Leaving a Legacy
Leaving a legacy to Charterhouse is one of the best ways of having a lasting impact on the School, and through The Thomas Sutton Society, we can thank legators for their generosity through our annual supporters’ event.
Including Charterhouse in your will is a powerful way to help future generations flourish. A legacy gift is more than a donation, it is a lasting expression of your values.
Such support ensures that the opportunities, care, and excellence you have known or admired continue to shape young lives long into the future.
Whether supporting bursaries, enriching academic and co-curricular life, or preserving our historic campus, your generosity will make a permanent difference.
We would be honoured to talk with you, in confidence, about how your gift could help secure the future of our school.
The Details
Charterhouse is a registered charity and accordingly, all legacy gifts made to us are exempt from UK Inheritance and Capital Gains Taxes.
Under current rules, if you leave 10% or more of your chargeable net estate to charity, the Inheritance Tax (IHT) rate on the whole of your taxable estate is reduced from 40% to 36%.
This type of residuary gift is generally of the greatest benefit to the School as its value increases in line with inflation.
Create a Free Will
We’ve partnered with expert Will-writing service Octopus Legacy to offer you a free Will when you choose to support Charterhouse.
If you're based in England or Wales, the entire process is simple, secure, and can be completed online in just a few steps.
Octopus Legacy also offers telephone and face to face Will writing services for those that would rather speak to a solicitor.
To find out more and to book an appointment simply call the team on 0800 773 4014 and quote 'CHARTERHOUSEFREE'.’
