Rachel Vijayaraj

Rachel Vijayaraj, CTA

Brown Wright Stein Lawyers

Rachel Vijayaraj, CTA, is a Partner at Brown Wright Stein Lawyers with a broad practice advising individuals and SME owners on commercial, tax, trust, estate planning and deceased estate matters. Rachel values forming meaningful relationships with clients and providing advice in collaboration with their accountants on their personal, business and tax affairs. Rachel also heads up the not-for-profits practice, assisting clients establish charitable funds and organisations.

Session details

Session 6.3: Community Benefit and Philanthropic Giving – A client journey

With many wealthy families and businesses wanting to ‘give back’ or contribute to the causes that are important to them, more than they have ever done before, advisers need to help clients understand the structural and taxation issues associated with their giving. In highlighting that it is much more than a choice between a one-off cash gift and establishing a PAF, this session will consider:

The gifting continuum
Accommodating non-DGR purposes, and
Choices of philanthropic vehicle and when they are effective.

Speakers: Morag Ingham, CTA, Grant Thornton, Rachel Vijayaraj, CTA, Brown Wright Stein Lawyers