As our client’s wealth expands we are sometimes asked to assist in the thought process, planning and then structuring of potential charitable giving. We firstly however help our clients to understand how much of their wealth they will need to ring-fence so that they will be secure for the rest of their lives and so that they can provide where appropriate a legacy for their children and beneficiaries.
The amount that any individual wants to gift is very personal to them and can range from a few thousand pounds to something much more substantial. Through careful planning we can help those individuals structure those gifts in the most efficient way for the recipient and also for the donor.
No act of kindness, however small, is ever wasted.
We will work with legal and tax advisers to then assist in the structuring and timing of any potential giving as well as taking into account the level of involvement that our clients require. We can also introduce to organisations that specialise in charitable work should there be no particular cause that is immediately close to them.
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