Legacies

We are incredibly grateful to all that elect to give to City of London School in this way. Charitable bequests are enormously valuable to us; each one helps to secure the future of the School, reflecting a shared vision and commitment to continuing the CLS tradition of excellence.

Please let us know your intentions.

If you are considering leaving a gift to CLS in your will, we would be very grateful if you would consider letting us know about your legacy plans. You can do this easily by either filling out our online Legacy Gift Form or by contacting us directly (details below).

We will be pleased to talk to you about your legacy wishes and intentions. This conversation will help us to understand what you would like your legacy gift to achieve and to ensure that it is used in the way you intend. This will also give us the opportunity to acknowledge your decision and thank you in a way in which you are comfortable. We will always respect your wishes and understand if you would prefer to remain anonymous.

We are unable to offer any formal legal or financial advice on will making or estate planning as we are not qualified advisors, however, we will be happy to answer any questions you may have about legacy giving in general.

Contact us:

If you wish to speak to someone about leaving a gift in your will, please contact Kathrin Ostermann at:

020 3680 6404

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Development and Alumni Relations Team
City of London School
107 Queen Victoria Street
London EC4V 3AL

Frequently asked questions
To make leaving a gift in your will to CLS as easy as possible, we have compiled a list of the most commonly asked questions we receive about legacy giving. If you cannot find the information that you are looking please contact This email address is being protected from spambots. You need JavaScript enabled to view it..

Does City of London School have charitable status?
City of London School does not have charitable status as it is a part of the Corporation of London. However, the School has an associated charity, which supports the School. Any legacy for the School should be made to this Charity. Its trustees are officers of the School including the Head and the Bursar. The City of London School Charitable Trust is a UK registered charity number 1020824. 

What is City of London School’s full address?
To ensure you properly name City of London School as a beneficiary of your estate, please include the School’s full address when drafting the wording for your will: City of London School, 107 Queen Victoria Street, London EC4V 3AL

What are the different areas that my legacy could support?

There are many different areas that your legacy gift could support.  Here are a few of the most popular:

Areas of greatest need. You can meet the most pressing needs of the School’s future by allowing the Head to decide where your legacy gift would be most effective at the time it becomes active. This allows it to be used where the funds can make the greatest difference at that time.

Bursaries. Your legacy could help provide bursaries to support exceptional students no matter what their financial background. If you would like some more information about setting up a named bursary or endowment, please contact the Development Team.

Facilities.  By leaving a gift to enhance the School’s academic provision, sports provision, our library provision, or our music and drama provision you are ensuring that future pupils have access to the very best resources they need to study, learn and maximise their potential.

What are the different types of legacy gift?

Giving a share of your estate. This is known as a residuary legacy and it is stated as all or as a percentage of your remaining estate, once all fees, outstanding costs and other gifts have been taken care of. Even a small percentage of your estate can make a difference.

Making a gift of a fixed sum of money. This is called a pecuniary legacy. You can link your legacy to the Retail Price Index to ensure that the value of the gift you make today is worth the same in the future. This will prevent your gift from decreasing in value over time.

A gift in your will need not be in the form of money. A gift called a specific legacy enables you to leave specific assets such as property, stocks and shares or other valuables like jewellery or paintings if you so wish.

A postponed gift. Known as a reversionary legacy, this gift allows you to leave your estate, or part of it, on trust for the benefit of a particular person, such as a spouse, during their lifetime. They benefit from using the assets or receiving the income from them, during their life. On their death, the assets pass to other chosen beneficiaries (called ‘reversionary beneficiaries’) such as City of London School.

Can you help me with suggested wording to leave a gift in my will?

Yes, to help you and your solicitor draft the wording for your legacy gift we have put together a Will Wording Guide.

If your solicitor needs more specific information please ask them to contact the This email address is being protected from spambots. You need JavaScript enabled to view it.

Can I add a gift to the School to my existing will?

Yes, if your will is already written and you want to alter it to make a gift to CLS, you can do so by adding a codicil. A codicil is an addition or supplement which is kept with, but not attached to, your will. This is a good way to add another gift or make minor changes to an existing will.

Please seek the advice of your solicitor before entering into a codicil, and ensure any will or codicil you enter into is properly executed.

What information do I need to give to my solicitor?

Most commonly we are asked by solicitors on behalf of their clients for the School’s full name and address, as well as our charity number.

Full name and address: City of London School, 107 Queen Victoria Street, London EC4V 3AL

Charity number: The City of London School Charitable Trust is a UK registered charity number 1020824.

To help make leaving a gift in your will to CLS as easy as possible we have created a Will Wording Guide that should contain all the information you solicitor should need. 

If your solicitor needs more specific information please ask them to contact the This email address is being protected from spambots. You need JavaScript enabled to view it.

What are the Inheritance Tax benefits of leaving a bequest to City of London School?

A gift in your will to any charity is not subject to Inheritance Tax (IHT). By remembering CLS in your will you may be able to reduce the taxable value of your assets and so lower the amount of IHT due on your estate.

The City of London School Charitable Trust has charitable status, therefore a gift in your will to CLS would be exempt from IHT. The gift will be deducted from your estate before IHT is calculated, and so reduce the amount of IHT payable. Please speak to your advisor or check the HM Revenue & Customs website for further information.

What impact could my legacy gift have on the School?

Charitable bequests left to CLS can have a transformational effect on our future and current pupils. They allow us to offer more bursaries to boys who might not otherwise be able to attend, and they help to ensure that we can continue to improve the academic and co-curricular experiences of all our pupils. 

If you would like to share your legacy story with us, and by doing so helping to inspire the next generation to support CLS in this way, please let us know.

Do I need to let CLS know about my intentions?

We understand that the decision to remember the School in your will is a personal one, and one that you may only wish to share with your nearest and dearest.

However, letting CLS know your thoughts is invaluable because it allows our staff to clearly understand your wishes and ensure that they can be met. It also gives us the opportunity to recognise your decision and thank you in a way in which you are comfortable with. If you prefer to remain anonymous, your wishes will always be respected.

Any information you share with us regarding your will or intentions is strictly private and confidential.

When the time is right for you, please complete our online Legacy Gift Form.

How do I let CLS know my intentions for my legacy gift?

You can let us know about your intentions in several ways.  You can call, email or send a letter to the Legacy Team.  Alternatively, for your convenience, we have produced Legacy Gift Forms which set out all the information that is useful for us to know.  You can complete the form online and email it back to us or you can print it and send back by post to the below address, whichever is most convenient for you.

Please return your forms to:

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or

Development and Alumni Relations Team
City of London School
107 Queen Victoria Street
London EC4V 3AL

Please be assured that returning your Legacy Gift Form does not put you under any obligation and you are free to change your mind at any time. Any information you give to us regarding your will or intentions will be treated as strictly private and confidential.

 

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