Charitable Giving

Recorded on: 05/11/2019


To review a range of issues connected with making gifts to charity from lifetime gifts to gifts in wills


Practitioners will have considered the way in which charitable giving affects their practice


  • Lifetime gifts – from a client’s perspective
  • Charity will making schemes
  • Charitable gifts in wills – the importance of identifying the charity correctly
  • The challenge of dealing with gifts to charity when administering an estate
  • Tax treatment in estates:
  • Income tax
  • Capital gains tax
  • Inheritance tax


Non members:  £159.00

Members:  £115.00

Sole practitioner:  £80.00

All prices ex-VAT

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01904 635 444
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