WHAT WE DO

Charitable Giving

Having a goal of charitable giving and philanthropy is becoming more common.

The creation of a lifetime cash flow model will allow you to understand if your capital will be adequate to provide you with your desired lifestyle. If you are in a position to consider charitable giving, we will work with you to consolidate this into one place using a donor advised Gift Account. This has the advantage of being tax efficient and is administratively simple, meaning you can enjoy being a benefactor during your lifetime, rather than having to wait to make bequests in your Will. Our advisers will work with you to ensure the causes and organisations you care about will receive the maximum benefit of your gifts.

A SIMPLE CALL COULD CHANGE YOUR FUTURE