Charity & philanthropy

Make an enquiry Establishing a charitable legacy for you and your family.

Our team advises wealthy individuals and families on the creation and registration of a range of vehicles for charitable giving. We work with you closely to gain a full understanding of your philanthropic objectives so we can develop a tailored and pragmatic strategy to support you in fulfilling these aims, whilst maintaining the greatest tax efficiency.

Once the charitable entity has been established, we can provide you with proactive guidance on its governance and day to day running. This could cover fundraising and tax, preparing funding agreements, compliance and regulatory work, trading subsidiaries, corporate sponsorship and restructuring including incorporations, mergers and group re-organisations.

Our team offers a bespoke, personal service and is committed to ensuring that the charitable intentions of you and your family are fulfilled exactly as you would envisage.

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Charity & philanthropy key contacts

Peter
Daniel
Partner - Head of Private Wealth
Talk to Peter about International trusts, tax & estate planning, Probate, UK trusts, tax & estate planning and US/UK Tax & estate planning

Recent experience

CHARITY AND PHILANTHROPY
Tax efficient charitable donations
Case study
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CHARITY AND PHILANTHROPY
Bespoke philanthropic strategies
Case study
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Where a client wants to leave a considerable gift to charity in their will which would make a lasting and significant difference, we work with the client and the selected charity to structure a bespoke strategy for the legacy that is satisfactory to achieve their shared objectives and vision. Also, we collaborate with charities to promote philanthropic giving among the wealth management sector.
CHARITY AND PHILANTHROPY
Leaving a legacy to charity
Case study
Where a client wants to leave a considerable gift to charity in their will which would make a lasting and significant difference, we work with the client and the selected charity to structure a bespoke strategy for the legacy that is satisfactory to achieve their shared objectives and vision. Also, we collaborate with charities to promote philanthropic giving among the wealth management sector.
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