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Header - Professional Advisors
 

If your clients ask for advice on charitable giving, the Foundation has the expertise to help advise on local charitable causes in Somerset. We work with you to achieve a tailored approach.

There are various ways in which Donors can support their favourite charities and reach a wider range of smaller organisations through a single channel. For example, a client may wish to support a specific home for elderly people but also use our local knowledge to reach a wider range of other organisations helping older people remain independent in their home.

If you would like to now more about the unique service's we can offer then contact: justin.sargent@somersetcf.org.uk

As a registered charity, donations to the Foundation can be gift-aided adding 28% to the value of the donation. Higher-rate taxpayers can also claim back 23% of their donation in their tax returns.

Capital gifts (shares, land, property) may also offer significant tax benefits to donors, enabling them to offset up to 40% of the value of the gift against their income tax bill, while possibly avoiding Capital Gains Tax on the asset as well.

(For more information on tax benefits, please click here)