Charitable Giving

Being in the position to gift to charity and help potentially transform the lives of others should be exciting and rewarding. If you are looking to make charitable donations to support causes and communities you believe in, we can advise you on the most tax efficient forms of charitable giving.

Whether you are just starting out on a philanthropic journey or are already experienced in the area, we can advise you from all stages. Our experienced wealth consultants will work with you to define and shape your goals and develop an effective giving strategy, so your gifts have maximum impact.

As a Partner Practice of St. James’s Place, we can provide access to a tailored service through the Charities Aid Foundation (CAF) to help ensure your philanthropy evolves to keep pace with growth in your ambition and generosity, whilst raising awareness of philanthropy.

CAF are able to:

  • Provide access to CAF account and trust arrangements for charitable giving for UK-resident clients
  • Facilitate tax efficient giving for US citizens through the American Donor Fund
  • Manage offshore gifting that is exempt from remittance rules via CAF’s Jersey facility
  • Advise on philanthropic gifting of land, property or shares

To find out more about charitable giving and donations, please contact our team today.

Please note that this service is separate and distinct to those offered by St. James’s Place.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

Interested in finding out more?

Call 01273 390561 to speak to an adviser

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