Charitable Giving

Donor Advised Investment Portfolios that you control

We are able to set up and advise on Donor Advised investment accounts with The Gift Trust. This allows you to monitor and control the investment of your funds alongside your main portfolio, whist receiving the full tax benefit of a charitable contribution. Once gifted into the fund, your investment grow free of tax, and you can choose to donate your money over time as you wish. Watch the video to find out more about The Gift Trust.

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