DONATE UNWANTED SHARES
Donating shares to charity has been a tax efficient way of giving for several years. There is no capital gains tax payable and you can claim income tax relief at the appropriate rate on the value of your shares.
In order to qualify for the tax relief, the shares or securities must be:
• listed or dealt on a recognised UK or foreign stock exchange
• units in authorised unit trusts
• shares in a UK open-ended investment company
• holdings in certain foreign collective investment schemes
For more information on tax relief for gifts of shares to charity and what records you need to keep please see the HMRC guidance notes
If you want to make a gift of shares to Operation Smile please contact us on 0203 475 5126 to discuss your wishes. We may in some circumstances be unable to accept such gift depending on the nature of the holding and our policy on share holdings.
Donate unwanted shares and share the gift of a smile!
Contact us to learn more:
Pippa Fawcett | Legacy Manager
+44 (0)20 3475 5126 | Pippa.Fawcett@operationsmile.org