Charity & philanthropy

Establishing a charitable legacy for you and your family.

At a point where the accumulation of your wealth has ensured the financial security of your family you may wish to consider your lasting legacy and turn your attention to how your wealth could be used to reflect your personal values and make a difference to causes of importance to you. This could involve creating your own charity or foundation, establishing a trust to benefit several existing charities, or leaving a gift to a chosen charity in your Will. To be confident that you are providing the best possible support to your chosen causes, you should work with advisers with a thorough knowledge of charity law and the expertise to structure your charitable giving appropriately.

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Introduction
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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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Services

We support our clients with individually tailored legal advice, in areas such as:

  • Legacies.
  • Charitable giving.
  • Legacies in will.
  • Charitable foundations.
  • Trustee.
  • Gifts.
  • Establishing charities.
  • Registering charities.
  • Philanthropy.
  • Philanthropic aims for HNWs.
  • Tax efficient charitable giving.
  • Charity governance.
  • Acceptance in Lieu.
  • Cultural Gifts Scheme.
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    Charity & philanthropy key contacts

    Recent experience

    • We advise clients on making charitable donations in the most tax-effective way, utilising the tax reliefs available to maximise the benefit for both the client and the charity.

      CHARITY AND PHILANTHROPY

      Tax efficient charitable donations

      Case study

      We advise clients on making charitable donations in the most tax-effective way, utilising the tax reliefs available to maximise the benefit for both the client and the charity.

      Read more

    • For clients who have or will shortly come into a significant wealth (e.g. following the sale of a business interest), we work with the families to formulate and implement a bespoke strategy for their philanthropy. This typically involves establishing a charitable entity (which may be a trust, a company or a charitable incorporated organisation, depending on the circumstances) and coordinating the client’s other professionals, such as investment managers and accountants.

      CHARITY AND PHILANTHROPY

      Bespoke philanthropic strategies

      Case study

      For clients who have or will shortly come into a significant wealth (e.g. following the sale of a business interest), we work with the families to formulate and implement a bespoke strategy for their philanthropy. This typically involves establishing a charitable entity (which may be a trust, a company or a charitable incorporated organisation, depending on the circumstances) and coordinating the client’s other professionals, such as investment managers and accountants.

      Read more

    • 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.

      Read more

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