Tips for talking legacies with clients
Explore our top tips into how to approach the conversation around charitable gifts in Wills with your clients.
Conversation guide
Talking with clients about charitable giving can feel like a sensitive or personal matter, but it’s a fundamental part of Will-writing.
Knowing how to approach and frame legacy giving with your clients will help ensure it’s a natural and empowering aspect of estate planning. This short guide sets out some key points to consider and some helpful prompts
Reassuring clients that they are not alone
Our behavioural insights study into the impact of the language practitioners use when talking legacies with clients, conveys the power of social norming and provides useful learnings to help you open up the conversation with you Will-writing clients.
Charitable legacy structures: key considerations for advisers
In this blog, we explore the main charitable legacy structures and the practical considerations for advisers, including drafting clarity, flexibility, tax treatment and cultural or faith based requirements.
Advising high net worth clients?
If you work with high net worth clients, we have some tailored information, resources, and case studies that might be helpful to you.