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Help others benefit from your wealth and leave a legacy that will make the world a better place.


For many successful individuals who have accumulated significant wealth, their attentions turn to giving something back. Using wealth for the benefit of others is now one of the key financial planning priorities for an increasing number of our clients. The most appropriate way to do this is often via planned philanthropy.

Good philanthropy planning can both maximise the amount available to the causes that you support as well as legitimately helping to mitigate your tax position and reduce your inheritance tax liability. We can provide advice on the most effective ways to support the causes about which you are most passionate both during your lifetime and as part of your legacy.

Before we advise on any philanthropic activity, we ensure that you have sufficient capital to meet your lifetime goals via our financial planning services. Once we can demonstrate that you have sufficient capital available via your existing savings, investments and future earnings to meet your expected lifetime costs, we can provide detailed advice on how any surplus could be used for charitable giving and philanthropy.

We can help with all of the following elements of philanthropy:

  • Philanthropy strategy
  • Tax-efficient donations of cash and assets to charitable causes
  • Establishment and administration of charitable trusts and foundations
  • Creation and ongoing management of ‘Donor Advised Funds’
  • Charitable legacy planning

Typically, philanthropy is an ongoing activity and we’re on hand to help you measure the effectiveness of your donations and other charitable activities. Philanthropic return is not measured in pounds and pence but by the opportunities that your donation extends to those less fortunate than yourself.

Some of the Questions We Can Help Address

We can help answer any questions you may have in relation to philanthropy. Questions such as:

How much can I afford to give?

Which projects or charities should I support?

How do I set up a charitable trust?

What philanthropic projects can I get involved with in my local area?

Which of my investments should I use to give to charity?

What are the tax implications of my philanthropy?

How do I know my gifts are being used effectively?

How do I give anonymously?

How do I meet with other philanthropists in a similar position to me?

What then is the best way to structure a philanthropic gift?

Your wealth can help transform lives

Whichever causes you feel most passionate about, your wealth can help make the world a better place. An effective, affordable philanthropy plan will help you help others in the most effective way.

Did you know… philanthropy and charitable giving is continuing to rise across the world

For the third year in a row, the BNP Paribas Individual Philanthropy Index, based on a survey of 400 individual philanthropists worldwide, increased. The index, which measures the amount of giving, innovation in philanthropic approaches and promotion of causes and organisations, has shown an increase over the past year, as well as an overall upward trend over three years. Another survey suggested that charitable giving is likely to rise by around 5% a year as more and more people give more to charitable causes and set up philanthropic projects.

Source: BNP Paribas Individual Philanthropy Index, 2015 and The Philanthropy Outlook, Indiana University Lilly Family School of Philanthropy, 2015

Understanding Philanthropy Today

Top Philanthropic Causes

  • Health 65% 65%
  • Environment 52% 52%
  • Education 44% 44%
  • Social change, diversity & inclusion 42% 42%
  • Preserving cultural/national heritage 33% 33%

Top Philanthropic Motivations

  • Sense of duty 52% 52%
  • Desire to give back to society 49% 49%
  • Altruistic desire to help others 46% 46%
  • Religious faith 40% 40%
  • Personal experience with philanthropic area of focus 38% 38%

Top Philanthropic Resources

  • Family/relatives 51% 51%
  • Philanthropy advisers 39% 39%
  • External experts in the area of focus 37% 37%
  • Peer exchanges 26% 26%
  • Private banks 22% 22%
Source: BNP Paribas Individual Philanthropy Index, 2015

The Key Benefits

Our philanthropy services will help others benefit from your wealth and ensure you leave a legacy that will make the world a better place.  Here are just a few of the main benefits you will enjoy:


Know that your philanthropy is affordable


Understand how your philanthropy will affect your tax position


Know your money is being used efficiently and you are able to monitor its effectiveness


Establish the charitable legacy that you desire


Have an detailed philanthropy strategy so you are giving in the most efficient way


Use the most appropriate investments to provide your philanthropic donations

 “ What we do for ourselves dies with us. What we do for others and the world remains and is immortal. ”

Albert Pike

Learn More About Philanthropy

Find out our philanthropy services charges.

If you have further questions about our philanthropy services, please see our FAQ.

Ready to go? Get started today.

Interested? Book an introductory meeting

Schedule a 15-minute phone call or virtual online meeting with a NorthStar financial planner today. Book online in 60 seconds flat, call us free on 0800 6906 247 or contact us to schedule the best time.

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