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Professional Advisers Information
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To assist lawyers, accountants and financial advisers in meeting their clients wishes to support their local community, the Berkshire Community Foundation has published a Professional Advisers Pack, which can be obtained by ringing Robin Draper on 0118 930 3021.
If you have a client who is thinking of setting up an Independent Charitable Trust, it may be possible to suggest that they might look at setting up a Named Fund in the Community Foundation. Further details... Equally if they are seeking to leave a legacy to support their local community, or to make a tax efficient donation it could be beneficial to introduce them to the Community Foundation. Further details... Some shareholders might also like to minimise their Capital Gains liability, whilst reducing their income tax by Gifting Shares or indeed Property to the Community Foundation. Further details... For more information or to discuss these possibilities ring Robin Draper on 0118 930 3021.
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