Understanding Different Structures for Legacy Giving

In partnership with Remember A Charity, this webinar will explore the common forms of gifts in Wills, including lump sum (pecuniary) gifts, percentage or residuary gifts, index-linked gifts and gifts of assets or specific items.

It will also cover more complex legacy structures, such as Will Trusts and Donor Advised Funds, and Sharia-compliant Wills, helping advisers build confidence in discussing these options with clients.

Who this is for:

This webinar is a must-watch for anyone working in Private Client.

Level of expertise:

This webinar is suitable for all levels.

CPD hours:

This webinar provides you with 1 hour of learning.

Attendees will receive a CPD certificate upon completion of this course.

Learning objectives:

Understand the different types of charitable gifts that can be included in a Will and build confidence in discussing these options with clients.