Introduction to Legacies, delivered in collaboration with Legacy Futures

Event details

Date: 4th July 2023
Time: 9:30am – 1pm
Venue: Online via Zoom
Who should attend: Anyone who is new to legacies

This event has already happened.

This course is aimed at people new to legacies who require a basic introduction to the subject. Delivered by Lucy Lowthian, Legacy Consultant to Legacy Voice, the course will provide people with a general overview of the UK legacy market and explore the different types of legacy gifts.  It will look at who leaves a legacy and why and discuss the laws and rules around legacies before signposting participants to helpful resources and information.

Content will be drawn from across the Legacy Futures group, including Legacy Foresight’s market overview and Legacy Voice’s research into legacy motivations.

The training course will be delivered online in one session lasting 3-4 hours, with breaks as needed.

You can view the full agenda here