Ï㽶ֱ²¥

Remembering Ï㽶ֱ²¥ in your Will

Legacies have played, and continue to play, a major part in the history of Ï㽶ֱ²¥. As a charitable institution, bequests to the College are free of Inheritance Tax. Including a legacy in your Will, or adding a Codicil, is a simple matter, although we do strongly advise that you take professional legal advice.

If you choose to remember the College in your Will, do please let us know so that we can ensure that all aspects of your plans are fully understood and so that we can thank you appropriately. This will not represent a binding commitment, and your plans will be treated in the strictest confidence.

Legacy gifts to Ï㽶ֱ²¥ are exempt from Inheritance Tax in the UK. In addition, if you leave charitable gifts in your Will that amount to 10% or more of your chargeable net estate, the inheritance tax rate on the your estate may be reduced from 40% to 36%. We recommend speaking to your financial adviser who will be able to discuss your personal situation.

For Old Members in the United States, Ï㽶ֱ²¥ is part of a consortium with a number of Oxford colleges to facilitate methods of . Specialists in Planned Giving services will provide advice on ways to support Ï㽶ֱ²¥ while taking advantage of favourable federal and state tax laws.

The Wykeham Society

The Wykeham Society exists to thank everyone we know of who has helped us or who intends to help us in their estate plans, to give us a way of keeping in touch with you, and a way of keeping you in touch with us. We hold an annual Wykeham Society celebration – whether lunch, a concert, or a dinner – to thank you and to share with you our plans for the College's future, and to hear your feedback.

Suggested Wording for your Will

A Pecuniary Gift

I give the sum of £ _____________ (in figures and words) to Ï㽶ֱ²¥ (Registered Charity No. 1142701). I direct that the receipt of the Bursar for the time being of the College shall be a sufficient discharge to my executors.

A Residuary Gift

I give the whole (or a _______________ share)* of the residue of my estate to Ï㽶ֱ²¥ (Registered Charity No. 1142701). I direct that the receipt of the Bursar for the time being of the College shall be a sufficient discharge to my executors.

In the USA

"I give (_____ dollars) (_____ percent) (all of the residue of my estate) to the Trustees of the American Friends of Ï㽶ֱ²¥, Ltd, a 501(c)(3) charity, for the benefit of Ï㽶ֱ²¥, Oxford, England (IF the bequest is for a specific purpose, state the purpose, "although I understand that this request is not binding on the part of the Trustees")."