Philanthropy
Tailored philanthropic services helping families build a lasting charitable legacy — from Donor Advised Funds and ESG investing to charity trusteeship, Foundation governance and next generation giving programmes.
Families with philanthropic ambitions, entrepreneurs seeking to establish a giving legacy, those wanting to align investment portfolios with values, and families looking to involve the next generation in meaningful charitable giving.
Our philanthropy services
Expert advice on establishing and managing DAFs — flexible, tax-efficient charitable giving with immediate Gift Aid benefit, allowing clients to give in a structured and effective manner.
Establishment, registration and administration of charitable trusts and charitable companies — providing independent, experienced trusteeship to support effective governance of your charitable foundation.
Strategic advice on grant-making, cause selection and giving governance, alongside full administrative support including regulatory compliance, tax returns, annual accounts and Gift Aid submissions.
Guidance on structuring ethical investment portfolios that align with client values — integrating environmental, social and governance considerations without sacrificing financial return objectives.
Advisory services for investments generating financial returns while creating measurable positive social and environmental outcomes — bridging the gap between portfolio and philanthropic goals.
Engaging the next generation in philanthropy through structured giving programmes and family governance constitutions that instil philanthropic values and prepare younger family members for responsible stewardship.
Full charity administration support including Charity Commission annual returns, Companies House accounts and confirmation statements, corporation tax returns, annual accounts preparation, Gift Aid returns and independent examiner services.
Our approach
We help you define your philanthropic vision — values, causes, geography and the lasting legacy you want to build across generations.
We establish the right vehicle — DAF, charitable foundation or charitable trust — and handle all legal, regulatory and tax aspects of setup.
We support your grant-making and giving — identifying causes, due diligence on charities, Gift Aid claims, impact measurement and reporting.
We help your philanthropy grow and evolve across generations — engaging family members and building shared values that transcend the individual.