The Shareholder
Whether you’re an employee, investor or ‘windfall’ beneficiary, holding shares in a company comes with benefits but challenges too, such as exposure to market fluctuations, high administrative costs and increased tax payable.
However, shares can also be transformed into a powerful force for good, offering not only financial advantages to you, the shareholder, but a meaningful impact to the Equity for Equity community when strategically leveraged.
By donating shares, you will:
- Leave a positive legacy for future generations of disadvantaged children.
- Derive personal satisfaction from knowing that your assets are bringing about positive social equity.
- Contribute to a vital source of income for the Reed’s Foundation, achieving a more equitable society.
The financial benefits to you of donating shares include:
- not having to pay capital gains tax on the shares you donate; and
- being able to claim income tax relief. For example, if you are a higher-rate (40%)taxpayer, you will be able to claim income tax relief equal to 40% of the value of the gift.
To qualify for tax relief, a simple process needs to be followed, and the shares or securities must be:
- listed or dealt on a recognised UK or foreign exchange; or
- units in authorised unit trusts; or
- shares in a UK open-ended investment company.
Tax laws are often changing and depend on personal circumstances, so please consult with your personal tax advisor regarding your own situation.
To discuss becoming an EforE Shareholder and the positive difference pledging shares can make, please complete and our expression of interest form so we can contact you.
“Donating the incentivised shares I received from Marsh was a simple yet fulfilling way to give back to the Reed’s Foundation – a charity that my son, an Old Reedonian himself, and I are both proud to support. It’s a meaningful gesture that reinforces our commitment to making a difference together.”
Marcus Baker
Old Reedonian, Former Parent,
Chairman & Business Leader
