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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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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 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 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.
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 is responsible for creating and leading business development initiatives for Ascot Lloyd, further driving organic growth for the business.
Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.
This communication/presentation is for information purposes only. Nothing in this communication constitutes financial, professional or investment advice or a personal recommendation. This communication should not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments in any jurisdiction. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the securities, markets or developments referred to in the document. Any opinions expressed in this document are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or companies within the same group as Ascot Lloyd as a result of using different assumptions and criteria.
The information is based on the Company’s understanding of current UK tax legislation and HM Revenue and Customs (“HMRC”). Levels and bases of taxation and reliefs are subject to change and their value to you will depend on your personal circumstances.
This communication is issued by Capital Professional Limited, trading as Ascot Lloyd. Ground Floor Reading Bridge House, George Street, Reading, England, RG1 8LS. Capital Professional Limited is registered in England and Wales (number 07584487) and is authorised and regulated by the Financial Conduct Authority (FRN: 578614).
