Charitable Planning |
You may have philanthropic wishes to fulfil. We can help you play a part in managing your own charitable fund and make sure your support is channelled to the projects or individuals you choose.
We can advise you on the most appropriate structure for your charitable portfolio and the most suitable strategy to meet your aims.
The benefits of proper charitable planning are:
- Charitable donations qualify for tax relief.
- Charitable funds grow tax free.
- You (and your family) can be part of the investment management process.
- You (and your family) can nominate specific charitable projects to support with your donations.
- Costs are kept to a minimum.