Making a gift of shares

  • Individuals who give shares to charity are entitled to claim back full tax relief against the value of those shares at their usual tax rate whether it be 20%, 40% or 50%. Furthermore, no capital gains tax will apply.
  • Tax relief is available to UK taxpayers donating shares and securities listed on the UK Stock Market, the Alternative Investment Market, and recognised stock exchanges overseas. It is also available for units in a UK unit Trust, shares in a UK open-ended investment company (OEIC), and  some similar foreign investments.
  • Please contact Sean Power on 01865 276599 if you would like further information on this or if you would like to arrange for the transfer of shares.