Many wealthy individuals and families are increasingly looking for ways to use that wealth to make a positive difference to society. This can take the form of adopting an investment strategy focusing on the Ethical, Social and Governance (ESG) credentials of the companies in which investments are made or through developing a strategic approach to philanthropy.
But selecting the best way to give can be complex, often making it difficult to measure and achieve giving aspirations. Our Private Clients philanthropy team can advise clients on the route (or routes) most suitable and tax-efficient to achieve the most effective giving to the causes you care about.
We can help you:
Our IHT calculator will help establish the potential inheritance tax liabilities of your estate.
Estimate the value of your estate