Tax Efficient Giving

If you’re a UK taxpayer, we can reclaim the basic rate of tax you’ve already paid on your donation. This means that a £100 donation, is worth £125 to us. If you’re a higher rate taxpayer, you can also claim back the difference between higher and basic tax rates on your donation. So on a £100 donation, you can claim back £25 of tax relief.

Please complete this gift aid form if you have not already done so.

You can also carry back a Gift Aid claim - if you make a donation during the current tax year it is possible to claim the tax relief on your self assessment form for the previous year. This could help if you paid higher rate tax in the previous year but will not in the current one, or if you need the tax relief sooner. 

Payroll Giving is a way of donating money to charity without paying tax on it. You can give to as many charities as you want this way but it must be given through PAYE from wages or pension.

The tax relief you get depends on the rate of tax you pay.

To donate £1, you pay:

• 80p if you’re a basic rate taxpayer
• 60p if you’re a higher rate taxpayer
• 55p if you’re an additional rate taxpayer

Contact your employer or email us to find out more.

Many companies offer schemes where they match an employee’s gift to a charity, some offer this on a pound-for-pound basis and others will specify an amount that they'll give.

Please contact us to find out more, or to let us know if you plan to utilise this method of giving.

As we are a registered charity, a legacy gift is free of inheritance tax. Your donation will either be taken off the value of your estate before inheritance tax is calculated, or it will reduce your inheritance tax rate if 10% or more of your estate is left to a registered charity (from 40% to 36%).

You can donate fixed amounts, what's left after other gifts have been given out, or a specific item.

Please see our legacy page for more information on this type of donation.

Donating shares is one of the most tax effective methods of giving, with donors receiving both capital gains and income tax relief.

Individuals can deduct the market value of their donation (irrespective of purchase price), plus any incidental costs of disposing of the shares, from their taxable income for the year in which the donation was made. Relief can be claimed at the donor’s top rate of tax. If shares are donated outright, there is also no capital gains tax liability.

You may also be eligible for income and capital gains tax relief through a donation of property, when no interest in the property is retained.

Please contact us if you are interested in making a donation of shares, property, or other assets (please note we are not able to give any financial advice, detailed information from HMRC can be found here).