Professional Advisers

Information for Professional Advisers
Lawyers, accountants and financial advisers can help their clients who wish to support their local community.

If you have a client who is thinking of setting up an Independent Charitable Trust, it may be appropriate to suggest that they consider setting up a Named Fund in the Community Foundation.

For further details on Named Funds click here.

Equally if they are seeking to leave a legacy to support their local community, or to make a tax efficient donation it could be beneficial to introduce them to the Community Foundation.

Some shareholders might also like to minimise their Capital Gains liability, whilst reducing their income tax by Gifting Shares or indeed Property to the Community Foundation.

For more information or to discuss these possibilities please contact us.