Legacies

 Access to an excellent education should never be a privilege limited by economic or social barriers. Help us break them.

Legacy gifts are directed to our Assisted Places Endowment Fund – an invested fund the income from which helps fund Assisted Places in perpetuity, helping KEHS girls for generations to come. 

As a thank you, all those who pledge a legacy are invited to become members of the Creak Society, and will receive donor communications and invitations to our legacy event, the Margaret Davis Recital each September.

“I believe that The KEHS Trust will ensure that the School continues to open its doors to bright girls who deserve a place but cannot afford to come without some form of financial assistance. I am also excited about the new opportunities that the Trust will offer the School and generations of future pupils. I have thus been pleased to include a legacy to the Trust in my will.”

Legator, Class of 1974

a picture of the schools campus

Types of Legacy

There are a number of types of legacy that you can give and your solicitor will be able to advise you of these in more detail.

A Residuary Legacy leaves all or part of your estate, after all other bequests have been made and expenses have been met.  This is the safest way to ensure your legacy retains its value.

 

A Pecuniary Legacy leaves a specified, set sum of money.  You can index link the amount to the Retail Price Index to avoid the problems associated with inflation.

A Specific Legacy leaves a specified possession which you gift to the Trust.  This may be in the form of property, valuables, works of art or stocks and shares.

Whatever type of legacy you would like to leave, we’d be grateful if you let us know. It is important to us to ensure we know your wishes and have discussed with you how we can meet them. It also helps us plan for the future, and enables us to thank you for your kindness during your lifetime. 

Make a

difference

in perpetuity. 

Legacy FAQs

There are a number of common questions surrounding legacy giving. Summary information is given below; please also consult your legal or financial advisor.

To recognise the generosity of those who remember KEHS in their will during their lifetime, we have established the Creak Society.  All legacy donors are entitled to become members of this Society and will receive all donor communications and invitations to special events every year. Members of the Creak Society can also appear in our donor lists in published Impact Reports.

Yes, it is possible to change an existing will. A typical method of doing this is with a codicil – a document that amends your will. If you are changing your will through a codicil, it is advisable that you seek advice from a solicitor.

At the time of writing this FAQ, a gift to a registered charity made in your will can either: be taken off the value of your estate before Inheritance Tax is calculated; or reduce your Inheritance Tax rate, if 10% or more of your estate is left to charity. For more information, visit gov.uk or speak to your solicitor. 

Of course, we’d be happy to discuss other projects that are going on at School. Please get in touch via development@kehs.org.uk.

Legacy donations are not eligible for Gift Aid. However, there may be Inheritance Tax benefits to leaving a gift to charity in your will. For more information, visit gov.uk or speak to your solicitor.

At the time of writing this FAQ, you can change a person’s will after their death, as long as any beneficiaries left worse off by the changes agree. This includes making changes to reduce the amount of Inheritance Tax payable. For more information, visit gov.uk or speak to your solicitor.

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