Watch our webinar, Private Ancillary Funds: Tax-Effective Giving for the Next Generation.

This practical session explores how Private Ancillary Funds (PAFs) can be used to maximise tax effectiveness while supporting long-term philanthropic goals, with time to put your questions to our legal experts.

In this one-hour session, we will cover the complex issues you raise with us, including:

  • How to establish and structure a PAF
  • Compliance obligations and trustee responsibilities
  • Investment strategies within the PAF framework
  • Distribution rules and meeting minimum annual requirements
  • Governance best practices and building a lasting legacy

Presented by Moores Not-for-profit Practice Leader Rebecca Lambert-Smith and Christopher Pierorazio, Associate, this webinar is designed for philanthropists, family offices, trustees and advisers, this session will provide clarity, practical guidance and confidence to navigate PAFs effectively.

Join us to understand how PAFs can enhance your giving, ensure compliance and create enduring impact.

Presenters

Rebecca Lambert-Smith

Practice Leader

Rebecca provides expert advice to charities, not-for-profits and social ventures on a wide range of legal and governance matters. As a trusted advisor to For Purpose clients experiencing creation, crisis and change, Rebecca enjoys helping clients navigate the challenges of the current regulatory environment.