Spotlights

Giving to Charity: tax reliefs you can use

Giving to charity is usually driven by personal values, but the tax treatment can still make a meaningful difference. This spotlight guide explains the main reliefs available to individuals in 2026/27, including Gift Aid, Payroll Giving, gifts of shares or property, and gifts left to charity in a will. It highlights how different reliefs work, when the charity benefits directly, when the donor can make their own tax claim, and where common mistakes can arise. The guide is particularly useful for higher-rate taxpayers, regular donors and those considering larger gifts of investments or estate assets. Its central message is that charitable tax planning is broader than many people realise, and that choosing the right route can help support good causes more effectively while making sure valuable reliefs are not missed.

Download PDF here

Download Word version here

Related Resources