Helping you shape a better future
Giving with purpose – and impact
We believe wealth isn’t just about what you accumulate - it’s about what you choose to give back.
Philanthropy offers a powerful way to create a lasting impact for the causes you care about. But this strategy doesn’t exist in a silo.
We’ll ensure your giving fits seamlessly alongside your family and estate planning, as well as your wider long-term financial goals.
Personalised, purposeful philanthropy
Whether you’re just beginning your philanthropic journey or looking to refine an established strategy, we’re here to guide you at every step. At Finura, we recognise that no two donors are the same.
That’s why our approach is highly personal – thoughtfully aligning your giving with your unique values, goals, and way of life.
Maximise your impact – and tax efficiency
Smart charitable giving can deliver significant financial advantages. We help you access available tax reliefs while supporting the causes you care about.
Some of the tax-efficient strategies we support include:
- Gift Aid and direct donations – Simple, effective, and claimable by higher-rate taxpayers
- Donor-Advised Funds (DAFs) – Flexible giving with upfront tax relief
- Gifting shares or investments – Minimise Capital Gains Tax
- Charitable trusts and legacy planning – Extend your impact across generations
Philanthropy FAQs
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. For guidance, seek professional advice. The Financial Conduct Authority does not regulate estate planning or tax planning.