Do you want to:

  • Incorporate a philanthropic factor into your Financial Planning?
  • Ensure your giving is arranged in a tax efficient way?
  • Leave a legacy, using charitable giving within your estate planning?

Many of our clients wish to make a difference with their wealth and, in addition to ensuring their investments are geared towards making a social impact, also look to formulate a giving plan so that their generosity is structured in the most tax efficient way.By including charitable giving as part of a clients financial plan, substantial sums have been directed towards charitable organisations which has resulted in the improvement of many lives around the globe.

Other clients desire to leave a legacy and Trinity work with solicitors to incorporate charitable giving into their wills, aiming to ensure as much flexibility as possible is incorporated in the plans to ensure clients can amend which charitable organisations will ultimately benefit.

Christian Financial Planning
Investment Advice and Wealth Management
Wealth Management with a Christian Financial Adviser

The power of testimony

Would you like to get in touch?

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