Inclusive Private Client Section webinars

The importance of responsible stewardship in the lifecycle of legacy giving

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This webinar will provide an overview on the topic of Charitable Giving - Leaving a legacy, from the charity legacies perspective

Our speakers discussed the journey of charitable giving, both in lifetime planning and after death, and the importance of the role of Solicitors and Charities in the lifecycle of legacy giving.

  • Develop your knowledge of charitable giving both in lifetime planning and after death.
  • Understand how to have a conversation with your clients about philanthropy/charitable giving and leaving a legacy.
  • Learn about the different structures and trusts available to your client and the tips on gifting when drafting a Will.
  • Get some nuggets of wisdom about how charities and solicitors can work together harmoniously to ensure a seamless process for those seeking to leave legacies.

Chair: Elizabeth Gibbison, Chair, Law Society Private Client Solicitors Section Advisory Committee and Associate Solicitor Irwin Mitchell LLP

Speakers:

Kelly Brooks, Legacy Manager, Cancer Research UK

Blerta Clubb, Solicitor and Head of Legacy Income , Battersea Dogs & Cats Home

Matthew Briggs, Partner, Irwin Mitchell LLP

This webinar was recorded on 19th September 2024

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