Charitable Trusts

Learn how charitable trusts allow you to support causes whilst managing tax and legacy planning.

Advantages of Charitable Trusts

Set up a charitable trust to give to causes you care about while getting tax breaks on donations and investment income.

Appealing for Funds

Charitable trusts must follow legal rules when raising funds, including having a defined beneficiary and using donations only for stated purposes.

Charitable vs. Non-Charitable Trusts

See how charitable and non-charitable trusts differ in tax treatment and legal status under British law.

Checklist: Is a Charitable Trust Right for Us?

Work out if a charitable trust suits your organisation with this practical checklist of key qualifying requirements.

Establishing a Charitable Trust

Set up a charitable trust with a trust deed to donate tax-efficiently and manage your charitable giving properly.

Recent Legal Reform

The 2006 Charities Act reformed UK charity law by defining charitable purposes and introducing public benefit requirements for organisations.

Rules on Character

Charitable trusts must serve the public benefit and meet specific legal purposes defined in the Charities Act 2006.

Tax Effectiveness

Charitable trusts can reduce your tax bill through Gift Aid and exemptions on assets you transfer into them.

Top Tips for Deciding on Suitable Beneficiaries

Help trustees choose the right beneficiaries for charitable trust funding without overcommitting resources.

What Are the Alternatives to a Charitable Trust?

If you're setting up a charity, you have options beyond a trust, here's what else you can choose.

What is a Charitable Trust?

A charitable trust lets you give to charity in a tax-efficient way while keeping control of how your money is used.