Charity & Philanthropy

We deliver solutions to private individuals and companies looking to make charitable donations, set up heritage and family trusts, or looking for wealth and asset preservation.

We offer bespoke, pragmatic lifetime wealth and tax planning strategies and tailored estate plans which will help you mitigate potential inheritance tax liabilities and protect your wealth and assets for future generations.

The team advise on establishing charities and not-for-profit organisations in the UK, including companies limited by guarantee, foundations, social enterprises and charitable incorporated organisations (CIOs). If you are operating as a charity, foundation or a not-for-profit organisation, we have the experience to develop the best approach for you, from purchasing property to helping you navigate the many challenges met by the charity sector.

At Teacher Stern, we guide our clients through the concept of philanthropy, recognising that each client is unique in approach, anonymity and decision-making process.