Philanthropy & charitable giving

Protecting your future services

Philanthropy & charitable giving

Make a difference

Taking a more structured and strategic approach to charitable giving is often a great way to make a difference. Philanthropy helps to achieve a focused way to giving and can really make a difference to causes that mean something to you and your business.
It can even address the root cause of the problem, ensuring you achieve the positive impact your desire. 

How we help

There are many different ways you can give back, including setting up charitable trusts and foundations or simply leaving a charitable donation in your will. Knowing which is best for you and your business or individual circumstances is an important step. 

If undertaking a philanthropic initiative it should be carefully planned and executed. We can help you to understand the key issues and guide your strategy to help meet your needs. Advising on the tax, financial and legal requirements and the different approaches and set-ups. 

Many clients use charitable giving and philanthropy as part of their social responsibility strategy and a desire to give back. 

As things change, your goals and support may also change too. We can help review and evaluate your charitable strategy and approach to ensure you stay focused on your key ambitions.

What we can do

  • Analyse your current and future charity strategies 
  • Advise on setting up charitable trusts & foundations  
  • Advise on leaving a charitable legacy witihin your will
  • Charity accounts & taxation
  • Charity audits & independent examinations
  • Independent trustee service
  • Trust registration
  • Ongoing support via a dedicated account manager 

Our experienced accountancy team are here to offer advice, support and ways of setting up and planning for your philanthropy & charitable requirements. We will advise on the most tax efficient ways to give to charity including gift aid tax relief, charity donation tax deductions and corporation tax relief on charitable donations.

We work closely with individuals across the UK or locally from our offices in Wilmslow, Cheshire and Holmfirth, West Yorkshire.

Get in touch to see how we can help achieve your goals.