Giving back to society is important for many of us. Whether we choose to do this in our lifetime through charitable gifts, setting up a charitable enterprise, volunteering or gifting expertise, or through a legacy after we’re gone.
Our charity and philanthropy solicitors can help you define the goals that feel right for you, your family and your business, and advise you on how to actualise these through giving and legacy planning.
– Pure charity law specialists
– tax advice for individual and corporate donations
– cross border and non-domiciliary tax advice
– corporate advice for charitable organisations
– guidance for trustees
– privacy and media advice for philanthropists.
The right approach for you
Our philanthropy solicitors will take the time to get to know you and your cause. We work with partners to help you give to charities in either the local community, national causes or with cross border donations, using a hands-on or hands-off approach depending on what suits your philanthropic strategy.
The taxation reliefs available on charitable giving are of benefit to the receiving charity through Gift Aid but can also benefit individuals and companies in terms of reliefs on income tax, IHT, CGT and corporation tax. Our advice will of course take into account taxation matters to make sure everyone is achieving the best results from your generosity. We also advise non-domiciled residents to the UK on giving to UK charities and advise charities on the best way to receive such donations.
It may be you are very happy to be seen publicly supporting good causes or that you prefer to remain anonymous in your donations. In each set of circumstances our privacy specialists can make sure your needs are looked after.
Setting up your own charity or foundation
We’ve helped many clients, who have recently sold their business, to use their new wealth to help the causes they are passionate about. If you would like to be more involved in philanthropic work and are considering setting up a charitable organisation, our charity law experts can advise you on the right charity structure to achieve the results you envisage. Whether this is a trust, foundation or Charitable Incorporated Organisation, our team can advise from point of incorporation to day-to-day operation, and advise on trustee and governance matters too.
Connecting you to the right people
As well as advising you on tax and estate planning issues or setting up your own charitable organisation, we can also put you in touch with a variety of organisations that will allow you to shape and carry out your philanthropic goals. This may be an introduction to a specialist wealth adviser; an investment manager to explore investing ethically or a specialist in assessing the impact of your work or making impact investments. Or, if you are new to philanthropy, we have links to community foundations and giving circles, and can offer advice on your overall giving strategy.
Our own CSR values
As a firm, corporate social responsibility is very important to our business and our standing in the communities we work in so we understand why our clients feel the same. Each of our offices have a dedicated charity which is nominated by staff and some teams give further support to charities that are close to the hearts of the clients they support such as Mesothelioma UK and CRPS UK. Our staff are given paid volunteering days to spend helping a charity of their choice and we also support the local Community Foundations in the areas we operate in with our own fund.
Donation of company shares – tax advice
The team advised a business owner on the most tax efficient way of donating his company’s shares to a charity in order to minimise CGT for the individual and allowing the charity to maximise its received donation value. The individual was also able to benefit from the positive effect this transaction had on their personal income tax allowance.
Legacy donations – tax and objective advice
The team advised a married couple with no descendants in their late 70s on a legacy donation. Samantha helped them define the areas of charity that were important to them and what they hoped their donation would achieve. She worked with local community foundation to plan how their donation would achieve maximum benefit for foundation and the charities it supports.
Charity in memory of son – Charitable structure advice
We advised our clients on the best charitable structure for a charity to help them raise funds and support causes in memory of their son who died suddenly. We advised our clients at a very sensitive time when it was difficult to be sure of all the activities they envisaged carrying out.
Educational and music charity – Charity structure and objective advice
We advised a businessman, who wished to set up an educational arts project, on the appropriate corporate structure and created and registered the charity with Companies House and the Charity Commission. Careful drafting of its objects was required in order to fully reflect the aims the founder had to establish a highly diverse and collaborative educational project.
Children’s charity – trustee and commercial property advice
Our client required ongoing advice which included a complex lease query to the Trustees on their legal position regarding the lease, enabling them to make an informed decision on how to proceed. We also advised on the possibility of acquiring a new site.