New Research From Our Members Remember A Charity:
New Research from our members Remember A Charity reveals that:
“6 in 10 professional advisers think Inheritance Tax changes will prompt growth in charitable legacies”
Key findings from this study include that:
- 92% of professional advisers believe that estate and tax planning will become even more important following the Inheritance Tax (IHT) changes announced in the 2024 Autumn Statement;
- 60% say they are already receiving more requests for advice;
- 65% say that the charitable tax incentives will become even more important to their client base; and
- 62% think more people will consider leaving a gift to charity.
The data also shows that tax incentives are the most prevalent reason professional advisers give for raising the topic of legacy giving with clients. 92% of solicitors and Will-writers and 86% of financial advisers in the study say they always or sometimes advise their Will-writing clients of the charitable tax incentives.