Do you want to:

  • Incorporate a philanthropic factor into your Financial Planning?
  • Ensure your giving is arranged in a tax efficient way?
  • Use Trinity Ministries Charitable Trust as a conduit for all philanthropic gifts to ease administration?
  • Leave a legacy, using Trinity Ministries Charitable Trust 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. In addition, to streamline the administration of their gifts, our clients use Trinity Ministries Charitable Trust as a clearing trust from which all gifts can then be made. Through the Trust, 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 the Trust into their wills. This provides greater flexibility if they later wish to amend which charitable organisations will ultimately benefit.

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

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Would you like to get in touch?

+44 (0)1727 851123 email us