeholders, such as executors or solicitors, handling sensitive conversations efficiently and professionally,
- review estate accounts, including the allocation of Capital Gains Tax (CGT) and Inheritance Tax (IHT), to confirm estates are correctly administered,
- represent the charity’s interests in all legacy-related correspondence, handling queries from legal professionals and the public with professionalism,
- maintain accurate records using the First Class 4 database, support with reporting, and escalate significant matters to senior legal staff as needed.
Interviews for this role are provisionally scheduled for 15th July 2026, and will take place at our London office.
Could this be you?
With proven experience in legacy administration, you will have good knowledge of wills, probate, tax and trust law. With excellent attention to detail, you will be highly organised and able to demonstrate experience of managing and prioritising own caseload. A certificate in Charity Legacy Administration is desirable.
About
We love dogs. That’s why we do whatever we can to make sure every four-legged friend gets the love they deserve. We’ll never put a healthy dog down, so our work is focused on helping dogs in need, supporting owners every step of the walk, and creating a better world for dogs in the future. It’s what we’ve been doing since 1891 and how we’ve grown to become the UK’s leading dog charity, helping 12,000 loyal friends find their forever homes every year.
Skills Required
- Proven experience in legacy administration
- Good knowledge of wills, probate, tax and trust law
- Excellent attention to detail
- Highly organised with experience managing and prioritising a personal caseload
- Ability to liaise professionally with executors, solicitors and other external stakeholders and handle sensitive conversations
- Maintain accurate records and support reporting using the First Class 4 database
- Certificate in Charity Legacy Administration
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The Company
What We Do
Dogs Trust is the UK's largest dog welfare charity, founded in 1891. Their mission is to ensure a better life for every dog by providing rehoming services, veterinary care, behaviour support, and education. Powered by a dedicated community of staff and volunteers, they work tirelessly to improve the lives of dogs across the UK and internationally, campaigning for better treatment and ensuring every dog receives the care and love they deserve.
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