Private Wealth /

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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  • Key contact

    Peter Daniel

    Peter Daniel

    Partner - Head of Private Wealth

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About

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.

Spotlight

Bespoke philanthropic strategies

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.

Spotlight

Leaving a legacy to charity

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.

Spotlight

Tax efficient charitable donations

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.

Jump to the top of the Charity & philanthropy page

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

Charity & philanthropy insights

View all insights

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Need some more information? Make an enquiry below



    Charity & philanthropy key contacts

    Charity & philanthropy

    Charity & philanthropy

    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.

    • Key contact

      Peter Daniel

      Peter Daniel

      Partner - Head of Private Wealth

      ArrowView profile

    • The Team

      Our lawyers have the expertise and experience to provide you with creative, personalised solutions in a clear and understandable way.

      ArrowMeet the team

    • Our Publications

      Discover a wealth of invaluable guidance in the form of guides and brochures written by our expert lawyers.

      ArrowSee our downloads

    • Our insights

      Discover the latest insights and thought leadership from our team of legal experts.

      ArrowFind out more

    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.

    SPOTLIGHT

    Bespoke philanthropic strategiesopen

    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.

    Leaving a legacy to charityopen

    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.

    Tax efficient charitable donationsopen

    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.

    Jump to the top of the Charity & philanthropy page.

    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

    Charity & philanthropy insights

    View all insights

    Need some more information? Make an enquiry below.

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