If you are a higher rate tax payer the most tax efficient way to support Trinity Hospice is by giving shares.

You can claim the higher rate tax relief of 40% against the value of the gift and any increase in the value of the shares while you held them is not liable for Capital Gains Tax (CGT). This is because you are not liable for CGT or Corporation Tax on capital gains when you make a gift of assets, such as land or stocks and shares, to charity.

Want to find out more?

It’s really not as complicated as it sounds. If you would like to have a chat, please give us a call on 020 7787 1086 or email fundraising@trinityhospice.org.uk

For more information on how this works Her Majesty’s Revenue and Customs (HMRC) have some clear examples on their website.

Of course, an independent financial advisor is always the best person to consult about your personal tax affairs.