Philanthropy and Charities Advice

Getting the right advice

Many wealthy individuals are looking for new ways to provide resources to charity. Optimising the value your chosen charity receives from your input is key.

How we can help you

As a leading adviser of charities and not for profit organisations, we have all the necessary expertise to advise and assist you in your role as a philanthropist. We can advise you on the most effective ways to ensure your chosen charity receives the maximum benefit from your charitable input. We can do this by providing you with your own dedicated wealth adviser: a highly qualified and experienced professional who will take the time to understand your current financial position and your philanthropic plans for the future. We will then build a tailored strategy to help deliver it.

What we can offer you

We can offer you a comprehensive range of services, each tailored to your requirements. These include:

• Creation of charitable trusts
• Administration and management of charitable trusts
• Advice on tax efficient giving, such as:
• Gift Aid
• Gifts of shares
• Gifts of property
• Payroll giving
• Legacies
• Guidance on an investment structure

What it means for you

Our advice will give you the comfort knowing your substantial philanthropic commitment will deliver the most help to those in need.

Key Contacts

Andrew Shaw
Tel: 020 7556 3807
Email: ashaw@kingstonsmith.co.uk

Financial advice is provided by Kingston Smith Financial Advisers Ltd, an appointed representative of Argentis Financial Management Ltd which is authorised and regulated by the Financial Services Authority (FSA). The FSA does not regulate some forms of buy to lets, commercial mortgages, tax advice, wills, trusts or certain offshore investments.