Charity & philanthropy

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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

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.
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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.
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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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