Making a Bequest

Codicil Form

A pre-formatted, generic codicil form for those wishing to make a bequest to either the Stowe School Foundation or the Stowe House Preservation Trust

Roxburgh Society Membership Form

All those who have pledged a legacy bequest to Stowe are welcomed into the Roxburgh Society. To signal your bequest and join the Society, please complete the membership form

Writing your Will

We would be very grateful if you would consider including Stowe in your Will. Adding a bequest to either of the School's charities to an existing Will can be done by using the codicil form available to download below. Alternatively, should you wish to write a new Will, your solicitor will require the registered charity number of your chosen cause: 

Stowe School Foundation - Registered Charity Number 1071363

Stowe House Preservation Trust - Registered Charity Number 1066272

Different types of legacies and bequests

There are a number of ways to make a legacy to The Stowe School Foundation and The Stowe House Preservation Trust. Due to their status as registered charities, all legacies and bequests made to them are exempted from Inheritance Tax. A legacy or bequest may therefore benefit your inheritors by reducing the liability of your estate.

Pecuniary Legacy

A gift of a sum of money which can be fixed or index-linked.

Residuary Bequest

A gift of part or all of the assets comprising the remainder of your Estate after all other bequests and legacies have been met and all debts and expenses settled. The value of such a gift cannot be ascertained until the completion of the administration of your Estate. Where there is a combination of exempt and non-exempt beneficiaries, the burden of Inheritance Tax needs to be carefully considered.

Reversionary Gift

A gift which allows named persons to benefit from assets during their lifetimes, after which the assets are transferred to the ultimate Beneficiary.

Contingent Gift (or Conditional)

Gifts which are dependent on a particular event occurring. For example, leaving a legacy to The Stowe School Foundation or The Stowe House Preservation Trust in the event that a named Beneficiary predeceases you.

Specific Bequest

A gift of a particular item or asset including stocks and shares, bank accounts, land or any other property, jewellery, works of art, antiques, etc

The Inheritance Tax threshold is usually reviewed in the Budget each year and information on the current level is always available from the Government website. Finally, although leaving a legacy is essentially a very private matter, it is an encouraging indication of support and is helpful information to us for planning purposes. Joining the Roxburgh Society will, in itself, let us know of your intentions in outline; if you felt willing to, we would be very grateful to know the scale of your bequest and the specific purpose that you would like it directed to. Please contact Hannah Al-Anazi, Roxburgh Society Manager to discuss your wishes in the strictest confidence.