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When considering charitable causes, forming a charity trust allows you to place assets intended for succession planning and to have them benefit both your loved ones and your preferred charity efforts at the same time.

You may also choose to focus only on charitable efforts and structure your trust, and its objectives, accordingly.

A charitable trust offers many tax benefits and provides more flexibility for trustees to invest the trust’s assets than a charitable organisation.

As well as your specific asset portfoliom, we take time to understand your personal motivation for your charitable efforts. We then recommend the most appropriate charitable trust structure and jurisdiction to achieve your goals.

 

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