The importance of legacy giving

In the lead-up to ‘Remember A Charity In Your Will Week’, Rob Cope outlines the latest inheritance research findings, and emphasises the importance of solicitors reminding clients about charitable donations in their wills

11 Sep 2017

When we commissioned our research into the different attitudes and expectations of 1,000 over-65s and under-45s around inheritance, we were unsure of what to expect. After all, there’s no doubting that many of us worry about our financial futures – especially in times of economic uncertainty. However, our results revealed that we’re also a nation that has a strong social conscience, happy to support our loved ones in their gifts to their favourite causes, despite our own financial concerns.

Our responses from the over-65s revealed a generation that is enthused about the concept of leaving a gift, but understandably anxious about the need to take ...

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