Legacy planning – Using your wealth to help a charity in your Will
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Event overview

In this webinar a panel of experts discuss how working together as a team they can help you organise your wealth to ensure you enjoy your retirement years, leave your family a financial gift and leave a donation to charity in your Will, if that’s what you’d like to do.

Legacy planning

Ian Phillips, Independent Financial Adviser, Ascot Lloyd and Jason Oram, Managing Director at Essex Abel Accountancy, discuss how they approach legacy planning with clients. By understanding who you want to leave your money to and who will benefit is a great starting point to any financial planning. But as more people are wanting to leave to charity, it's vital to take advice on how to structure your estate and understand which assets are accountable for inheritance tax. Passing on of wealth needs to be well considered and planned and your Will is important to ensuring your wishes are followed through to best effect.

Updating your Will

Marie Cooper, Managing Associate at Freeths Solicitors explains that since the pandemic they have seen an increase in people wanting to update their Wills to include donations to charities that they have benefitted from. It’s important to get advice on how to amend your Will to ensure the benefit the charity as you want it to.

Legacy donations helping charity

Erin McDaid Head of Communications & Marketing at Nottinghamshire Wildlife Trust explains why gifts in Wills are very important to charities. Legacy donations give charities the flexibility to manage budgets, Erin goes on to explain why it’s important to connect with your intended charity and have a discussion on how best to implement your valued donation for maximum benefit for you and the charity.

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Speaker information
Ian PhillipsIndependent Financial Adviser, Ascot Lloyd
Ian PhillipsRead more

Ian is one of our Independent Financial Advisers at Ascot Lloyd. He has worked in the financial services for over 25 years providing clients with long-term advice over a wide range of areas, such as retirement planning, investment and tax.

Marie CooperManaging Associate, Freeths Solicitors
Marie CooperRead more

Marie is a Managing Associate at Freeths Solicitors and is based in Nottingham. Marie has over 14 years experience of working within legal practices and specialises in Wills and Trusts. She is a full member of STEP, Solicitors for the Elderly and is a Dementia Friend.

Jason OramManaging Director, Essex Abel
Jason OramRead more

Jason is the Managing Director at Essex Abel Accountancy. He is both a Chartered Certified Accountant and Chartered Tax Advisor and together with his commercial experience is able to advise a wide range of owner managed businesses operating in a variety of industries and high net worth individuals.

Erin McDaidSenior Manager specialising in communications & campaigns, Nottinghamshire Wildlife Trust
Erin McDaidRead more

Experienced senior manager specialising in communications & campaigns with over 25 years’ experience environmental charity sector. Erin’s experience covers fundraising, corporate relationships and supporting volunteers but his focus is on championing the value of the natural world and inspiring people to take action to protect.

David MelloyBusiness Development Manager, Ascot Lloyd
David MelloyRead more

David is responsible for creating and leading business development initiatives for Ascot Lloyd, further driving organic growth for the business.

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