FOUNDATION: LEGACIES (GIFTS IN WILLS)

A legacy is one of the simplest and most flexible ways of making your gift, and may enable you to support Wells Cathedral School in a way in which you may not be able to do during your lifetime. The tax benefits of a legacy gift to a charity are considerable – all such bequests can be made free from Inheritance Tax and Capital Gains Tax, so you could reduce the total tax burden levied on your estate to your family.

We believe that those who have chosen to support the school with a legacy should be thanked in their lifetime. All those who have made provision for Wells Cathedral School in their wills are invited to become members of the Wells 909 Society, and will be invited to Wells 909 Society lunches hosted by the Head.

Wells is an extraordinary place to be educated and creates wonderful, influential opportunities for its pupils. Preserving and progressing this environment requires constant investment. I believe the school must build up a reservoir of wealth that will become a foundation for the future. Leaving a legacy in your will is a tax efficient way of contributing to this future without any impact on your present finances. I am honoured to be Chairman of the Wells 909 Society and to have made my own legacy commitment in favour of this fine school to which I owe so much.

Jeremy Brade, Chairman Wells 909 Society, Old Wellensian (1972-1980)

To find out more about how you can leave a legacy to the school, please call the Foundation on 01749 834254 or email [email protected].