Maximising income is high on the agenda for many charities, whether to help navigate rocky financial waters or increase growth to reach your goals. Join us for an afternoon of legal updates to explore how charities are revitalising their legacy income streams in strategic ways.
Our Charity Legacies team will be sharing legal insights and we will be hearing from guest charity speakers about their own experiences. We will also be hosting networking and drinks after the panel discussions.
We’ll be covering:
- Unlocking funds – releasing capital of permanent endowment and restricted funds; dealing with expressions of wish
- How to handle cases robustly and proportionately to increase and protect legacy income
- Tax for legacy professionals – pitfalls and opportunities
- Panel Q&A