Talking with your clients about legacies full webinar
Whether you are a solicitor, accountant, financial advisor or wealth manager, we can help you give the right advice to your private, business and charity clients about philanthropy and giving. We have 30 years’ experience as philanthropy advisors in helping donors make a lasting difference. Though we focus on the community in our area, our advice is independent and we start with your clients’ wishes and support their giving journey, wherever it starts.
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