Philanthropy and Charitable Giving

The St. James's Place Philanthropy Service offers a tailored advisory service through the Charities Aid Foundation (CAF), to help you ensure your philanthropy is effective and rewarding.

My aim is to increase the awareness of philanthropy and to help you understand how you can most effectively and efficiently support the causes and communities you believe in.

I want to help you so you can give easily, at the same time ensuring you receive the best advice.

Drawing on many years of experience, St. James's Place and CAF’s dedicated experts offer advisory services to you at all stages of your philanthropic journey.

Through CAF, the St. James's Place Philanthropy Service can provide access to the CAF account and trust arrangements for charitable giving for UK-resident clients. It can also facilitate tax-efficient giving for US citizens through the American Donor Fund. CAF’s Jersey facility helps non-UK domiciled clients gift offshore without their charitable gifting being affected by the remittance rules.

I believe your gifting experience should be rewarding and should evolve to keep pace with growth in your ambition and generosity. From defining and refining your goals and developing an effective strategy, to measuring the impact of your giving, our insight will help translate ideas into tangible results.

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.

Trusts are not regulated by the Financial Conduct Authority.

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services I offer, please get in touch.