The Lessons in Legacy Podcast is a series that delves in to the evolution in the approaches, attitudes and adjustments successful individuals and families are taking to plan for wealth transfer. In the series we open dialogue with a number of leading academics, professional advisers and business leaders to hear their thoughts on legacy and consider how individuals and families can approach wealth transfer with greater purpose.

The series follows on from Boodle Hatfield’s ‘Lessons in Legacy’ research – an initiative that highlights that legacy is no longer just about wealth preservation. With Alberto Lidji, Visiting Fellow at Cambridge Judge Business School & Founder of “The Do One Better” Knowledge Hub and Podcast and a number of leading philanthropy experts, we delve deeper into the topic of philanthropy and its growing role in the creation of a meaningful legacy amongst successful individuals and families. Across the five part mini-series we hope to deliver a rich and challenging conversation that explores how the concept of legacy impacts a person’s approach to philanthropy; why it is important for established philanthropists and potential philanthropists to consider the impact of their initiatives; whether philanthropy is too much of a distraction from the important purpose of tax; how our tax system can continue to facilitate greater philanthropy; and how we can significantly move the needle on philanthropic giving.

In the fourth episode of ‘The Philanthropy Edition’ Alberto Lidji and Clare Stirzaker are joined by Derek Bardowell. Derek’s work sees him wearing a number of hats from Philanthropy Advisor and Author to Trustee and Knowledge Equity Fellow. Along with his role as CEO of Ten Years’ Time, which helps ambitious donors and foundations tov repair harm and rebalance power by resourcing racial and economic justice with care and confidence.

Together Alberto, Derek and Clare look the importance of philanthropists considering the impact of their initiatives, they look at how funding and giving can ‘sweat’ the most and the challenges of gratification vs impact.

This podcast is intended to provide a first point of reference for current developments in aspects of the law. It should not be relied upon as a substitute for professional advice. If you would like to discuss any of the points raised during the podcast, please do not hesitate to contact our speakers using the details listed below.

Speakers:

Clare Stirzaker, Private Client Partner at Boodle Hatfield
T: +44 (0) 20 7079 8170
E: CStirzaker@boodlehatfield.com

Alberto Lidji, Visiting Fellow at Cambridge Judge Business School & Founder of “The Do One Better” Knowledge Hub and Podcast
E: alberto@lidji.org

Derek Bardowell, CEO of Ten Years’ Time
E:  derek@tenyearstime.com

The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Derek Bardowell

At Boodle Hatfield we have been providing legal services to successful families and businesses, for 300 years.
Find out more at www.boodlehatfield.com