How philanthropy can enhance wealth planning and tax benefits

Philanthropy allows clients to align their financial planning with their personal values and societal impact goals. Whether through direct donations or setting up charitable funds, clients can strategically support causes they care about while also benefiting from tax reliefs, such as Gift Aid and income tax savings. Moments like selling a family business or planning wealth transfers are pivotal opportunities to discuss philanthropy, allowing clients to reflect on their long-term legacy while supporting meaningful causes. Read the full article to explore how philanthropy can support both...