Charities and charitable funds are a complicated area of our business, many charities struggle with the management of their income and we have found that their requirements are often diverse in nature. Our consulting team has learned that generally they are all different and need to be treated like individual clients.
We assist them in developing an investment strategy that meets their individual needs based on a full analysis of their income, total return, and risk management.
We present a unique portfolio produced to meet those requirements and objectives. We can then adjust the investment plan, in response to developing charity obligations over time. We will also provide regular reporting and attend trustee meetings in line with individual requirements.
Tax benefits available include:
- Donor’s taxation benefits.
- Helping the exemption from Capital Gain Tax, Income Tax, Corporation Tax, and Inheritance Tax
- Other local taxation requirements