Philanthropy & charitable giving

There are many reasons why you may wish to support a worthwhile course, either in your lifetime or by your Will. Philanthropy also attracts tax incentives which, combined with a desire to give back to society, can make it a desirable proposition for you.

 Our experienced team of lawyers can advise you on the legal and financial implications of the different ways you can support a charity including advising you on how best to meet your aspirations either through an existing charitable entity or establishing a charitable trust. We can also advise on the Chancellor of the Exchequer’s proposals to encourage charitable giving including the reduced rate of inheritance tax as well as gift aid and income tax relief.

 Many of our partners are trustees themselves of local charitable organisations and are able to bring to the advice given their breath of experience of the subject.

Working with you and your family we will advise on:

  • The most suitable vehicle to meet your charitable aspirations
  • How to maximise the tax efficiency of any proposed charitable donation
  • Leaving bequests in your Will
  • Establishing a charitable trust
  • Advising on charitable trust law and the roles and responsibilities of trustees

Case studies

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Advising a family who had inherited a substantial number of works of art of an artist of national importance on the most tax effective way to bequeath these items to a charity and also ensuring that they are exhibited regularly in Cornwall. We assisted in...
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Advising a family in Oxford on the setting up of a charitable trust for the promotion of public health. The clients wished to make a large donation to the charity which could then be used to enable a local hospital to rent a substantial piece of medical...
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Working with a number of National Charities to promote charitable giving including advising them on recent changes to taxation to encourage charitable giving, drafting appropriate text for their website on legal issues surrounding charitable giving and...

Meet the team

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