Organisations

Organisations

Here you will find a list of Philanthropy Impact members (denoted by background colours) as well as resource organisations/umbrella bodies, for example EVPA (with clear backgrounds).

BDB Pitmans LLP
Organisation
The nature and size of their practice allows their specialists in trusts, tax planning, philanthropy, property, employment and matrimonial law to consult freely with one another. As a result, they offer clients the highest standards of advice, combined with personal attention from an individual partner.
 
Many of their partners serve as trustees of family trusts and executors of estates:  frequently acting for families over a number of generations. BDB Pitmans recognise that combining family harmony with the peace of mind that comes from knowing your wealth will be secured for future generations, is the primary concern for many of their clients.
 
The firm also has a large multi-disciplinary team working both with and within the charities sector. Acting for over 450 national and international charities, and a wide range of other civil society organisations and social enterprises, BDB Pitmans deal with all types of charity-related concerns, and have special expertise in particularly complex or unusual matters.
 
BDB Pitmans have an ongoing commitment to achieving the best for our clients and for the sector. The team offer an open, imaginative and common sense approach and have an ability to work with their clients to find the best solutions and legacy firm, Bircham Dyson Bell, was awarded Charity Law Firm of the Year at Citywealth Magic Circle Awards 2018. The prestigious awards showcase and acknowledge the best specialist advisors and managers in the global wealth industry. 
 
BDB Pitmans also have charity and social enterprise specialists in their Real Estate, Intellectual Property, Employment, Commercial and Advisory, Public Law and Public Affairs and Dispute Resolution departments.
 
 
Organisation details
Contact details for this organisation
Contact name:
Simon Weil
Address:

BDB Pitmans LLP
50 Broadway
London SW1H 0BL

 

Telephone:
+44 (0)345 222 9222
BDO Ltd
Organisation

The Private Client team at BDO works both in the UK and internationally, with over 50 Partners and Directors and over 300 full-time professionals. Our client base ranges from high and ultra-high net worth individuals to FTSE 100 companies and international groups. We deliver a comprehensive set of services including asset structuring, succession planning, gifting and will planning, trust services, tax compliance, risk management, family business advisory and family office services.

 We see the importance and impact of Philanthropy through advising our clients on a daily basis. COVID-19 has presented society with challenges none of us could have prepared for. No matter how or what you have given in the past now may be the time for us all to ‘rethink’ our strategy, and the level of our engagement and contributions. Everyone’s reasons for giving are personal, and we seek to advise clients on the benefits of giving that are unique to them and their family, and how to inspire future generations to get involved with family philanthropy.

Organisation details
Contact details for this organisation
Contact name:
Catherine Grum
Address:

BDO UK LLP, 55 Baker Street, London, W1U 7EU

Telephone:
+44 (0) 203 434 3071
Bates Wells
Organisation

Bates Wells is a truly purpose-driven law firm and was the first UK law firm to certify as a B Corp. This means we consider the impact of our business decisions on our people, clients, suppliers, community, and the environment. With the UK’s largest dedicated charities department, we advise organisations and individuals on all types of charitable giving and have particular expertise in corporate philanthropy and social investment.

Organisation details
Contact details for this organisation
Address:

Bates Wells

10 Queen Street Place, ...

Telephone:
+44 (0)20 7551 7777
Berwin Leighton Paisner LLP
Organisation
BLP work with high net worth individuals who are often faced with increasingly complex tax and regulatory rules. BLP provide them with the advice they need to deal with these challenges.
Buzzacott
Organisation

We are trusted for the experience we have, the specialisms we understand, the relationships we build and the values we live by. We define ourselves by the needs of our clients. And our enduring client relationships are founded on continuity of team members, ease of access, and specialist knowledge. Nearly 450 of us work collaboratively in specialist teams under one roof to tailor-make solutions.

Specialist, single office UK charity team

Our Charity and Not for Profit team, with over 100 specialists, is one of the largest single office charity teams in the UK. We strive to make your difficult job as easy as possible, providing comprehensive audit, accounting, VAT, tax, grant management, and financial advisory services - bespoke to your needs. Our advice ranges from governance, and strategic oversight, to impact reporting, risk management, and internal controls.

If you ask charities and not for profits why they value Buzzacott, they say it’s our empathy with their work and understanding of the legal and accounting framework they operate in. Our expertise spans education, religious orders, International NGOs, healthcare charities, membership and professional bodies, grant giving foundations, social enterprises, and arts charities.

We work with people exactly like you

We also support private individuals with some of the biggest financial decisions of their lives. Taking care of financial concerns from investment portfolios, property ownership, businesses, and employment, to preparing for changes in circumstance, inheritance tax planning and provisioning for dependents. We also offer complex remittance planning for those not originally from the UK. No matter what your requirements, we can provide you with reassurance that your tax affairs have been taken care of, leaving you to focus on other important things.

Working with Buzzacott means working with someone who understands how to approach your needs, right down to the smallest details.

 

Organisation details
Contact details for this organisation
Address:

130 Wood Street, London, EC2V 6DL

Telephone:
+44 (0)20 7556 1200
C Hoare & Co.
Organisation
An independent private London bank, providing banking and investment services.
Chapel & York
Organisation

Founded in 1997, Chapel & York has always specialised in international fundraising and activities for organisations. We have worked with nearly 500 organisations over the years

Uniquely, in countries where having a local organisation through which donors can tax-effectively make gifts, we both set up and manage dedicated legal entities and have our own Chapel & York organisations. We can thus ensure the right answer for our clients’ needs.

Chapel & York has six C&Y charitable organisations around the world – the US, UK, Hong Kong, Singapore, Switzerland and The Netherlands – which facilitate tax-effective international giving plus provide a platform through which organisations can fundraise without needing to establish their own dedicated entities.

These Chapel & York Foundations provide training and advice about fundraising internationally for their local and regional stakeholders. They also provide benefits to American donors – the US and UK entities are linked as are the Hong Kong and US entities so that American taxpayers can have a UK or HK tax benefit plus a US tax-deduction.

Chapel & York also provides philanthropic advice and guidance to donors who want to establish a philanthropic giving programme

2020 sees a major milestone for Chapel & York in its work for clients with the creation of a dedicated bespoke International Fundraising Department to ensure clients’ international fundraising activities are as successful as possible.

Chapel & York has offices in Mayfair London, New York, New Orleans, Geneva, Amsterdam and Hong Kong, and staff worldwide.

Organisation details
Contact details for this organisation
Contact name:
Nancy Bikson
Address:

49 Grosvenor Street

London

W1K 3HP

Telephone:
+44 (0)20 7692 8312
Charities Aid Foundation
Organisation
CAF is a charity dedicated to getting the best for other charities and their donors. For over 80 years, CAF has found the most effective and efficient ways to connect donors to the causes that matter to them and for money to get where it’s needed.
Farrer & Co.
Organisation
Farrer & Co is an independent law firm with a rich history.
Frank Hirth plc
Organisation

Established in 1975, Frank Hirth is a multi-award winning firm specialising in international tax and accounting.  We have offices in London and New York, and close affiliations with our sister companies Frank Hirth & Co. LLP, specialising in Audit and regulated by the ACCA.

We have been helping clients with their UK and US tax filing obligations for forty years and offer a joined up holistic approach to tax planning and compliance requirements.  Our specialist teams offer tailored advice spanning our business tax, private clients and audit groups allowing for an integrated approach, both domestic and offshore, which allows us to look at the wider picture and tailor our advice with your particular requirements in mind. 

Organisation details
Contact details for this organisation
Address:

Frank Hirth plc, 1st Floor, 236 Gray's Inn Road, London, WC1X 8HB

Telephone:
020 7833 3500
J.P. Morgan
Organisation
J.P. Morgan offers individual and family investors a world-class asset and wealth management platform through theirPrivate Banking, Asset Management and Private Client Services teams.
LCM Family
Organisation

LCM provides a broad range of multi-family office support, working with a wide range of high net worth families across the breadth of the UK and overseas.  

LCM offers independent, thoughtful and well-researched advice on general wealth management issues, taxretirementsuccession planninginvestments, philanthropy and Socially Responsible Impact investing. 

Working with clients' existing advisers as well as its own, LCM takes a broad view of it clients' finances and long term goals, making sure that the impact of each transaction and decision is well thought through and understood.

LCM is viewed by its clients as a valued sounding board and trusted friend - proactive and conscientious, available and on their side 24/7.

We have offices in Cheshire and London.

Organisation details
Contact details for this organisation
Contact name:
Lizzy Steinhart
Address:

Dalton Place, 29 John Dalton Street, Manchester, M2 6FW

Telephone:
07418 998 384
Macfarlanes LLP
Organisation
Experts in all aspects of private and commercial law around the world.
Maurice Turnor Gardner LLP
Organisation

A pioneering firm of pre-eminent lawyers focusing on private wealth, philanthropy and professional services

Organisation details
Contact details for this organisation
Address:

15th Floor, Milton House, Milton Street

London, EC2Y 9BH

Telephone:
020 7786 8710
Mishcon de Reya
Organisation
Mishcon de Reya services an international community of clients and provides advice in situations where the constraints of geography often do not apply. Our philanthropy team work with individuals and families to ensure they achieve the very greatest impact with their giving by advising on legal, governance, tax, policy and political aspects.
New Philanthropy Capital (NPC)
Organisation
NPC exists to make charities and funders more successful in achieving their missions.
PIMFA - The Personal Investment Management and Financial Advice Association
Organisation
The Personal Investment Management and Financial Advice Association (PIMFA) is the trade association for firms that provide investment management and financial advice to help individuals and families plan for their financial life journeys.
PIMFA’s membership consists of two groups – full members who provide investment management and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies, and associate members who provide professional services to our member firms.
 
Through the newly created PIMFA, the collective experience of the WMA and APFA (see ‘Our History’ below) is leveraged into a stronger, united voice that lobbies for the combined membership, while unlocking many other benefits.
 
Our Mission
Our mission is to create an optimal operating environment so that our member firms can focus on delivering the best service to clients, providing responsible stewardship for their long-term savings and investments.
 
What we Do
  • Represent the diverse range of firms in the investment and financial advice industry with a unified voice
  • Provide industry thought leadership, consolidating our extensive technical insights and expertise in research and policy work
  • Lead the debate on policy and regulatory recommendations to ensure an optimal operating environment for firms and clients, maintaining the UK’s position as a leading global centre of excellence
  • Through our advocacy work, we promote the industry as a key catalyst to develop a culture of savings and investment in the UK
  • Promote a greater understanding of the sector and its role as a beneficial force in transforming the way people save and invest for the future
  • Facilitate dialogue across industry stakeholders, while developing best-practice guidance
 
Organisation details
Contact details for this organisation
Prism the Gift Fund
Organisation
Prism the Gift Fund increases giving to charity by offering a personal service to individuals and foundations donating significant sums of money
Rathbone Greenbank Investments
Organisation

We understand how financial and ethical issues can be integrated in the management of a client’s portfolio. For us, ethical investment is not one strategy among many, it is ingrained in every aspect of how we manage money.

Our vision is to empower our clients to invest their money as a force for good, together championing the transition to a healthier planet and a more equitable society. Our investment teams work to understand each client’s unique financial aims, as well as their ethical, sustainability and impact requirements, in order to create an investment proposition that is aligned with their values.

Our in-house ethical, sustainable and impact research team plays a key role in supporting the provision of this service, underpinned by its proprietary database of company and issue profiles. The team looks in detail at both what a company does and how it operates, assessing performance against some 300 social and environmental criteria. We can apply a range of techniques to selecting investments to suit different client needs. These include screening out issues of concern and choosing investments that are contributing to a sustainable society or a specific issue, for example, the low-carbon energy transition.

Alongside tailored bespoke discretionary portfolios, we also provide access to the Rathbone Greenbank Portfolio range of funds, which are managed by Rathbone Funds and made available to clients in a variety of ways.

Rathbone Greenbank Investments is a trading name of Rathbones Investment Management Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

The value of investments and the income from them may go down as well as up and you may not get back what you originally invested

Organisation details
Contact details for this organisation
Contact name:
John David
Address:

8 Finsbury Circus, London, United Kingdom, EC2M 7AZ

Rothschild
Organisation
Rothschild wealth management & trust business offers objective advice to wealthy individuals and families from around the world.

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