Rathbones’ tradition of philanthropy and caring about the welfare of others has been part of our values since our founding in 1742. Extending that legacy, our team of experts, many of whom are trustees, are here to explore and manage the details that can further your philanthropic endeavours. 

We already provide advisory services and guidance to trustees and charities to help them understand and successfully fulfil their requirements. The fact that we’ve supported philanthropic efforts over generations means we are well versed in the careful planning, effective communication and efficient administration that these structures demand.

From understanding your objectives, we can take on many of the potentially complex tasks and actions that come with charitable trusts. We can create and register charitable structures and advise on good governance. And we can assist trustees by preparing meeting papers, liaising directly with applicants and undertaking due diligence.

When it comes to the details, we can save time by carrying out the book keeping and preparing annual accounts. We can also complete the regulatory requirements of the Charity Commission and Companies House, as appropriate, reviewing the charity’s tax position and reclaim Gift Aid, maintaining records and liaising with HM Revenue & Customs.