Learning
We're delighted to offer our Campaign Supporters exclusive access to our webinars, exploring a range of different topics pertaining to charitable estates and gifts in Wills.
On this page you'll find details of any upcoming webinars, access to recordings from previous webinars, and information about our free resources, including the Legacy Academy CPD series.
Upcoming Webinars
We run exclusive webinars for Campaign Supporters each year - details of our next webinar will be published here soon!
In the meantime, you can access recordings of previous webinars and discounted training via CPD provider For Legal below.
Webinar recordings
This section brings together the recordings and presentation slides from past webinars.
2026 webinars
Understanding the different charitable legacy structures - 22 April
In this webinar, Eleanor Evans TEP and Yasmin Hoque explore the common forms of gifts in Wills as well as more complex legacy structures and Sharia-compliant Wills, helping advisers build confidence in discussing these options with clients.
2025 webinars
Client aftercare: The importance of Will registration - 11 November
In this webinar, Sue Wright and Clive Fowler explore the history of The National Will Register, why Will registration is more important than ever, and the risks of not registering a Will.
You can access the presentation slides from the webinar here.
Professional Adviser Tracking Study: Charitable Wills and estates - 18 June
In this webinar, we present the findings from our Professional Adviser Tracking Study and practical tips for client conversations.
You can access the presentation slides from the webinar here.
Dispute Resolution: avoiding issues with charitable estates - 13 February
In this webinar, Amelia Edwards and Stephanie Kerr discuss how to avoid getting into disputes where there is a charity beneficiary present, and how to resolve such issues once they have arisen.
You can access the presentation slides from the webinar here.
2024 webinars
Reducing the size of the taxable estate - 6 November
In this webinar, Pippa Shepherd, Jessica Steinschaden and Alexandra Mackenzie Smith explore the importance of having the conversations and consulting with advisors and present a case study on reducing the size of taxable estate.
Making the most of Remember A Charity Week - 9 July
In this webinar, Eleanor Evans and Gareth Wisdom discuss why they support Remember A Charity week including the benefits to their clients, how they get involved, and the benefits for their private wealth teams and employees in Hugh James.
Changes to the LPA process: all you need to know - 17 April
In this webinar, Charlotte Ponder and Karl Taylor outline what an LPA is, the need for change, the details of the new LPA process, and what it means for us now and in the future.
Changing the world through gifts in Wills - 16 January
In this webinar hear from our charity members, Save the Children and ECHO Herefordshire, as they share insights into their work and how gifts in Wills play a vital role in supporting their services and long term impact.
2023 webinars
Communicating with charity beneficiaries - 26 September
In this webinar, Matthew Lagden and Gaynor Lanceley discuss how solicitors and charities can work together when a charity is named in a will, including the information charities require and how clear communication supports effective legacy administration.
Digital Accessibility and Will-writing - 6 June
In this webinar, Jonathan Hassell and Emma Rylance discuss how organisations can remove accessibility barriers from their digital services and create more inclusive user journeys, sharing practical insights and tips for improving accessibility online.
Fact sheets
Access key information from subject matter experts with our quick and easy to use fact sheets - and learn more through our CPD content delivered with For Legal.
Understanding different charitable legacy structures
There are many different ways to structure a charitable legacy - and key considerations to bear in mind. This factsheet summarises some of the different legacy giving structures and shares tips for advisers to consider when supporting clients with their decision-making.
Supporting Vulnerable Clients
Key facts from Caroline Bielanska, Solicitor, Legal Trainer and Author, looking at the obvious and less obvious forms of vulnerability and identifying lessons learnt from case law around Wills, LPAs and gifts where advisers have failed to recognise and adapt their approach.
Legacy Academy Series
Our new free CPD training series for private client advisers is designed to equip you with the insight and confidence to have values-led discussions with high value clients about charitable legacies.
View the factsheets for each of the below sessions:
Accessible Will writing
Creating an inclusive environment is key to ensuring equality of access
for all clients. By removing communication barriers, you not only make
your services more accessible but also open your firm to a wider range
of potential clients.
Check out the below resources from our CPD session from Amy Wallhead, Partner at Culver Law, and Rebecca Mansell, CEO of British Deaf Association.
Use code 'RAC50' for discounted CPD training
As a Campaign Supporter, you have access to a 50% discount on For Legal premium plans - helping you to complete your CPD requirement. Use code RAC50.