Tax Efficient GivingThis is an area which most financial advisers do not cover as part of the financial planning process. However, at Trinity Wealth Management, we passionately believe that this area, can in fact, have the biggest impact on our clients lives, and the lives of the recipients.
The Government offer a great deal of incentives to encourage us to give and we wish to make use of them for our clients and the recipients.
The areas where we can help you are
- Charitable giving through income
- Charitable giving through Investments
- Charitable giving through Deeds of variation
- Charitable giving through your company
- The use of clearing trusts
- The use of giving through your Will
- The setting up of Charitable Trust
- Mitigating Capital Gains Tax
- Giving to non- charitable areas i.e. Individuals, good causes but not a charity and get tax relief
- Claiming back tax relief on your gift
If you would like us to help with your giving in a tax efficient manner then please click 'Contact Us' below and complete the response form.
Trinity Wealth Management Limited,
is an independent financial advisor, St Albans,
and an appointed representative of Financial Professional Limited
which is authorised and regulated by the Financial Services Authority.
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