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:

  • identify which giving option works best for you and will meet your giving aims
  • understand the local and UK tax implications of donating to causes outside the UK
  • set up and fund a Charitable Foundation or Trust for long-term philanthropy planning
  • plan your Gift Aid donations to ensure the charity benefits from the tax reliefs available, thereby enhancing the value of your donation
  • consider tax reliefs available for non-cash gifts with a particular focus of gifts of investments and land & property
  • incorporate your philanthropic aims into family wealth succession planning
  • add tax-efficient legacies into your Will.

Inheritance Tax calculator

Our IHT calculator will help establish the potential inheritance tax liabilities of your estate.

Estimate the value of your estate

Contact us

Rebecca Durrant
Rebecca Durrant
National Head of Private Clients, Manchester