We invite you as Professional Advisors to partner with us to help your clients make their charitable giving easy and rewarding, while supporting their financial planning goals. We work with solicitors, accountants, financial advisors and wealth managers to provide flexible options to suit your clients’ wishes.
We know that every one of your clients is individual and their circumstances and requirements will be different. Whether it is related to the sale of a business, for tax purposes or estate planning, we are here to help and always welcome a conversation to talk through ideas or scenarios.
Here are ways that we can help:
- Set up a charitable fund during their lifetime
- Donate now or make a one-off charitable gift to support local charities
- Leave a legacy or gift in their will
- Transfer an existing charitable trust to us. We can manage all the administration and financial management, but will ensure that the objects of the trust continue or are updated to meet modern needs, now and in the future
Our Guide to Giving highlights how we work.
If you have any questions or would like to have an initial conversation about how we work, please contact Perry Norton: