Guidance for financial advisers
As more and more people seek advice on the best ways
to give – and how to get associated tax breaks – you can turn to us
for specialist know-how and services.
Making the most of tax incentives
Donations can be boosted by up to 28% in reclaimed tax with
Gift Aid
, and higher rate tax payers can also claim back 18%
in personal tax relief.
Donating
shares, land or personal assets can be an efficient way to
give – potentially allowing your client to claim a double tax
break.
Dual tax payers paying tax in both the UK and US
can claim tax relief in both countries.
Planned giving
The CAF Charity Account is the most flexible way for
your clients to give to charity regularly. It’s easy to give
online, by phone, post, standing order and anonymously.
Payroll giving is an ultra-convenient way for clients – be they
individuals or companies – to offer regular support to
their favourite charities.
A CAF Trust or charitable foundation could suit your
clients’ needs – providing a long-term source of income for the
causes they care about.
Many people would like to leave a legacy to charity – we can
help make this flexible and convenient.
One-off gifts
Our Gift Aid Charity Vouchers offer your
clients an innovative way to make sure their small gifts to charity
boxes and collections are tax efficient – because we’ve already
claimed the tax back for them, and included it in the value of the
voucher (minus a small deduction for administration).
And there’s no easier way for your client to make spur of the
moment donations than by giving through a credit or
debit card.
For further expert advice, please
complete our enquiry form or call us on
03000 123 028.