Course description
Whilst you may be familiar with advising clients on charitable legacies in their wills and the tax advantages of doing so, there are an array of more complex tax and estate planning options available for those with philanthropic aims which you may not yet have discovered.
Kate Johnson presents this concise and informative webinar that investigates the many ways in which charitable foundations can factor into tax and estate planning.
It will cover the options available for philanthropic clients on death and during their lifetimes, the scenarios in which a client should consider establishing their own charitable foundation, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
You will be familiar with advising clients on including charitable legacies in their wills and the tax advantages of doing so.
But what other options are available for philanthropic clients on death and during their lifetimes?
When should they consider establishing their own charitable foundation and how should they go about it?
How are the planning options changing in the light of the growing popularity and availability of donor advised funds?
This short webinar is suitable for anyone who is in a position to advise on achieving philanthropic aims through lifetime giving or on death.
What You Will Learn
This webinar will cover the following:
- When to consider using a charitable foundation
- The different types of foundations available
- The benefits and drawbacks of a family foundation
- The alternative options available
Expenses
MBL Seminars Limited
With over 1,000 expert speakers covering more than 3,360 different topics, our course portfolio is vast and can be delivered either online or in-person. With over 450 years of collective professional development experience, we are proud to be trusted to...