IFAs create the UK's first 'planned giving' products

A growing number of IFAs are developing their own version of the multi-million dollar US 'planned giving' market which allows high net worth investors to save for the future but give some of it to charity. Companies such as The Ward Consultancy and Holden Meehan are creating new forms of socially responsible tax-efficient savings vehicles - with the help of the Giving Campaign - which allow investors to save for the long-term and use changes to charity tax relief to donate money to good causes. Only a few days ago, Ward Consultancy launched its first planned giving product called ...