A recent case Rogers v Wills [2025] ended in a decision that could significantly affect charities. The case recognises that informal care provided by a family member can give rise to a legal claim against an estate. For charities reliant on legacy income, this development may lead to more disputes and reductions in gifts once presumed secure.

A useful summary of the case has been provided by Shakespeare Martineau:

Informal Care Agreements: Estate Ordered to Pay Family Member in Rogers v Wills [2025]

Not only could claims like this reduce the final value of the estate received but it will also significantly delay estate pay outs which could have a significant impact on cash flow.