For those who wish to take a more structured approach to philanthropy, establishing a charity or foundation may be appropriate.
We provide comprehensive support throughout this process, helping you navigate the legal framework and ensuring that your organisation is structured correctly from the outset. This includes advising on the most suitable legal structure, registering with the Charity Commission, and preparing governing documents.
We also support ongoing compliance and governance, ensuring that your foundation operates effectively over time. With our guidance, you can focus on your philanthropic objectives while we manage the legal and regulatory requirements.
We provide comprehensive advice on:
- Choosing the right legal structure for your charity (charitable trust, foundation, or charitable incorporated organisation)
- Registering your charity with the Charity Commission
- Drafting governing documents and policies
- Ensuring ongoing legal compliance and governance
- With our guidance, you can focus on your mission while we handle the legal complexities, helping you create a sustainable and effective charitable legacy.
Contact our Private Wealth Partners at TE Wealth
Or we can call you back at a time of your choice.
Compliance and Tax Benefits
Charitable giving should be a positive and straightforward experience, without unnecessary complexity.
We ensure that all donations are compliant with the relevant legal requirements while helping you take full advantage of available tax reliefs. This may include income tax relief, capital gains tax exemptions or inheritance tax reductions.
Our role is to provide clarity and ensure that your giving is both effective and financially efficient, allowing you to focus on the causes that are important to you.
Wealth Protection Partners
Our Private Wealth partners pride themselves on our inter–generational advice and ability to build long lasting professional relationships with our clients and their families. Our clients trust us to handle their complex affairs and in return we provide a simplified, high quality service.
We’re committed to ensuring your wealth is protected, and your family is provided for long into the future. Sometimes cases can be complex, our Private Wealth partners work hard to ensure you receive straightforward, jargon-free advice.
We want what’s best for you. Whether we work alongside your existing advisors or our panel of trusted experts, we offer a full service.
