Philanthropy planning 

Many successful individuals choose to use their wealth for the benefit of others. The most appropriate way to do this is often via planned philanthropy. Clarion Wealth Planning Limited can help with this and advise you 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.

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

  • Charitable donations
  • Legacies
  • Establishing charitable trusts and foundations
  • Advice on the operation of grant-making bodies

Good philanthropy planning can both maximise the amount available the causes that you support and legitimately help to mitigate your tax position and reduce your Inheritance Tax bill. To find out more about using your wealth to make a difference to the world click here to send an email or call our expert team on 01565 653804.

Related Items

Enquire about becoming a client

Please click below for details of how to get in touch with Clarion and enquire about becoming a client.

Trusts

From providing for those who cannot manage their own affairs to minimising inheritance tax and controlling who benefits from an estate, trusts are established for many reasons. All, however, require proper management.

Clarion Welsby Family Foundation

The Clarion Welsby Family Foundation is a charitable trust that supports good causes and community projects, focused mainly on the North West of England.