We are very fortunate to have a privileged life and so are most of our clients.
There are many tax benefits of giving to charity, such as income tax, capital gains tax and inheritance tax. However, most of our clients, and Pettengell Wealth Management LLP give to charity because they want to make a real difference to people less fortunate than ourselves.
Whilst our vision is to help build and protect our clients wealth, we also believe in putting back into society to help people who are less fortunate than ourselves. As part of our expertise we also have the skill and tools to help our clients either develop their own Charity make charitable legacies, and put in the compliance requirements to protect the charity trustees from risk and comply with regulations. Our Family Office Service Charter builds this in as a standard service.
We also support our own preferred charities and will donate a percentage of our profits to our preferred charities for clients who have no real preference.
Our chosen charities are set out below and have been selected for very personal reasons; please click on the charity to find out more:
The Charitable Foundation is the charitable arm of the St. James’s Place Wealth Management Group.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.