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Ewell Castle School

Information for Ewell Castle Community Members Only

Message from the School

For many Ewellians, Ewell Castle School has been an important, positive and formative part of their childhood and some feel that in part, they owe some of their professional success to the education, values and opportunities that Ewell Castle School provided. By leaving a gift in your will to Ewell Castle, you are giving something back and helping to provide the building blocks that will help nurture and build better futures for our pupils and for future generations of Ewellians.  Through our bursary programme, you can contribute towards assisted places for a Ewell Castle education, for pupils whose families would not otherwise be able to afford one.

We are grateful for all donations to Ewell Castle School as well as legacy gifts and bequests. By leaving a gift in your will to the School, you are helping to provide bursaries for talented and deserving pupils who would otherwise be unable to afford the School fees. Your gift also contributes towards the purchase of a range of equipment and materials that support the learning of all our pupils. Whilst the majority of our legators will let the School decide how best to spend their gift (which in most cases will be on bursaries) you do have the option to specify how you would like your gift to benefit the School, e.g. Academic, Sport, Creative and Performing Arts etc

  • Did you know that our School is a charity?
  • Did you know you can leave our school even 1% so that those closest to you inherit 99%? You can of course leave more if you want to.

Through our partnership with adeus, we can help protect your legacy, and that of our school. 


Ewell Castle School - a registered charity

Ewell Castle School is both an independent school and it is a charity.  The School has charitable status and is overseen by a board of governors who are the charity's trustees.  Unlike state schools, Ewell Castle does not receive government funding and neither does the School have any financial endowments from former pupils or staff on which to draw funds from.  The School therefore relies entirely upon pupil school fees to provide the existing learning provision for pupils, to manage the upkeep of the School buildings and to develop pupil resources, equipment and opportunities for the future.  

To leave a bequest or gift in your will to Ewell Castle School, you will need to include the School's full charity name and number in your will, to ensure that your bequest does indeed get to the School.

Ewell Castle School charity name and address:  Ewell Castle School, Church Street, Ewell, Surrey, KT17 2AW

Ewell Castle School registered charity number:  312079

Ewell Castle School 1926 Legacy Society

We are launching a Ewell Castle legacy society; so be a trailblazer and become a founding member of the 1926 Legacy Society by making a provision to leave a gift in your will to the School.  You will benefit by;

  • receiving an annual e-copy of the Ewellian School magazine with a thank you included
  • receiving recognition for your gift on the School website
  • receiving an invitation to a private tour of the School and lunch with the Principal and Sixth Form Prefects

Types of Gifts You Can Make

The three main types of gifts that you can make are:

RESIDUAL LEGACY is a gift of all (or a percentage of what is left) of the value of your estate after all other gifts have been made.

PECUNIARY LEGACY is a gift of a fixed sum of money that you can index link to preserve its value over time.

GIFT IN KIND is a gift of a specific item of property such as a house, shares or jewellery.

TAX EFFICIENT GIVING

All bequests to charities are tax free in the UK. Ewell Castle School is a charity, so if you make a gift in your will to the School, the value will be deducted from your estate before inheritance tax is calculated, which means that you can support Ewell Castle School and reduce your inheritance tax liability at the same time. We recommend that you consult a solicitor or professional advisor for specialist advice according to your own individual circumstances.

What are the benefits of using adeus to leave a gift in my will?

Through our partnership with adeus, Ewell Castle community members receive an adeus Will at no cost. You will also receive complimentary access to the adeus Premium Digital Vault for 12 months.

An adeus Will is available at no cost to Ewell castle community members resident in England and Wales. Our online will process will assess your needs, and if you have more complex requirements, we can assist with a subsidised will through our partner solicitors. Your signed will can be stored in your adeus Digital Vault, and you have the same complimentary access to the Premium features of adeus.

How do I leave a gift in my will?

As a registered charity, any gift to the school is tax-free, and could also reduce the amount of Inheritance Tax paid on the rest of your estate.

In an adeus Will you can leave:

  • Pecuniary: a specific sum of money.
  • Specific Gift: A non-cash bequest.
  • Residuary: A specific share of your estate.

You will be prompted at the relevant stages of the will creation process if you would like to leave a gift. The school name, address and registered charity number will be pre-populated, simply enter in the monetary amount, item description, or percentage in the relevant field, adeus will take care of the rest.

Consent to share my information

Upon completion of a Will by a Ewell Castle Community Member, adeus may include the name of the Community Member and certain terms and form of a specific Will in the Report that is disclosed to the School. To the extent that a Community Member informs adeus that it does not consent to such sharing of its personal data and/or the information of a Will, adeus shall only share anonymized and aggregated data with the School, and no personal or specific information regarding the will.

For more information, please refer to the following article: Legitimate Interest 

Inheritance Tax: Recommended Reading

The information included here is for information purposes only. We cannot provide advice on specific inheritance tax or other related implications of leaving a gift. We recommend you review the latest HMRC Guidance on leaving gifts to charities, and the potential Inheritance Tax reliefs in the following HMRC guidance pages:

https://www.gov.uk/donating-to-charity/leaving-gifts-to-charity-in-your-will 

https://www.gov.uk/inheritance-tax  



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