Legacy Academy Launches for Private Client Advisers

Our new free training series for private client advisers – the Legacy Academy - launches today, coinciding with this year’s Remember A Charity Week (08-14 September 2025).

Developed in partnership with CPD training provider For Legal, our four-part webinar series is designed to equip advisers with the insight and confidence to have values-led discussions with high net worth clients about charitable legacies. The on-demand training series is available on a complimentary basis through both For Legal and Remember A Charity’s website. It compliments existing training webinars for solicitors and Will-writers, also available through For Legal.

Legacy giving has become a vital income stream for UK charities, raising £4.5 billion in 2024 alone 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 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. 

The option of leaving a charitable legacy is particularly appealing in the UK due to the generous Inheritance Tax (IHT) incentives available. These include that gifts to charity are free of tax and that donations of 10% or more of the net value of the estate can reduce the IHT rate from 40% to 36%. 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. 

Remember A Charity works with a growing network of professional advisers, including solicitors, professional Will-writers, tax specialists and wealth advisers, to provide resources, information and training on charitable legacies.  

Each September, Remember A Charity Week takes place, with advisers encouraged to use the platform to make clients aware of the option of including their favourite charities in their Wills, alongside their loved ones. 

Lucinda Frostick, Director of Remember A Charity commented:

“For advisers, it’s becoming increasingly important to be able to support clients in meeting their philanthropic needs and passion for good causes. And that’s particularly evident when it comes to planning a legacy, where family and charitable causes so often come together. However, discussing charitable legacies doesn’t always fall within an adviser’s comfort zone beyond the sphere of solicitors and Will-writers.

"This training programme aims to bridge that gap, equipping and empowering a broad range of advisers to have these conversations with clients, deepening those relationships and supporting the growth of philanthropy across the UK.”

Wayne Spencer, Director of For Media Group, said,

"We’re delighted to have partnered with Remember A Charity to develop this unique training programme tailored specifically for private client advisers. We are seeing a growing appetite among professional advisers for guidance on how to introduce and navigate philanthropic conversations with clients, and this series helps meet that need. With a focus on legacy giving, it offers practical insights and inspirational content to support advisers in discussing charitable bequests with confidence and sensitivity."

The 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

For more information or to register for the training series, click here.