The Lessons in Legacy Podcast is a series brought to you by the Private Wealth team at Boodle Hatfield. The podcast delves into 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.

With Alberto Lidji, Visiting Fellow at Cambridge Judge Business School & Founder of “The Do One Better” Knowledge Hub and Podcast, 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 labelled ‘The Philanthropy Edition’ we 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 fifth and final episode of ‘The Philanthropy Edition’ Alberto Lidji and Clare Stirzaker are joined by Jake Hayman, a serial entrepreneur and experienced social sector consultant. Jake has been working with some of the most progressive wealth holders for the last 20 years and is currently writing a book on the topic. Together Alberto, Jake and Clare look at everything from taxes to misunderstandings around philanthropy and how wealth can be managed in a more equitable and just way.

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

Jake Hayman
E: jakehaymanemail@gmail.com
T: 07771 590 893

The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Jake Hayman

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