Donate shares

As well as donating gifts of money, you may wish to make a difference by gifting shares.

  • You won't have to pay any capital gains tax on the shares you donate and you can claim income tax relief too

  • If you are a high rate (40%) taxpayer you will be able to claim income tax relief equal to 40% of the value of the gift

  • If you are a highest rate (50%) taxpayer you will be able to claim income tax relief equal to 50% of the value of the gift

 

In order to qualify for the tax relief, the shares or securities must fit one of the following:

  • 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

 

Please note:

Guide Dogs is unable to offer advice on personal tax issues. So, if you are unsure of your tax situation, we recommend that you speak to a financial advisor or contact the HM Revenue & Customs helpline on 0845 900 0444, or visit their website

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