We’d love to work with you and your clients to support smooth and rewarding giving which aligns with their financial planning goals.
Partnership with the Foundation enhances your service offering, and enables you to make the most of our expertise and links with local communities and charitable groups. Whether you’re a lawyer, wealth manager, financial planner, investment adviser, accountant or bank representative, allow us to provide flexible options for local giving, all in the most tax efficient manner of course.
Whether your client wants to leave a legacy or gift in a will, transfer the running of a charity or foundation, or set up a personal fund, we can help.
