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

  • Structuring pensions for charitable giving

  • Tax-efficient charitable donations

  • Legacy planning for social impact

  • Aligning client values with pension goals

 

Presenter

Speaker TBC

TBC

TBC 

Bio to follow. 

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