Research and insights
Discover more about charitable gifts in Wills, the role you have to play, and insights into how to open up client conversations.
Professional Adviser Benchmarking
Our Professional Advisers Tracking Study, carried out annually by Savanta, explores the views and behaviours of solicitors and professional Will-Writers linked to charitable Will-writing.
Read the summary report to explore insights and trends within the charitable Will-writing market.
Talking about charitable legacies
Leaving a legacy is both a rational and emotional decision, so phrasing that lets clients know that they are not alone - that other clients give in this way too - can be comforting and inspiring for people who wish to leave a gift in their Will.
Our guide on talking about charitable legacies is here to help you open up the conversation with you Will-writing clients.