Talking with your clients about legacies – 9 September - Community Foundation

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Home > News and Events > Talking with your clients about legacies – 9 September

articleindex followcenterhttps://www.communityfoundation.org.uk/wordpress/wp-content/uploads/2020/07/BrightFutures_GJmr-9866.jpgcentermodule_group modules Array 1 Learn about the webinar -2QNBwJi0k4 Lisa Cappleman, Heading of Giving and Philanthropy at the Community Foundation, explains about the webinar module video 1

The Community Foundation is hosting a free webinar for Professional Advisers on the role that charitable giving can play in legacy planning, featuring an expert panel of speakers. The webinar takes place on Wednesday 9 September at 12pm – 1pm.

It will look at the practical issues such as preparing for the proposed inheritance tax reform in the Autumn statement.

It will also consider the personal aspect of giving and philanthropy, and the important role professional advisors can play by having meaningful conversations rooted in your clients personal experiences and values, to help them leave a legacy that really supports what is important to them.

Speakers:

Andrew Ayre – Greaves West & Ayre accountants

Alison Hall – Hay & Kilner Solicitors

Catherine Grum – Family Adviser

Chris Black – Brewin Dolphin wealth managers

Book your place:

You can book your place here.

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