Join us for our Leaving a Lasting Legacy Webinar on Wednesday 2nd October 2024 at 1pm to explore how you can help your clients create a lasting, lucrative and life-changing legacy that includes but goes beyond just their financial assets.
A true legacy is about more than just money or legal documents. It is about protecting wealth, but it’s also about passing on softer just as valuable aspects like values, life lessons, and a sense of purpose. Many clients struggle to articulate what they want their legacy to be, focusing solely on the financial aspects while overlooking the profound emotional and social impact they can have.
For Financial Advisers and accountants, guiding clients to leave a lasting legacy can be challenging. How can you ensure what they want to happen to their money and legacy actually does, and in a tax efficient and protected way?
Hosted by 3 experts in this field, our Leaving a Lasting Webinar will equip you with the knowledge and tools to:
- Help clients leave a lasting, lucrative and life-changing legacy
- Protect the family’s assets for future generations to come
- Minimise tax and maximise legacy creation
- Integrate legacy planning seamlessly into your clients' overall life strategies without getting bogged down in legal paperwork
- Ensure that clients' wider legacy is preserved and shared effectively.
Your Hosts
Charlie Reading APFS
As a former Chartered Financial Planner and founder of both Efficient Portfolio and The Trusted Team, Charlie understands the complex challenges of both clients and professionals alike.
In Charlie’s part of the talk, financial advisers will be guided through the essential aspects of aiding their clients in creating a meaningful and enduring legacy. His session addresses the multifaceted nature of legacy planning, emphasising not just the financial but also the emotional and social impacts. Participants will gain insights into effective communication strategies, ethical considerations, and the role of philanthropy in legacy building. The session will also delve into the practicalities of estate planning, charitable giving, and the use of Trusts, ensuring advisers are well-equipped to assist their clients in realising their legacy aspirations.
Stephen Oliver
As a financially independent businessman, author, and father of two grown up daughters, Stephen has spent much of his life focused on helping people achieve success in whatever format that equates to them.
One of his businesses which focuses on how to leave a lasting and secure legacy, is formed from two arenas. Financial Planning & Wills and Trust drafting.
Stephen’s company slogan at The Will Company is ‘What you leave behind, matters’
This allows his clients to focus on the actual planning needed to empower them and the next generation.
Ian Dibb
Ian Dibb is the CEO and founder of Keylu. Following the profound personal loss of his mother and sister, Ian created Keylu to help individuals organise their affairs seamlessly, ensuring peace of mind for themselves and their loved ones.
In his presentation, "Life Planning in a Digital Age," Ian will address the staggering £200bn in lost or unclaimed assets and over £30bn in lost pension pots. He will demonstrate how easy it is to manage all aspects of your life through Keylu, ensuring that nothing is left behind or forgotten.
Don't miss this opportunity to enhance your expertise and bring more value to your clients.
