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Legacy planning – Using your wealth to help a charity in your Will


Nov 25, 2021 05:37 PM

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Past performance is not a guide to future performance and may not be repeated. Investment involves risk.

The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is for information purposes only. Nothing in this communication constitutes financial, professional or investment advice or a personal recommendation. This communication should not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments in any jurisdiction. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the securities, markets or developments referred to in the document. Any opinions expressed in this document are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or companies within the same group as Ascot Lloyd as a result of using different assumptions and criteria.


Ian Phillips
Independent Financial Adviser @Ascot Lloyd
Ian is one of our Independent Financial Advisers at Ascot Lloyd. He has worked in the financial services for over 25 years providing clients with long-term advice over a wide range of areas, such as retirement planning, investment and tax.
Marie Cooper
Managing Associate @Freeths Solicitors
Marie is a Managing Associate at Freeths Solicitors and is based in Nottingham. Marie has over 14 years experience of working within legal practices and specialises in Wills and Trusts. She is a full member of STEP, Solicitors for the Elderly and is a Dementia Friend.
Jason Oram
Managing Director @Essex Abel
Jason is the Managing Director at Essex Abel Accountancy. He is both a Chartered Certified Accountant and Chartered Tax Advisor and together with his commercial experience is able to advise a wide range of owner managed businesses operating in a variety of industries and high net worth individuals.
Erin McDaid
Senior Manager specialising in communications & campaigns @Nottinghamshire Wildlife Trust
Experienced senior manager specialising in communications & campaigns with over 25 years’ experience environmental charity sector. Erin’s experience covers fundraising, corporate relationships and supporting volunteers but his focus is on championing the value of the natural world and inspiring people to take action to protect.
David Melloy
Business Development Manager @Ascot Lloyd
David is responsible for creating and leading business development initiatives for Ascot Lloyd, further driving organic growth for the business.