Ian Bond as a supporter of Remember A Charity shares his five top tips for discussing charity with all of your will-writing clients.
In the video we also share some useful statistics around legacy giving and discuss Ian’s perspective on why all practitioners should always mention the option of charitable legacies to their clients when taking instructions.
As mentioned in the video, the Remember A Charity Campaign Supporter scheme is free to join. When you sign up on behalf of your organisation it will be listed on our public directory and you’ll receive free resources helping you discuss charity with your clients. Find out more here: www.rememberacharity.org.uk/solicitor
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Resources:
For more information on Remember A Charity, visit their partner profile by clicking the logo to the side of this video.
Ian Bond
Head of Wills & Estates at Thursfields • Remember A Charity
Qualified as a Solicitor in 2003, TEP since 2007; specialising in private client work including wills and estate planning, trusts, powers of attorney, probate and estate administration.
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