Prepare information for a gift or donation
If you decide to give shares to another person or explore donating them to charity, the first practical problem is often assembling a reliable record of what the holding actually is.
Prepare before you act
Your Passport can bring together the company, holding, documents and relevant public information, and Bad Angel tools can help prepare paperwork under your instructions.
The Passport does not choose a recipient, recommend that you make a gift or donation, or itself transfer the shares.
Donating shares can turn an unwanted holding into something useful. Depending on your circumstances and the shares involved, a qualifying gift to charity can provide Income Tax and Capital Gains Tax relief as well as benefiting the charity. A Bad Angel Passport can make the holding easier for you, your adviser, the charity or a specialist charitable intermediary to understand and assess.