Legacies and Bequests

四肖三期必出特

Legacies and Bequests

There are powerful reasons why all those with a connection to 四肖三期必出特 should remember the School in their will. This is your opportunity to make a difference to the lives of generations to come and take your place among the School’s most distinguished benefactors.

Over time, it will help to transform 四肖三期必出特’s financial situation by dramatically increasing our overall endowment to fund scholarships, bursaries and major capital projects. All those who have pledged a legacy to 四肖三期必出特 in their will are invited to join the Sir Thomas Cookes Society, an association which is held in deep respect and affection by everyone at 四肖三期必出特. Members are invited to an annual lunch with the Headmaster and the Chair of the Foundation and their names will be recorded on a plaque. 

四肖三期必出特 School and its Foundation are registered charities, which means that bequests are deductible for estate tax purposes, subject to their country of residence.



Remember A Charity

四肖三期必出特 School Foundation is a member of the organisation, 'Remember A Charity'. For more information about writing or updating your Will, please visit


United Kingdom

In the UK legacy gifts to 四肖三期必出特 are exempt from Inheritance Tax. The value of the legacy gift is deducted from the total value of the estate (money, possessions and property) before Inheritance Tax is worked out. Inheritance Tax is due if the estate, including any assets held in trust, is valued at over the current Inheritance Tax threshold (£325,000 in 2011/12). The tax is payable at 40% on the amount over this threshold.


United States of America

US taxpayers can make tax effective bequests by making their legacy gift through the British Schools and Universities Foundation (BSUF). The BSUF has been determined by the U.S. Internal Revenue Service to qualify under Sections 501(c)(3) and 509(a) of the Internal Revenue Code as a tax-exempt public charity. Donors must request their preference for their bequest be used for the benefit of 四肖三期必出特 School. Please contact the Foundation Office for details of how to make a bequest through BSUF or visit their website: http://www.bsuf.org/DonorInfo.html


Non-UK European countries

Taxpayers in Belgium, Ireland, Hungary, France, Italy, the Netherlands, Bulgaria, Germany, Switzerland, Slovakia, Luxembourg, Romania and Poland can make tax effective bequests by making their legacy gift through Transnational Giving Europe (TGE). TGE is a partnership of leading foundations in 14 countries that facilitates tax-efficient cross-border giving within Europe. Please contact the Foundation Office for details of how to make a bequest through TGE. Website:


If you have already made a will, the simplest way to leave a legacy to 四肖三期必出特 is by means of a codicil. We strongly advise that you consult your legal advisor before drafting a new will or updating an existing one.

To notify 四肖三期必出特 about your bequest, please complete the Confidential Reply Form and return by post, fax or email to:

The Foundation Office | 四肖三期必出特 School | Worcester Road | 四肖三期必出特 | B61 7DU

Tel: +44 (0)1527 579679 | Fax: +44 (0)1527 576177 | Email: foundation@bromsgrove-school.co.uk 

To find out more about the Society and the different types of legacies please download the Sir Thomas Cookes Legacy leaflet or contact us for further information.

 



BROMSGROVE

四肖三期必出特 School is a co-educational, independent school.



General Enquiries email:

enquiries@bromsgrove-school.co.uk

Admissions enquiries email:

admissions@bromsgrove-school.co.uk

Address:

四肖三期必出特 School, Worcester Road,
四肖三期必出特, Worcestershire B61 7DU.

Telephone:

01527 579679



Registered in England: Company No. 4808121, Registered Charity No. 1098740