Written Question·Treasury·UIN 121466

Charities: Investment and Pension Funds

Tabled: 17 March 2026
Answered: 25 March 2026

Question

James Wild

ConservativeNorth West Norfolk

To ask the Chancellor of the Exchequer, what assessment has she made of the impact of section 57 of the Finance Act 2012 on (a) investment costs for charities and (b) the ability of charities to access the low-cost, tax-efficient vehicles available to pen

Answer

Dan Tomlinson
The Government recognises that generating investment returns can be important for supporting charitable purposes and that access to appropriate, cost effective investment vehicles is an important consideration for the sector. Charities are able to invest ...

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