Campaign Supporter Webinars

We're delighted to offer our Campaign Supporters exclusive access to our webinars, exploring a range of different topics pertaining to charitable estates and gifts in Wills. 

On this page you'll find details of our upcoming webinars, access to recordings from previous webinars, and information about our free resources, including the Legacy Academy CPD series.

Upcoming Webinars

Details of upcoming webinars will be published here soon!

Recordings of Past Webinars

This section brings together the recordings and presentation slides from past webinars.

2026 webinars

Understanding the different charitable legacy structures - 22 April

In this webinar, Eleanor Evans TEP and Yasmin Hoque explore the common forms of gifts in Wills as well as more complex legacy structures and Sharia-compliant Wills, helping advisers build confidence in discussing these options with clients.

You can access the presentation slides from the webinar here.

Watch the webinar

2025 webinars

Client aftercare: The importance of Will registration - 11 November

In this webinar, Sue Wright and Clive Fowler explore the history of The National Will Register, why Will registration is more important than ever, and the risks of not registering a Will.

You can access the presentation slides from the webinar here.

Watch the webinar
Professional Adviser Tracking Study: Charitable Wills and estates - 18 June

In this webinar, we present the findings from our Professional Adviser Tracking Study and practical tips for client conversations.

You can access the presentation slides from the webinar here.

Watch the webinar
Dispute Resolution: avoiding issues with charitable estates - 13 February

In this webinar, Amelia Edwards and Stephanie Kerr discuss how to avoid getting into disputes where there is a charity beneficiary present, and how to resolve such issues once they have arisen.

You can access the presentation slides from the webinar here.

Watch the webinar

2024 webinars

Reducing the size of the taxable estate - 6 November

In this webinar, Pippa Shepherd, Jessica Steinschaden and Alexandra Mackenzie Smith explore the importance of having the conversations and consulting with advisors and present a case study on reducing the size of taxable estate.

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Making the most of Remember A Charity Week - 9 July

In this webinar, Eleanor Evans and Gareth Wisdom discuss why they support Remember A Charity week including the benefits to their clients, how they get involved, and the benefits for their private wealth teams and employees in Hugh James.

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Changes to the LPA process: all you need to know - 17 April

In this webinar, Charlotte Ponder and Karl Taylor outline what an LPA is, the need for change, the details of the new LPA process, and what it means for us now and in the future.

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Changing the world through gifts in Wills - 16 January

In this webinar hear from our charity members, Save the Children and ECHO Herefordshire, as they share insights into their work and how gifts in Wills play a vital role in supporting their services and long term impact.

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2023 webinars

Communicating with charity beneficiaries - 26 September

In this webinar, Matthew Lagden and Gaynor Lanceley discuss how solicitors and charities can work together when a charity is named in a will, including the information charities require and how clear communication supports effective legacy administration.

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Digital Accessibility and Will-writing - 6 June

In this webinar, Jonathan Hassell and Emma Rylance discuss how organisations can remove accessibility barriers from their digital services and create more inclusive user journeys, sharing practical insights and tips for improving accessibility online.

Watch the webinar

Free resources for solicitors and Will writers

Discover more about the benefits of legacy giving for your clients, explore the resources you need to start conversations about charitable legacies with your clients and join our professional adviser network.
Find out more

Legacy Academy Series

Our free CPD training series for private client advisers is designed to equip you with the insight and confidence to have values-led discussions with your clients about charitable legacies.
Legacy Academy Series