Professional Advisors to partner help their clients make their charitable giving easy and rewarding, while supporting their financial planning goals. We work with solicitors, accountants, financial advisors and wealth managers to provide flexible options to suit your clients’ wishes.
Whether it is related to the sale of a business, for tax purposes or estate planning, we are here to help and always welcome a conversation to talk through ideas or scenarios. Enhance your advisory services by adding philanthropic expertise and guiding your clients toward impactful, local giving.
66% of High-Net-Worth Clients Want More Philanthropy Guidance. While only 1 in 5 advisory firms currently provides philanthropy advice, demand is on the rise. Clients today want to make a difference with their wealth but need structured support to navigate their options.
Our Solution: With over 22 years in grant-making and a deep understanding of the local charitable sector, we partner with advisers like you to bridge this gap. Our expertise allows you to offer your clients straightforward, impactful pathways to charitable giving.
Through our specialised services, we provide:
Our simple comparison helps clients decide whether to set up their own charity or establish a Named Fund. Download our Named Fund vs. Own Charity Factsheet for a detailed breakdown of the pros and cons of each approach.
By making a Gift Aid donation, charities can receive extra funds without any additional cost to you as a UK taxpayer. The donation is treated as if basic rate income tax had already been deducted, allowing the charity to reclaim that tax from HM Revenue & Customs (HMRC). For example, a donation of £10,000 with Gift Aid allows the charity to claim an additional £2,500, meaning the charity receives £12,500 in total.
Higher rate taxpayers can claim back the difference between the higher rates of tax (40% or 45%) and the basic rate (20%) on the total donation value. For example, a 40% taxpayer donating £10,000 can reclaim £2,500, meaning the net cost to the donor is £7,500, while the charity still receives £12,500.
If you complete a Self-Assessment tax return and are due a repayment from HM Revenue & Customs (HMRC), you can choose to donate some or all of that refund directly to charity through the SA Donate scheme. This allows taxpayers to support charitable causes as part of the tax return process. The donation is made from the repayment owed to you, making it a simple and tax-efficient way to give while completing your annual tax return.
Contributions to charity through Payroll Giving can be made in any amount and are taken directly from your salary before tax is deducted. Because donations are made from your gross pay, the amount of tax you pay is reduced. This provides a simple and tax-efficient way to give regularly through your employment.
Leaving a gift to charity in your will can reduce the Inheritance Tax due on your estate. You can choose to leave a fixed amount, a specific item such as shares or property, or a portion of your estate to support causes that matter to you.
Tax relief is available when donating certain shares, securities, or investments to charity. When qualifying investments are given to a UK charity, donors may receive income tax relief on the value of the donation, and capital gains tax may also be avoided, making this a highly tax-efficient way to give.
Donations made by a limited company to charity can be deducted from the company’s total profits before Corporation Tax is calculated. This means businesses can support charitable causes while benefiting from tax relief. However, corporate donations are not eligible for Gift Aid.
Companies may also receive Corporation Tax relief when donating land, buildings, or qualifying shares to charity, or when selling them to a charity for less than their market value. This can provide a tax-efficient way for businesses to support charitable causes while making use of company assets.
Start Building Your Clients’ Legacy Today
Whether you are considering a family legacy, a personal impact, or a fund to honour a loved one, we’re here to help you make philanthropy a powerful part of their financial journey.
Contact us to explore how we can help tailor giving solutions to meet your own goals.