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.
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.
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%.
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.
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.
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.
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.
Ensuring your investment portfolio underpins your priorities & goals.
Pension & Retirement Planning
Helping you prepare for and get the most out of later life.
Inheritance & Estate Planning
Let us help you leave a lasting legacy for those you love.
Get clear financial support when you face divorce or bereavement.
Get proactive support to ensure your affairs are managed tax-efficiently.
Life Cover & Protection
Alleviate anxiety by making sure you and your family are properly protected.