Remember A Charity to hold seminar on charity legacies

27 June 2011

How often do you prompt a client to think about including a charity in their Will? Are you confident of the best way to draft a charitable gift, particularly with the imminent changes to inheritance tax and other developments in legislation?

Many charities could not survive without legacies. They can contribute up to 80% of a charity’s funding and are worth nearly £2billion to the sector each year, which is 25 times the amount raised by Comic Relief. Charities rely on the expertise of people like you to ensure that charities get these gifts.

As part of Remember A Charity Week (12-18 September), Remember A Charity are holding a seminar on the importance of charity legacies and best practice for including a charity in a client’s Will. It will be hosted by leading charity law specialists Bates Wells & Braithwaite LLP in their offices at 2-6 Cannon Street, EC4M 6YH from 12.30-2.30pm on 13 September.

The training session will include:

  • Lunch and networking opportunities;
  • An introduction to Remember A Charity and the importance of legacies;
  • Best practice on how to include a charity in a Will, from basic charity legacies to more advanced gifts, including endowments, gifts for specific charitable projects and incorporating a charitable trust in a Will as well as inheritance tax benefits; and
  • An update on law affecting charitable legacies, including the new IHT incentive when leaving 10% of an estate to charity announced in Budget 2011, the impact of the Equality Act on charitable legacies, cross-border charitable giving in the EU and proposals on the harmonisation of EU succession rules.

CPD points can be claimed.

If you would like to attend this seminar please contact Kate Woode by the 12 August to reserve your place.

Places are limited so please book early to avoid disappointment.