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Create lasting impact through contribution and generational wealth
Every course ends with a Portfolio task — real evidence of real capability, not just a certificate. Your work is assessed against rubrics and recorded in your EMP Passport, creating a verified record of what you can actually do.
Full access included with EMP Member, Pro and Elite tiers.
This programme includes:
Curriculum
Build literacy to engage professionals with confidence on IHT, gifting, trusts and cross-border estates.
Lessons
The four capitals of legacy
30 min
How UK Inheritance Tax actually works
30 min
The residence nil-rate band and the £2m taper
30 min
Gifting and the 7-year rule
30 min
Wills, intestacy and why "no will" is still a plan
30 min
Trusts, briefly and carefully
25 min
Cross-border estates and Brussels IV
30 min
Assembling your professional team
25 min
Portfolio task: four-capitals legacy map
40 min
Give thoughtfully, effectively and well-governed — measured by outcomes, not press releases.
Lessons
Why give, and why now: the UK giving landscape
25 min
Effective giving and the evidence lens: GiveWell criteria
30 min
The 10% Pledge and values-based commitment
25 min
Family foundations and giving vehicles
30 min
Charity governance and trustee duties
30 min
Gift Aid, gifts to charity and IHT exemption
25 min
Avoiding philanthropy-washing
25 min
Portfolio task: your giving strategy canvas
40 min
Turn your expertise into transferable knowledge and measurable mentoring impact.
Lessons
Legacy as knowledge, not just money
25 min
The SECI knowledge-creation model
30 min
Mentoring that works: evidence on career benefits
30 min
Professional standards: EMCC Global competence framework
30 min
Ethics and the shared charter
25 min
Structuring a mentoring relationship
25 min
Capturing the life story: AI-assisted archives
25 min
Portfolio task: mentoring contract and knowledge-transfer plan
40 min
Plan the handover, build governance, and create organisations that outlast their founders.
Lessons
The family-business economy: scale and contribution
25 min
The "three-generation" myth, examined
30 min
Stewardship vs ownership: the steward mindset
30 min
Built to Last: preserve the core, stimulate progress
30 min
Authentic leadership and your True North
25 min
Family governance: councils, constitutions, separation
30 min
Planning the handover: 5–7 years out
25 min
Credentialing the next generation with EMP Passport
25 min
Portfolio task: succession roadmap and Legacy Blueprint
40 min
Join EMP Academy and start proving what you can do — not just learning what you should know.