Giving good advice: 8 Ways Wealth Managers and Financial Advisors can support their Clients Charitable Giving (eBook)
Best practice
More and more advisors like you will be asked for support or advice around who to give to. You will learn how to:
- Minimise your clients tax bill through donations
- Make sure your clients bequests are uncontestable
- Identify high quality charities for your clients to give to
- Advise on how much your client should be giving to charity