Any legacy you choose to leave to Talbot Heath School in your Will can save Inheritance Tax for your Estate at the same time as providing vital funds to enable the ongoing work of such a remarkable school with a determination to benefit future generations.
You could leave a set sum (a “pecuniary” legacy) of any size, an actual item (a “specific” legacy) or the whole/part of your Estate (a “residuary” legacy).
You may be thinking of wanting your gift to be applied to an actual project or item. We would be delighted to speak with you to discuss your thoughts and offer suggestions.
It is important to seek the guidance of a solicitor, who will provide impartial legal advice and suggest the most tax efficient way of setting out your wishes. If you have already made your Will, then a Letter of Wishes or a Codicil mentioning Talbot Heath School can be added without difficulty and could be updated by you at any time.
Your solicitor would need to know the correct name and registered charity number to be detailed in your Will and these are:
TALBOT HEATH SCHOOL TRUST LTD RCN 283708
Thank you for considering such a worthwhile lasting legacy