Tag: Remember A Charity

6 in 10 professional advisers think Inheritance Tax changes will prompt growth in charitable legacies

Stuart Mitchell

Upcoming Inheritance Tax (IHT) changes are already beginning to influence the charitable Will-writing market, with professional advisers reporting an increase in demand for estate planning advice and predicting that legacy consideration will rise, according to new research from Remember A Charity*.  What are the changes? In the Autumn Budget 2024, the Chancellor announced that IHT thresholds would remain frozen until 2030, and that, from April 2027, pension wealth would no longer be exempt from IHT. As such, it’s estimated that the proportion of estates facing an IHT bill will almost double…

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Remember A Charity launches wealth adviser committee

Stuart Mitchell

Remember a Charity are pleased to announce the establishment of our committee of wealth advisers, set up to build expertise within the advisory profession and to champion and promote legacy giving amongst high net worth clients. The Private Client Advisory Committee for Legacy Giving is working to guide our work programme with wealth advisers, which aims to equip wealth advisers with the knowledge and resources they need to inspire and support high net worth clients in achieving their philanthropic goals, growing high value legacy giving. The creation of the committee…

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New report into recruitment and retention challenges for legacy sector published.

Stuart Mitchell

To better understand and help find potential solutions for the staff recruitment and retention crisis currently facing the UK legacy fundraising sector, Legacy Futures worked in association with Remember A Charity to consult senior legacy fundraisers on how the key challenges are impacting their organisations and themselves as legacy professionals. These findings have been published in Building Better Futures in Legacy Fundraising 2024. The report contains data from 52 respondents and input from industry focus groups to explore the results and practical solutions that could support legacy fundraising and translate…

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Remember A Charity Launches Report On Role Of Wealth Advisers In High Value Legacies

Stuart Mitchell

A new report from Remember A Charity launched recently, exploring the role that wealth advisers can play in growing high value legacy giving in the UK. It also covers the benefits for charities of taking a more holistic approach to help high value supporters maximise their philanthropic impact.  Understanding the role of wealth advisers in growing legacy giving was developed in partnership with Boon Philanthropy Consulting and with support from Philanthropy Impact.  The report highlights the importance of the high value legacy giving market, and its scope for growth. While…

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New Report Explores Impact And Opportunity Of Charitable Gifts In Wills For Arts Organisations

Stuart Mitchell

A new report has been released to support arts, culture and heritage organisations in maximising their long-term income through legacy fundraising. The Art of Legacies explores the impact and opportunity of charitable gifts in Wills for the arts, sharing market trends and useful tips for organisations on how to start or develop their legacy fundraising.  Produced by Remember A Charity – a consortium of UK charities working to grow the legacy giving market and funded through the Chartered Institute of Fundraising’s RAISE programme, The Art of Legacies explores:  The impact…

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