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We are excited to launch our video series, which will focus on connecting wealth with purpose.
Earlier this year we sat down with Natalie Cargill, Founder and CEO of Longview Philanthropy for a 30 minute deep-dive into philanthropic giving. In this snippet Natalie explains the two main types of roadblocks that clients face and how to overcome them.
We hope you enjoy watching, and would be delighted to hear about your experience.
This insight is for information purposes and does not constitute financial advice, which should be based on your individual circumstances. The value of investments may go down as well as up and you may get back less than you invest. Past performance is not a reliable indicator of future performance. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances. Please note that the Financial Conduct Authority (FCA) does not regulate some aspects of cash flow, estate or tax planning or trust advice.