For wealth managers

Join our professional adviser network and discover more about the benefits of legacy giving for your clients.

Legacy giving for high net worth individuals

Donating part of their estate to charity enables supporters to leave a lasting impact, transforming beneficiaries’ lives, strengthening charities’ resilience and funding charitable services at scale. It also offers generous tax incentives.

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Why talk charitable bequests with clients?

By bringing legacy planning into your advisory services, you can attract and retain loyal, value-driven clients.

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I always thought that, should I be lucky enough to have the resources, I would want to invest in something that would make life better for future generations - and be a force for good.
Alison Howe, Philanthropist

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