At Meaby & Co. we understand that there is no one strategy which fits all when it comes to our clients’ philanthropic desires. How and with whom our clients decide to share their wealth is a personal decision however we are finding for many of our clients their philanthropic strategy is an increasingly important part not only of their lives but of their business and family strategies.
Our team works extensively with our clients to understand the exact aims of their charitable wishes, what is it the client is trying to achieve with their benevolence. Once we have established this important criterion, we can then look to establish the most efficient strategy for achieving the client’s aims while remaining tax efficient and in line with the client’s requirements.
We advise individuals, family offices and corporates with regard to philanthropy and planned giving bringing the right strategy to ensure that the client’s wishes are met, and their ultimate aims achieved.