SE Legacy Brochure 188x264mm_v8

How giving to a charity is tax efficient

For many people the idea of saving tax can be quite a compelling prospect, particularly in situations where a worthy charitable benefit is involved. St Edward’s School is a registered charity (309681). As such, this means both it and its donors can gain significant tax benefits on legacies for Inheritance Tax (IHT) purposes. These legacy gifts have such a significant impact on life at Teddies. Typically, they support our bursaries, enhance school facilities, fund hardship grants and support great teaching initiatives. The application of all gifted money is closely overseen by our School Governors, honouring the donor’s commitment and passion for the success of the School. Gifting is a most personal decision, and we anticipate prospective donors will want to seek confidential guidance before committing themselves. Accordingly, the role of our Beyond Teddies team is to help guide donors in a respectful, confidential and sensitive way. The School would always recommend that donors seek independent financial and legal advice. To support this, we have set up a partnership with Bequeathed, who provide an inclusive service where every supporter can make a free Will For Good. Note: We have provided a useful example of how an average estate valued at £1m could benefit from this tax relief. Please visit https://beyondteddies.stedwardsoxford.org/legacy-giving

Get your Will written for free We know that organising your Will can feel like a daunting task, so we have partnered with Bequeathed to make this easier for you. Bequeathed delivers a unique will-writing service for consumers across the UK. It enables anyone to make their Will quickly and conveniently, completely free of charge, always with legal advice from quality-assured Legal Firms which can be delivered by phone or video call, at home or in the office. When you make your Will you can be confident that it will meet your needs and the needs of the family, friends and charities you care about. Please go to https://www.bequeathed.org/ stedwardsoxford to find out more.

Next Steps

To become a member of the growing Simeon Society, please call 01865 319438 or email David Smart, Legacy Manager, at simeonsociety@stedwardsoxford.org

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