The Hidden Mechanics of Modern Philanthropy

Season 2, Episode 6

Camilla Wallace has spent the last 20 years guiding high net worth individuals and families through some of the biggest moments of their lives from business exits to succession planning and questions of legacy.

In this episode, Camilla strips away the legal jargon to talk tax, and uncover what really drives effective, modern giving behind closed doors.

Together, Mary Rose Gunn and Camilla unpack the hidden mechanics shaping UK philanthropy today, from the questions individuals and businesses should be asking their advisors to maximise the impact and efficiency of their donations, to why Donor Advised Funds have become so popular with US-UK clients in recent years.

They explore what the recent non-dom and capital gains tax changes could mean for wealth migration across generations and the future of philanthropy in the UK, and how younger generations are approaching charitable work differently .