Giving back: Charitable Giving

The traditional model of charitable giving is changing. How can you help solve problems and make a real impact through donations or philanthropic giving? How can you maximise this help through tax relief on charitable donations and philanthropy tax breaks?

Charitable donors are often looking to solve problems and make a real financial impact. Whether you are considering establishing a charitable trust during your lifetime, or making provisions for a legacy after your death, our Philanthropy Service can help ensure your charitable giving is both effective and rewarding.

Our aim is to increase the awareness of philanthropy and to help you understand how you can most effectively and efficiently support the causes and communities you believe in. We can help you define and refine your goals and develop an effective strategy, to measure the impact of your giving.

Our services

We believe your gifting experience should be rewarding and should evolve to keep pace with growth in your ambition and generosity. In conjunction with the Charities Aid Foundation, we can offer referrals to experts covering trust** arrangements and long-term gifting strategy, legacy arrangements for Wills***, offshore facilities for individuals who are UK residents domiciled outside the UK, and investment facilities for charitable organisations and social enterprises.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.

Support at all stages of life

You can begin charitable giving  at any stage in your life journey.

Starting your financial journey

Growing your wealth

Owning your business

Protecting your wealth



“We worked together to maximise my wealth to benefit my family and myself. I am impressed with their responsiveness and regular contact, which ensures that I do not miss out on opportunities relevant to my circumstances.”

Partner, Deloitte

“The advice I receive from Morrinson Wealth is always clear, relevant and consistent, helping me to understand how I can adapt in line with my career development and the ever-changing market environment.”

MD & Partner, Accenture

“Getting the best out of your money is often a daunting test to approach, especially when balancing work and life priorities. The Morrinson Wealth team have really helped me to define a strategy with clear actions.”

Product Strategy Leader, EMEA at Oracle

**Trusts are not regulated by the Financial Conduct Authority.

***Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place and along with Trusts not regulated by the Financial Conduct Authority.

Contact us

Book a call with one of our experts today and take the first step towards establishing and achieving your financial goals.