Gifts of Shares

Since 6 April 2000 individuals can get income tax relief on gifts to charity of a wide variety of listed shares, investment trusts and unit trusts.

You can get this income tax relief in addition to the capital gains tax relief on gifts or assets to charity.

Your gift of shares worth £1,000 could reduce a basic rate donor's income tax bill by £220, or by £400 if you are a higher rate taxpayer.

Since 1 April 2000 companies can obtain corporation tax relief for gifts to charity of the same types of investments.  Companies can get this relief in addition to relief from corporation tax on capital gains on gifts to charity of shares, securities and other assets.

For more information or to donate some shares please contact us or telephone 01296 395995.