Charity Fund and Share Account
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Due to COVID-19, fewer of our team are available. We’ve made some changes to what we offer so that we can continue to serve all our clients as quickly as possible.
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What is a Charity Fund & Share account?
The Charity Fund & Share account is available for charities registered with the Charities Commission. It is a simple way to make the most of your charity's assets.
If your charity is not registered with the Charity Commission please contact our Helpdesk on 0117 900 9000 prior to submitting your application form as you may need to accompany your application with further documentation.
Benefits of the Charity account
- Automatic Charity tax exemptions
With the Charity Account your charity will benefit from automatic exemption from paying Stamp Duty on share purchases. In addition you will receive comprehensive half-yearly reports showing the transactions over that period, along with a tax certificate in Spring each year, making administering your charity's investments easy.
- Wide investment choice
You can make your own investment decisions and choose to invest in over 2,500 funds, thousands of UK, US and European shares, exchange traded funds (ETFs), corporate bonds, gilts and more to suit investment requirements. Please note, all investments can fall as well as rise in value.
- Low cost share dealing and market beating savings
There are no charges when you buy and sell funds, and we offer a range of funds with super low-charges. Your charity can also buy and sell shares in the Charity Account for as little as £5.95 - £11.95 per deal online. Our fund discounts and great value share dealing will mean you have more available for your good causes. Find out more about our charges.
- Security from a FTSE 100 company
Find out more about security on your charity's account with Hargreaves Lansdown.
- Easy to manage
Manage your charity's account online 24/7 via our award winning website. Easily manage your charity's account on the go with the HL app.