Charities as Beneficiaries

This is a practical session that will set out the options available to your clients when they are considering benefiting a charity either in their lifetime or in their will.

It will discuss the:

• inheritance tax implications of making a bequest to charity;
• the reduced rate of inheritance tax;
• the requirements of WIQs
• structures for gifting to charity in lifetime; and
• the ways in which charities can benefit under a Will and the options that you should present to your clients when taking instructions.

Resources:

• Remember A Charity Strategic Priorities 2019 2021 | Download

• Remember A Charity Campaign Supporter Scheme | Download

• Remember A Charity 2020 Impact Report | Download

For more information on Remember A Charity, visit their partner profile by clicking the logo to the side of this video.

Learning objectives:

Learn about the options available to your clients when they are thinking about benefiting charities in their lifetime or on death.