Financial solutions for charities and trusts
Providing you with a bespoke, comprehensive financial plan to help you achieve your goals and aspirations.
We recognise that charities have unique requirements, and manage charitable funds for a wide range of organisations.
Apollo Private Wealth provides investment strategies that are tailored to a charity’s requirements. This is based on a complete understanding of their income, total return and attitude towards risk after the initial consultation.
We create a bespoke portfolio designed to meet the specific needs and objectives of the charity. We can then adapt the investment strategy, in response to any changes to requirements over time. We provide regular reporting and can attend trustee meetings, meaning you always know how your investments are doing.
Any funds that the Charitable Trust invests will benefit from the distinctive investment management approach of St. James’s Place and ongoing monitoring undertaken by the St. James’s Place Investment Committee in conjunction with other independent consultants.
- Donors can reclaim tax on the value of their donations
- Charities are exempt from Capital Gains Tax, Income Tax, Corporation Tax and Inheritance Tax
- Smaller trusts do not have to register for VAT
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
How are annual reporting requirements fulfilled?
The Charity Commission requires an annual formal report and accounts to be filed by charities. This can be a complex and time consuming activity, but we can share this responsibility with you in conjunction with a number of external experts.
Seeking a tailored financial strategy?
Schedule a consultation with one of our experienced advisers to comprehensively assess and map out your specific financial requirements.
This personalised meeting is an opportunity to delve into your unique financial situation, discuss your goals, and develop a tailored strategy that aligns precisely with what you need for achieving your long-term financial aspirations.
