Charities

As a charity, you may be aware that you can claim a number of tax reliefs. So it’s important to know what you might be eligible for, since no two charities are exactly the same.

We take the time to make sure we fully understand your individual charity’s current financial position, your aims and your future goals, before we put together a bespoke financial strategy and detailed plan. We believe that the best advice is given in the context of face-to-face meetings, where we can both get to know and trust each other.

The financial planning and advice We provide will be robust enough to protect the finances of your charity, but flexible enough to change with you, as your needs change over time.

We will also meet regularly to review your plan, and We will attend trustee meetings, as and when you need us to.

Any funds that the Charitable Trust invests will benefit from the distinctive investment management approach of St. James's Place. 

What Are the Tax Benefits?

Did you know that: 

  • Your donors can reclaim tax on their donations 
  • Charities are exempt from Capital Gain Tax, Income Tax, Corporation Tax and Inheritance Tax 
  • Smaller trusts do not have to register for VAT 

How are Annual Reporting requirements fulfilled? 

The Charity Commission states that all charities must file an annual formal report and accounts. As you may already know, this can be complex and quite time-consuming. We can arrange for an external expert to help you,  whose services will be separate and distinct from those provided by SJP.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you initially invested. 

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the specialist advice services we offer around financial planning for charities, please get in touch.