Charitable Giving

We are dedicated to giving back

Every year we run a range of charity events and initiatives with our clients and partners. Together, we have raised over £340,000 for a variety of local and international causes, of which £205,000 has been donated via our unique You Give We Give initiative. We are incredibly proud of this achievement and send a huge, heartfelt thank you to every individual who has helped us reach this milestone.

What is You Give We Give?

You Give We Give is offered exclusively to TAM clients, providing direct General Investment Account (GIA) and Individual Savings Account (ISA) investors with the opportunity to donate up to 20% of their annual portfolio gain to a charity entirely of their choice. TAM will match that donation with an equal percentage of our management fee, and financial advisers are also invited to support their clients' nominated charities by donating an equal percentage of their ongoing fee.

How does it work?

YOU GIVE: The client decides what percentage of their annual portfolio gain to donate to charity when opening their account.
WE GIVE: TAM will donate the same percentage from our management fee, and the client's financial adviser can choose to donate an equal percentage from their ongoing fee.
TO CHARITY: The client's chosen charity will receive their donation and TAM's donation, and possibly more from their financial adviser and HMRC Gift Aid.
If in any year clients do not make a profit, they will not make a donation. However, TAM will still donate to their chosen charities, and the clients' financial advisers can choose to do so too, providing the charities with a long-term income stream.

What are the benefits?

CHOICE: The client can choose any UK registered charity to receive a donation.
SIMPLICITY: A clear and convenient application and donation process.
PARTNERSHIP: Increased donations through shared support from TAM and possibly the client's financial adviser.
GIFT AID: If the client is happy for their details to be provided, Gift Aid registered charities can increase their donation by 25%.
FLEXIBILITY: At any time, the client can change their charity of choice, the percentage they give or opt out completely.
TRANSPARENCY: The client will receive a letter each year outlining the donation and confirming the payment to their chosen charity.

Charities we've supported

We have donated to a wide variety of causes. From small local charities such as Ferne Animal Sanctuary, to large international organisations such as Médecins Sans Frontières (MSF UK).

If clients would like to participate in You Give We Give but do not have a favourite charity in mind, they may wish to consider one of the charities below. Just click on their logos to find out about who they are and the incredible work that they do.




Getting involved

Just like our Client Carbon Footprint Commitment, it's really simple to join our You Give We Give initiative. Clients wishing to participate just need to complete the short application form below and we will take care of the rest!