A growing theme amongst our clients is a desire to ‘make a difference’. Not just in ensuring that their money is invested in line with their personal values, but also in formalising approaches to sharing their good fortune with others.

We can help you to establish and run a formal charitable structure, into which you can transfer cash or assets in an extremely tax efficient manner and from which money may be passed to good causes nominated by you. You may choose to do this whilst being identified as the donor, or you may wish to remain anonymous.

You can be as actively involved as you wish, or you can even delegate the role of identifying beneficiaries and making distributions to those who can seek out the greatest need for you. All in the knowledge that the job of establishing and running the charitable structure is fully taken care of.

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William Kenyon & Sons Video

Piers Kenyon, Director of William Kenyon & Sons and a trustee of the Group Pension scheme discusses the history...

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Climate Change in a Covid-19 World

How climate change risks sliding down the political agenda due to COVID-19 and what investors can do about it.

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We’re available by phone and email, but most of all in person to provide expert advice and assistance.

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