Legacy Academy Series
Our new training series for private client advisers is designed to equip you with the insight and confidence to have values-led discussions with your clients about charitable legacies.
Watch our short introduction to the Legacy Academy Series, and find full episodes below.
View the Legacy Academy series
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Episode 1: Why and How to Start a Legacy Giving ConversationWatch hereJoin George King, Elizabeth Steinhart, and Sianne Haldane, to explore the unique opportunity for advisers to catalyse transformative social and environmental impact - both now and for generations to come.
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Episode 2: Tax, Structures and Legacy GivingWatch hereJames Cook, Tanya Watson, and Rachel Steedon delve deeper into the key structures used in Will drafting for charitable giving - and tax benefits/implications and incentives to give to charity on death and in lifetime.
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Episode 3: Succession Planning and Legacy GivingWatch hereRussell Prior OBE and Clare Stirzaker consider the numerous advantages of incorporating a charitable legacy for families - from tax advantages to building a meaningful, enduring legacy that reflects shared values, and makes a positive societal impact.
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Episode 4: A Personal Reflection on Legacy GivingWatch hereHear directly from philanthropist Alison Howe, as she talks through her personal motivations and rationale for leaving a charitable legacy in her Will, sharing how important the experience has been in guiding her ongoing philanthropic journey.