Legacies

Leaving a legacy to us will help St Margaret’s support the talented pupils of tomorrow.

There are many ways to assist us.

You can

Leave an exact sum of money (a pecuniary bequest)

The balance of your estate (a residuary bequest)

Some particular possessions (a specific bequest)

A gift to pass to us after another named recipient has enjoyed the income during their lifetime (a reversionary bequest)

A gift to pass to us if none of your named beneficiaries survive you (a conditional bequest)

If you've already made a will, it is straightforward to add a bequest to us by making a codicil with the help of your solicitor. Bequests to registered charities are not liable to inheritance tax.

If you leave the tax-free portion of your estate to relatives and friends and leave the balance to charity, your entire estate effectively could become inheritance tax free.

We can acknowledge legacies by dedicating, for example, a project, a room or a bursary in your name.  Equally, we understand that some individuals prefer to remain anonymous.

If you do decide to leave a gift to St Margaret’s in your will, for planning purposes we'd find it helpful if you let us know. We'll treat all your information in the strictest confidence and there are no legally binding obligations, because you can change your will at any time.

For further information please contact the bursar

email:  bursar@stmargarets-school.co.uk