Legacy Academy Series
Our new training series for private client advisers is designed to equip you with the insight and confidence to have values-led discussions with your clients about charitable legacies.
The importance of legacies
Legacy giving has become a vital income stream for UK charities, raising £4.5 billion annually to fund crucial services - from medical research to environmental campaigns.
Although legacy giving has becoming increasingly popular at all levels of wealth, for high-net-worth individuals, it is even more prevalent. In fact, recent research shows that half (50%) of people in the UK with over £1 million in investable assets have
already pledged a charitable gift in their Will, with Charitable Will Trusts and donor advised funds also becoming more widespread for this audience.
Professional advisers play a key role in helping clients understand their charitable options, including how a charitable legacy can be incorporated in their estate alongside any gifts for their loved ones and how to maximise the tax incentives.
Developed in partnership with CPD provider For Legal, our Legacy Academy training series consists of four sessions:
• Session 1: Why and how to start a legacy giving conversation
• Session 2: Tax, structures and legacy giving
• Session 3: Succession planning and legacy giving
• Session 4: A personal reflection on legacy giving: A client's perspective
View the Legacy Academy series
If you're a wealth adviser and you're interested in viewing the Legacy Academy series of training videos, please complete the form below.