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

Partners

Gary Pick
Partner & Head of Private Client Services Group
Private Client
Poole
01202 339032
0779 381 6843
Private Client
Elizabeth Webbe
Partner
Private Client
Salisbury
01722 426943
07917 710 919
Private Client

Associates

Mihiri Gajraj
Senior Associate & Head of Private Client Southampton
Private Client
Southampton
023 8082 0544
Private Client
James Hammersley
Senior Associate & Head of Private Client Salisbury
Private Client
Salisbury
01722 426952
07467 943446
Private Client
Sarah Richards
Associate and Head of Private Client Poole
Private Client
Poole
01202 339025
Private Client
Martha Swann
Associate
Private Client
Poole
01202 339013
Private Client

Solicitors

Holly Algar
Associate
Private Client
Southampton
023 8082 0515
Private Client
Derek Bryer
Solicitor
Private Client
Salisbury
01722 426912
Private Client
Gary Cox
Consultant
Private Client
Poole
01202 339049
0782 601 9764
Private Client
Laura Stone
Solicitor
Private Client
Poole
01202 339038
Private Client

Chartered Legal Executives

Jenny Shucksmith
Chartered Legal Executive
Private Client
Salisbury
01722 426973
Private Client

Tax Advisor

Paula Arnold
Trusts & Tax Practitioner
Private Client
Poole
01202 339039
Private Client

Paralegals

Rachel Kent
Paralegal
Private Client
Salisbury
01722 426991
Private Client
Jodie Sainsbury
Paralegal
Private Client
Salisbury
01722 426970
Private Client

Trainee Solicitors

Arcadius Gregory
Trainee Solicitor
Private Client
Poole
01202 338555
Private Client

Legal Secretaries

Sarah Adams
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Jane Bilton
Legal Secretary
Private Client
Salisbury
01722 426907
Private Client
Karen Carter
Legal Secretary
Private Client
Southampton
023 8082 0452
Private Client
Sarah Cobb
Legal Secretary
Private Client
Poole
01202 338558
Private Client
Jane Fielding
Legal Secretary
Private Client
Poole
01202 339006
Private Client
Rachael Francis
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Ali Malone
Legal Secretary
Private Client
Salisbury
01722 426972
Private Client
Sandra Ross
Legal Secretary
Private Client
Poole
01202 339040
Private Client
Hayley Stack
Legal Secretary
Private Client
Poole
01202 339004
Private Client
Sonja Vine
Legal Secretary
Private Client
Poole
01202 339036
Private Client

General Staff

Helen Glatter
Chartered Accountant
Private Client
Poole
01202 339041
Private Client

Office Administrators

Kristine Neilande
Administrative Assistant
Private Client
Poole
01202 339046
Private Client
Emily Thompson
Administrative Assistant
Private Client
Salisbury
01722 426982
Private Client