Revitalising charitable trusts

We work with trustees of existing charitable trusts to provide advice and guidance on succession planning. There are many reasons people decide to transfer a trust to us. Whether it’s to better achieve the charitable objectives of the trust, enhance the impact of grants, or support trustees in their retirement, we are here to breathe new life into your trust.

When you transfer your trust to us, you can be rest assured that the intended original giving purpose is maintained. You have the flexibility to be involved in funding decisions as much or as little as you like, while we take on the management, leaving you free to focus on the positive outcomes of grants made.

How it works

The process to transfer a trust to us is straightforward and we will work with you and the Charity Commission to approve the trust transfer. If you’re considering the future of an existing trust, and would like some advice and support, please get in touch.

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