How often do you discuss charitable legacies with your clients?
Remember a Charity is inviting solicitors, will-writers and financial advisers to take part in a short survey on the role of professional advisers in charitable legacy giving.
The organisation is particularly interested in how frequently this topic is raised in client conversations, the role inheritance tax incentives play, and your experiences of working with charities.
Savanta has been commissioned to analyse the results and help better understand current practice, identify barriers and opportunities, and highlight where further guidance could support you and your clients.
Your insights could help shape future guidance and strengthen best practice across the sector. All responses are confidential, and participants will receive a copy of the findings and be entered into a prize draw to win a £50 voucher.
