Introduction to Legacies

Event details

Date: 15th October 2024
Time: 9:30am - 1pm
Venue: Online
Who should attend: Those new to Legacies

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£150 Members / £180 Non-members

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Terms & Conditions

This course is designed for individuals who are new to legacies and seek a fundamental introduction to the subject. Conducted by Lucy Lowthian, a Legacy Consultant at Legacy Futures, 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.

The course content will be sourced from various segments of the Legacy Futures group, incorporating insights from Legacy Foresight’s market overview and Legacy Voice’s research on legacy motivations.

This online training course will be delivered in a single session lasting 3-4 hours, with breaks as necessary.

You can view the full agenda here

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