In partnership with
This bite-size round up will set out how charities approach requests to give up all, or part of an entitlement it has received under a Will.
We will begin by covering the legal and regulatory frameworks that exist and which must be followed to ensure decisions are made effectively and aligned with current guidance.
We will bring this to life using real examples, from the perspective of an in-house charity legacy manager, using a conversational and informal FAQ style. This will give an opportunity for legal practitioners to understand how they can support these, sometimes challenging, requests.
We will end by referencing some potential up-coming changes which would come into force with the completion of the implementation of Charities Act 2022.
Have a question? If you have any comments or feedback on this content, please get in touch.
By the end of the webinar, you will:
Your CPD Certificate can be found in your Account.
© 2021 All rights reserved For Media Group Registered in England No. 13063455 VAT Registration Number GB367031995