Charity resource hub Practical guidance with added value

Hear from experts across our firm with unique investment and charity sector insights, together with guidance on best practice. Our innovative bite-size trustee training is free from jargon, easy to access and helps you stay up-to-date.

With the festive season upon us, and Giving Tuesday taking place on 3rd December, it’s a time of year when generosity of spirit is highlighted. It’s an important date in the charity fundraising calendar and illustrates both how fundraising has evolved and how technical innovation is enabling charitable giving in the digital age.

29 November 2024

Each November, Trustees’ Week highlights the important role of charity trustees, offering a great opportunity to access information and free events for those looking to find out more.

For individuals considering donations to charity, there were no notable mainstream tax changes in the UK Autumn Budget 2024. There are some limited technical changes from 6 April 2026 in specific scenarios to prevent donors from obtaining a significant financial benefit from donations. Find out...

When it comes to the history of certain taxes, my memory stretches back to the 1990s when I first studied tax law at university. In the UK, the top rate of capital gains tax was consistent for many years at 40%, even with changes of government over that decade.

Hands are raised against a bright, white sky, each holding a piece of a wooden jigsaw puzzle

On a recent sunny day in Leeds, Julie Hutchison, Technical Director for Philanthropy and Charities, hosted a panel discussion on business and philanthropy, organised by Connect Yorkshire.

For most people, the concept of retirement is something which only becomes real later in life. But professional athletes can find that retirement as a 20- or 30-something beckons, and may be accelerated by a career-ending injury. What follows can often require a period of reinvention as a new...

A shot of the Glenbatrick cottages of Isle of Jura, Scotland

Thirty years ago, on 23rd of August 1994, one million pounds was deliberately burned and destroyed in an old disused boathouse on the Scottish Isle of Jura. The answer to who would do this is the K Foundation, founded by The KLF band members: Bill Drummond and Jimmy Cauty. Why hold a bonfire?

Colourful wall of Edinburgh Fringe posters

It takes a huge base of support to make the Edinburgh Festivals happen and as public finances continue to be squeezed, Julie Hutchison, Technical Director for Philanthropy and Charities, discusses how philanthropy will play an ever-more important role in our latest insights.

Wildfowl & Wetlands Trust (WWT) is a conservation charity dedicated to creating and protecting wetland birds and their habitats, and advocating for wetlands and ecological issues worldwide. Find out how LGT Wealth Management are working with the WWT on their conservation projects.

As women entrepreneurs grow in number, they are also becoming prominent as philanthropists. Julie Hutchison, Technical Director for Philanthropy and Charities discusses Super-Givers and Funding Circles in our latest insights.

hands stacked on top of each other in a circle

Looking at the meaning of philanthropy, its roots lie in the Greek for ‘love of humanity’. That might go some way to explaining the ‘why’ which motivates some individuals to give, although the drivers are usually very personal and can vary.

person making online payment using their phone

We live in an inter-connected world with traditional and online media alerting us to events within seconds of them happening. The 24-hour news cycle can sometimes feel negative, but it can also mobilise donors around the globe to respond quickly with financial help in response to an emergency.

If you have a box in your attic with old charging cables, mobile phones and other devices, you are not alone. E-waste is a fast-growing issue. You might however be surprised to know there are ways it can be repaired, re-used and recycled, creating benefits not only for environmental protection,...

Bermondsey Street Bees’ co-founder Dale Gibson on their regeneratively managed land in Essex.

Set against the backdrop of Bermondsey Street Bees' regeneratively managed lands in coastal Essex, we speak to co-founders Dale Gibson and Sarah Wyndham Lewis about their long journey in sustainable beekeeping.

If you are one of the millions of UK taxpayers still to file their tax return online before 31st January, you might find there is an unexpected upside to leaving this task until the new year.

group of people around table in boardroom

Taking on a charity trustee role may be the most impactful thing you do in 2024. Trustees’ Week shines a light on the contribution of nearly one million UK trustee volunteers.

Woman standing on table with hands up surrounded by a group of men in suits

50 years ago to the day, on 23rd March 1973, women were first admitted to the London Stock Exchange. It was another two years before a woman could open a bank account in her own name. This didn’t stop women participating in capital markets though, as Abika Martin, Investment Manager, explores

This week has been Good Money Week, designed to raise public awareness of the benefits of sustainable and ethical investment and finance. In light of a landmark High Court ruling from April this year, this is more relevant for trustees of charities than ever before, as Abika Martin explains.

Videos

Explore our videos which feature topical webinars and educational shorts. Gain insights, strategies, and inspiration for your organisation.

What does ESG stand for? Why do we value integrating ESG into investment research?

What are bonds? How do bonds work? Why might they be appropriate for a charity investment portfolio?

What is it like to be a first-time charity trustee and how can you attract them? Watch our video where LGT colleagues share their personal journeys, insights, and valuable guidance for anyone considering this rewarding role.

New flexibilities have gradually been introduced for charities under the Charities Act 2022, but what exactly do trustees need to know? Julie Hutchison of LGT Wealth Management is joined by Paul Ridout of Moore Barlow, to discuss where are we now with what’s in force.

What are equities? How do equities work? Why equities for charity investments?

Events

Discover the upcoming charity sector events where our team will be participating and exhibiting this year. Additionally, stay tuned for details on our exclusive events and webinars, where we invite you to register and join us.

We are delighted to be attending and exhibiting at The Gathering at the EICC in Edinburgh.

Literature

Review our charity sector literature, a selection of guides, brochures, and articles tailored to focus on relevant themes. Explore and stay up-to-date.

Charities team performance data website image (3)

For over 20 years, our specialist Charities Team has been investing responsibly for charities, foundations and endowments; delivering strong investment outcomes through portfolios that align with our clients' values and seek to positively benefit people and the planet. The team manages approximately GBP 1.5bn on behalf of UK charities.

Within this guide, we hope to provide guidance and practical support to trustees when they are considering creating an investment policy statement.

Gain valuable insights for your charity's investment manager review process with our guide. From timetable planning to evaluation grids, discover practical strategies for effective decision-making.

Explore how biases like overconfidence, loss aversion, and herding affect charity investment decisions, offering strategies to mitigate these for better outcomes.

Our specialist team has many years’ experience helping charities and non-profits with investment and portfolio creation. Discover how our unique process allows us to build solutions that meet your specific needs and objectives.

Learn more about the latest trustee investment guidance, CC14, released by the Charity Commission for England and Wales.

This is an exclusionary policy designed to capture the typical exclusions that a charity may wish to apply to their investments.

Recent High Court ruling confirms validity of climate-related screening for investments, emphasising trustees' discretion. Learn about the implications and importance of updated Investment Policy Statements (IPS) for informed charity investment strategies.

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Charity resource hub Practical guidance with added value

Charities

What happens when festive philanthropy goes digital?

10 tips for first-time charity trustees

The UK Budget through a philanthropy lens

How philanthropy might reduce your capital gains tax bill

Business meets philanthropy: insights and impact

Life after rugby: managing career transitions

A lesson in equities from the Isle of Jura

Shining a light on Edinburgh’s summer of philanthropy

Wetlands: the lifeblood of the planet

Reflections on women and philanthropy

What does philanthropy mean to you?

How to donate abroad safely

Don’t throw away your old tech

Bermondsey Street Bees - a journey in sustainable beekeeping

How philanthropy might reduce your tax bill in January

Why some charities need your skills more than your money

The female financiers that history forgot

Have trustees been given the green light for green investing?

Read more insights

Videos

Two-minute explainer – Demystifying ESG

Two-minute explainer – Unpacking bonds

Getting started as a first-time charity trustee

Charities Act 2022 - what trustees need to know

Two-minute explainer - Explaining equities

Events

The Gathering 2025

Literature

Charities Team performance data

Policy Matters

How to run an investment manager review process

Beating the biases

Investing for Charities

Charity investment guidance - CC14

Core responsible investment screens

Charity court judgement

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