Philanthropy and Charitable Giving

When you want to give to the charities and causes that are close to your heart, we’ll help make sure your generosity is effective and rewarding.

By working closely with the St. James’s Place Philanthropy Service and the Charities Aid Foundation (CAF), we play our part in ensuring your philanthropic giving supports the causes and communities you believe in. Giving to these causes is one of the most generous moves you can make, but it’s important to also do it in a way that makes sense for the receiving organisation and for you.

In this context, we’ll guide you through the whole process and facilitate your philanthropic and charitable giving in the most tax-efficient manner, with dedicated experts available to give you all the advice and support you need. From thinking about your goals and putting together the right strategy to making sure your money is making a real difference and generating results, our expert insight will help put your money to work.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.