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Lifetime gifts to charity are important to many of our clients. Often gifts are made in cash, which normally enables the charity to reclaim gift aid, and higher and additional rate taxpayers to receive income tax relief, thereby benefiting both parties. However, many are unaware of the option of gifting investments instead (including quoted shares, unit trusts and open-ended investment companies or OEICs), which can achieve greater tax savings, as explained in our latest special briefing.

Read the full Special Briefing here

 

About The Author

Premal Dattani
Prem has been awarded a BSc in Accounting and Finance from the University of Warwick, followed by an MSc ...
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