This episode of the Today’s Wills and Probate Podcast is hosted by David Opie and features Lucinda Frostick, Director of Remember A Charity, and Meg Edwards, a solicitor specialising in trusts and estates disputes at Shakespeare Martineau. Their discussion centres on legacy giving, inheritance tax, and the importance of clear communication between advisors and clients.
Lucinda introduces Remember A Charity’s mission to encourage charitable bequests through a consortium of 200 member charities. She highlights positive trends in professional advisors raising legacy giving with clients.
Meg outlines the impact of frozen inheritance tax thresholds and pension changes, warning that more estates will become taxable by 2030. She explains how legacy gifts can reduce tax liability and why charitable bequests offer both practical and emotional benefits.
Together, they explore the disconnect between intention and action in charitable giving. Despite growing interest, too few people formalise their wishes in a will. Lucinda emphasises the role of advisors in bridging that gap by simply starting the conversation.
Meg offers best practice advice including the use of backstop beneficiaries, maintaining detailed file notes, and discussing the importance of setting expectations with loved ones.
Remember a Charity Week runs from 8–14 September 2025.
Charities, professional advisers and partners wishing to get involved in this year’s awareness week are encouraged to register their interest before 15th August 2025 at info@rememberacharity.org.uk.
Find out more online at: rememberacharity.org.uk/RACWeek
