Xentum | Gifts & Philanthropy

Gifts & Philanthropy

Working hard to build your wealth is about more than just personal success.

We’ll help you make gifts to loved ones or good causes now or set aside money for the future as part of your estate planning.

To help you determine how much you can gift without fearing that you may have to sacrifice your lifestyle or run out of money, we’ll help you assess your estate so you can gift freely and tax-efficiently as part of your wider financial plan.

Xentum | Gifts & Philanthropy

Helping you to help others

Gifting your wealth and supporting causes close to your heart needs to be considered as part of your overall financial plan. There are a number of aspects to consider.

  1. 1
    Stage 01

    Gifts & inheritance tax

    As well as helping you share your wealth with those you care about, gifting can reduce your inheritance tax bill. For example, if you leave more than 10% of your estate to charity in your Will, then the rate of inheritance tax charged on your estate will reduce from 40% to 36%.

  2. 2
    Stage 02

    Making an investment gift

    If you’re planning to save a lump sum to give in the future, you may find that it’s best to invest the money and watch it grow until you’re ready to make the gift. We can help you make the right decision about where and how to invest your money.

  3. 3
    Stage 03

    Philanthropy & charitable gifting

    We’ll help you work out the best way for supporting causes close to your heart looking at aspects such as tax-efficiency and the use of schemes like Gift Aid or charitable trusts.

     

You can put your money to work helping others once you have the security of an overall financial plan.

Xentum | Gifts & Philanthropy

Why choose us?

We’ll help you determine how to ensure the people & causes you love can benefit from your wealth, and we’ll do so in the context of your overall financial plan.

Book a meeting with our expert team.

Our Wealth Management Services

As well as arranging your Gifts & Philanthropy we offer a range of additional wealth management services that are tailored to meet your exact needs.  Your financial planner will help you identify which combination of services will help you achieve your goals.

Xentum | Gifts & Philanthropy
Investment Management Services

Ensuring your investment portfolio underpins your priorities & goals.

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Xentum | Gifts & Philanthropy
Pension & Retirement Planning

Helping you prepare for and get the most out of later life.

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Xentum | Gifts & Philanthropy
Inheritance & Estate Planning

Let us help you leave a lasting legacy for those you love.

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Xentum | Gifts & Philanthropy
Life Events

Get clear financial support when you face divorce or bereavement.

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Xentum | Gifts & Philanthropy
Tax Planning

Get proactive support to ensure your affairs are managed tax-efficiently.

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Xentum | Gifts & Philanthropy
Life Cover & Protection

Alleviate anxiety by making sure you and your family are properly protected.

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