Good practice guide for wealth advisers
Philanthropy is often already part of life for high net worth individuals, and yet, it doesn’t always feature in conversations about wealth and financial planning.
Our new guide, Integrating Charitable Legacies into Wealth Planning, developed with insight from a host of industry experts, is designed to change that.
What's in the guide?
As interest in charitable legacies grows, the guide provides insights and practical tools, giving wealth advisers the confidence to initiate and navigate values-based conversations with clients around legacy giving and philanthropy more broadly.
It covers the key principles for discussing philanthropy with clients, information on the specific legacy giving structures, practical conversation starters, when to draw in solicitors, other professional advisers, charities and more.
Sponsored by Boodle Hatfield
This guide is kindly sponsored by Boodle Hatfield. Clare Stirzaker, Private Wealth Partner at Boodle Hatfield and Chair of Remember A Charity's Wealth Adviser Committee, says:
“Legacy planning has always been a central part of private client work, but in recent years I have seen a marked shift in what clients are looking for from their advisers. The traditional, purely technical approach to philanthropy is no longer enough on its own.
"Increasingly, clients want something more holistic. They want advisers who can help them explore what matters to them, articulate the purpose of their wealth, and understand the impact they hope to have during their lifetime and beyond it.”
Download the guide
To read the full guide, please fill in the form and we'll email it to you.
A quick summary and top tips
For a brief overview of some of the key points of the guide and top tips to follow, we've created this short summary for you to read and share with colleagues.
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