Philanthropy and Pensions: How High-Net-Worth Clients can Leverage Pensions for Impact
This webinar forms part of the 2025 Pensions Series.
Description
This webinar will highlight how high-net-worth clients can integrate philanthropic objectives into their pension strategies. Participants will explore options for using pensions to support charitable goals, structure tax-efficient charitable donations, and design legacy plans that reflect clients' values and social impact aspirations.
This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker.
Delegates places are interchangeable with colleagues from the same organisation.
Content
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Structuring pensions for charitable giving
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Tax-efficient charitable donations
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Legacy planning for social impact
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Aligning client values with pension goals
Presenter
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Speaker TBC TBC |
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Bio to follow. |