Talking with your clients about legacies

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A webinar for Professional Advisers on the role that charitable giving can play in legacy planning, featuring an expert panel of speakers.

About this Event

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.

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 - BDO accountancy firm

Chris Black - Brewin Dolphin wealth managers

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