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The UK is a charitable nation – we know that 74% of the British public support a charity during their lifetime. The issue is that only 7% include their favourite causes in their Will.
By simply mentioning to your clients the option of leaving a gift in their Will after they’ve looked after family and friends, you can help them continue supporting the causes they care about.
Professional advisors play a key role in opening up conversations about legacy giving and answering questions from clients in an independent and informed way. Research with the Cabinet Office Behavioural Insights Team showed that even a simple reference to the opportunity of legacy giving, once loved ones have been taken care of, can double the number of bequests made.
There is often a misconception that only the wealthy leave money to charity, but even a small donation can help make a huge difference.
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