Tax, Structures and Legacy Giving

Our session on Tax, Structures and Legacy is aimed at the wealth adviser professional and it covers the following:

• The importance of the legacy discussion with clients and their families
• The key structures used in Will drafting for charitable giving
• The pros and cons of a Donor Advised Fund
• The tax benefits/implications and incentives to give to charity on death and in lifetime
• The potential impact of tax legislation changes for HNWIs and their philanthropic ambitions
• Key takeaways and top tips