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