Why talk charitable bequests with clients?

Today, clients are looking for far more from their wealth than financial returns. Increasingly, they want their finances to reflect their beliefs and values.

Legacy giving is a key part of any philanthropic approach to wealth management and succession planning – a powerful way to help individuals and families pass along their values to future generations and shape the world they leave behind.

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

Find out more about the benefits

Good practice guide

Produced in partnership with the Personal Finance Society, download our guide on the growing appetite for Wills and their role in effective inheritance tax planning.

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A renaissance in legacy giving

In this guest blog, Sianne Haldane, Founder of Boon Philanthropy, suggests that there is scope for growth in the number of clients leaving charitable legacies.

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Looking for a partner solicitor or Will writer?

Our online directory features qualified, experienced, and charity friendly legal professionals from across the UK - all of whom are signed up to our Campaign Supporter scheme.

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Find a charity

Our member charities rely on gifts in Wills to continue their wonderful work.

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