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Give shares and receive tax relief

The Giving Campaign is urging IFAs to tell clients how they can make charitable donations on a tax-efficient basis.

New NOP research indicates that a quarter of financial advisers are consulting clients on charitable donations, up from 18 per cent in 2001. But only 29 per cent are discussing share giving. The campaign says share giving and charity financial products are two market opportunities where people can get the maximum from charitable giving.

Share giving offers the most generous tax relief to donors. Contributions of shares to charity entitle the donor to full income and capital gains tax relief.

Around £150m in shares is donated by higher-rate taxpayers each year, bringing £60m in tax relief for donors.

Respondents to the survey claimed one of the barriers preventing them from giving advice on charitable donations is a lack of suitable financial products.


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