Introduction to Legacy Academy Series

Our Legacy Academy series has been designed to equip private client advisers like you with the insight, confidence and resources to be able to have values-led discussions with clients, helping to shape their charitable legacy.

• In the first of these, we explore how to raise the topic of charitable legacies with clients.
• The next explores the different ways a charitable legacy can be structured and the tax implications that may apply
• We then look at how legacy giving can be integrated into succession planning more widely.
• This series concludes with a fascinating interview with Alison, a legacy pledger, who talks through her motivations and rationale, sharing how important the experience has been in guiding her ongoing philanthropic journey.

Whether your clients are new to giving or the most committed philanthropists, we hope the Legacy Academy will help you support them in making informed and meaningful choices, strengthening client relationships and unlocking vital funding for UK charities.