How Giving to Charity Can Lower Your Tax Bill

While investors often give generously to charity, many can be unaware how to do so in a tax-efficient way. We outline their options

David Brenchley 15 March, 2019 | 3:34PM

Cash How can savers and investors make the most of their ISA allowance? Read our special report to find out.

The forthcoming intergenerational transfer of wealth is a topic that has been covered many times. Estimates suggest that 25-to-45-year-olds expect to receive more than £1.2 trillion in inheritances within the next three decades.

The question is what this generation will do with such a huge sum. Of course, the fund management industry will be hoping they decide to invest in equities. While that could happen, some consumer education may be needed to encourage it.

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About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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