Philanthropy and charitable donations are a great way for successful people to give something back, to causes or ideals they feel passionately about.
We understand that wealth is often built according to an ethos and a set of values, and a charitable trust can be a great way to ensure that your wealth can leave a lasting impression.
Trusts are legal structures that protect an amount of money. Trustees are appointed to control and distribute the money according to criteria that you specify, and must be adhered to. Some of the reasons trusts are formed include:

Control – trusts can be designed around certain themes or ideals rather than specific organisations. You never know how the governance of an organisation might change over time. Your trustees can be given the latitude to choose the most suitable organisations over time, according to your instructions.
Succession – preventing access to some or all of the money until criteria have been met, especially useful for those who can’t manage funds on their own.
Taxation – It can sometimes be more efficient to hold assets in trust, as trusts have a distinct set of tax bands.
Trust and Taxation Advice is not regulated by the Financial Conduct Authority. Tax treatment is dependent on individual circumstances and may be subject to change in future.
Why choose Temple Row?
The best people
Our team have expertise in all aspects of Wealth Management. We will work hard to protect your wealth and maximise the value you and your family get from it.
Core values
We have a set of values that are present in everything we do. They ensure we put our clients first and provide a transparent service tailored to your individual needs.
WOW Process
Our proprietary process gives us a deep understanding of your personal circumstances and helps us to continually match your goals to your risk and returns.
Relevant insights
Interested?
We’d happily talk through our offering and guide you through putting your assets into a Charitable Trust.