Survey finds many financial advisers do not promote tax-efficient giving

first_img  9 total views,  1 views today AddThis Sharing ButtonsShare to TwitterTwitterShare to FacebookFacebookShare to LinkedInLinkedInShare to EmailEmailShare to WhatsAppWhatsAppShare to MessengerMessengerShare to MoreAddThis Survey finds many financial advisers do not promote tax-efficient giving According to a MORI study commissioned by the Giving Campaign and released today, many financial advisers do not tell their clients about new tax-efficient methods of giving to charity.Many advisers admit they are simply not well-informed about these opportunities. Indeed, 57% of the independent financial advisers (IFAs) and nearly half the stockbrokers surveyed never or hardly ever give such advice. Three quarters of IFAs and nearly two thirds of stockbrokers said that the biggest constraint was a lack of information and training. Amanda Delew, Director of the Giving Campaign, said: “I think the research shows that we have a lot of work to do to ensure that financial advisers are equipped with the information and motivation to give advice on tax-efficient giving to their clients. UK charity tax reliefs are amongst the most generous in the world and we need to give everyone the chance to give money in the most effective way.” Advertisement AddThis Sharing ButtonsShare to TwitterTwitterShare to FacebookFacebookShare to LinkedInLinkedInShare to EmailEmailShare to WhatsAppWhatsAppShare to MessengerMessengerShare to MoreAddThiscenter_img Howard Lake | 18 October 2001 | News About Howard Lake Howard Lake is a digital fundraising entrepreneur. Publisher of UK Fundraising, the world’s first web resource for professional fundraisers, since 1994. Trainer and consultant in digital fundraising. Founder of Fundraising Camp and co-founder of GoodJobs.org.uk. Researching massive growth in giving.last_img

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