Legacy Officer

Are you an experienced Legacy Officer? Do you want to help us make a lasting difference?

We are looking for a Legacy Officer to play a vital role in ensuring every gift left in a Will reaches its full potential. Our legacy notifications and income have grown, bringing in over £60M last year. This is your chance to be at the heart of something truly meaningful, where every detail matters and every legacy counts.

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.
• 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.

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. Certificate in Charity Legacy Administration is desirable.

What do we do?

The Legal Department sits within the Finance, Governance and Legal Directorate and is responsible for overseeing all legal matters relating to the charity’s operations and activities, ensuring compliance with applicable laws, managing legal risks, and providing strategic advice across a wide range of issues. The department works closely with senior leadership, trustees, and external legal partners to navigate complex legal challenges, and is also responsible for Legacy Administration.

The interviews for this role will are provisionally scheduled for 16th July 2025

About Dogs Trust

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.