Professional advisors are an important channel to reach wealthy individuals and to encourage them to consider giving or investing money socially. They are typically the first port of call for wealthy individuals as they accumulate wealth throughout their lives. The majority of advisors in the UK currently do not provide advice to their clients on philanthropy. it is essential for all professional advisors, philanthropists, and individuals interested in understanding public policy in this area, to be up to date with the latest trends and changes affecting philanthropic giving. We do this through experienced qualified specialist practitioners in STEP London.
Jeremy Blatch TEP is a member of the STEP Philanthropy Special Interest Group