Work with us to help your clients support local causes and communities that are important to them.

We can support you to make your clients’ charitable giving easy and rewarding, whilst supporting their financial planning goals. We work with solicitors, accountants, financial advisers, and wealth managers to provide flexible options to suit clients’ wishes.

Whether their gift relates to the sale of a business, is for tax purposes or estate planning, we offer advice and support tailored to each client’s unique circumstances.

We can support your clients with:

Please get in touch for a confidential discussion on how we can support your client

Headshot of Michelle Longman against a checked white and orange curtain.

Michelle Longman | Head of Philanthropy

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