There's a lot to be said for giving shares to
The Prince's Trust.
It's tax effective. It makes great use of windfall shares from a
privatisation or demutualisation, or small amounts of shares. And
it is just as useful as cash in helping us to help young people get
their lives working.
What are the tax benefits?
Firstly, you can claim income tax relief on the value of most
shares, equal to the market value of the shares on the day you make
the gift, together with any associated costs such as broker's
So if you donate 1,000 worth of shares, you'll pay 400 less in
income tax that year if you're a high rate taxpayer, and 220 less
if you pay the basic rate.
Also, you will not have to pay capital gains tax (CGT) on any
increase in the value of shares since you bought them. Which, in
theory, could mean an extra 'saving' of up to 40% for a higher rate
You'll find more information on tax relief on shares and
securities on the Inland
How do you donate your shares?
It's very simple to donate shares to The Prince's Trust.
First just obtain a stock transfer form from the Registar of the
company in which you have shares. The Registar's name should be
written at the bottom of your share certificate.
Then complete, sign and date the form and send it, together with
the share certificate, to
The Prince's Trust,
Prince's Trust House,
9 Eldon Street,
Any questions? Feel free to email the Get Involved
Note: please be sure to keep a copy of the stock transfer form
as evidence of your gift.
Shares too small?
If you're holding shares in quantities so small it would cost
more to sell them than they're worth, ShareGift, the charity share
donation scheme, can help.
For more information, visit the ShareGift website
Stocktrade are offering you a way to support The Trust's work in
Scotland. If you choose to place future trades, buy and sell shares
For more information contact Stocktrade on 0131 240 0433 or