Charities

Giving philanthropically can be woven into your estate planning, to ensure your chosen charity beneficiaries reap the rewards of your hard work, while you benefit from the financial incentives too.

The charity sector faces many pressures and has increasingly come under spotlight in recent times. From fierce competition from rivals, a tougher fundraising environment and challenging economic climate, to the need to improve transparency of charitable spend; more are looking for donations from individuals instead.

• From the small to the large charitable contributions, you will need advisers that can assess your entire approach to wealth planning
• We assist you with the creation of charitable trusts to ensure that you’re able to remain in control of your philanthropic activities
• We also help with the ongoing administration process, satisfy compliance needs, prepare annual accounts and devise tailored charitable structures when needed

Our approach
We help to maximise the financial contributions received by charities, from your donations – leaving more in their pocket, and less subjected to steep tax penalties.

Supporting your activity through the creation and administration of charitable trusts, ensures that we can help you, to help others. In the process, you can reduce your potential exposure to Inheritance Tax and Capital Gains Tax.

We ensure that your activity benefits exactly who you intend, while supporting you to limit your tax liabilities where possible – no matter whether now, in future or after your death.

The way we help you
From taking the time to fully understand your generous wishes, we will ensure that we can advise you on the best way to structure and approach your charitable affairs including lifetime gifting, charity commission regulation, tax implications and trustee duties.