Trusts and charities

Your charity’s needs are just like any other company’s; you have specific goals to achieve, in line with certain values. As a trustee, you have an obligation to ensure the success of your charity’s financial arrangements; the legal requirements of which can be varied and complex. In order to ensure you can carry out your responsibilities in a way that is tax-efficient, compliant, and in line with legislation and your charity’s goals, you need the help of an expert. Here at Chambers Smith, our holistic and bespoke approach to financial planning means that we work to find the best solutions for your charity. We’ll work with you and your team to create a bespoke, secure plan for the future. Specifically, we can help you to:

• Get the answers you need to the questions you currently have. We’ll have discussions about your current situation, what you’d like to achieve, and where we can help you.
• Analyse your existing financial arrangements and determine if they are best-suited to your charity’s goals
• Recommend bespoke solutions that will enable you to achieve your charity’s goals
• Work with you on an ongoing basis to ensure you avoid bumps in the road and stay on track to achieving your investment goals

You can learn more about our client journey and the steps we take to create a bespoke financial plan for you here.