Legacies

The Simeon Society

The Simeon Society was established to enable the school to say thank you to those who pledge to support Teddies in their Will. It is a vibrant and diverse group whose families and partners are invited to special events at School, from the Carol Service to the Summer Picnic, Gaudy Concerts to watching cricket on Upper One. All members will receive a pair of St Edward’s cufflinks / Rhubarb gift and a St Edward’s lapel pin. It is important for us to make sure any commitment you are making to our School after your passing is understood and recognised, however large or small, monetary or asset-based. Many OSE have made new friends and become reacquainted with old through being a member of this Society. It has given them the ability to support Teddies in a way that would be beyond them during their lifetime.

‘I, like many of us, enjoyed my time at School – it gave me a great start in life. So much so that I was fortunate to send my son and daughter here, too. The rounded education we all experienced instilled curiosity, resilience and, above all, great social confidence.

It is this down-to-earth culture which sets us apart from our competitor schools and enables our Bursary Programme to be so popular. St Edward’s has been providing quality education to children for generations and is a positive force for social mobility, which is increasingly important in the society we live in.

I know together we can help our School achieve its ambitious aim. Please join me and pledge a gift in your Will. Our collective contribution will make a significant difference to the School that has affected our lives so greatly.’

David Smart, Legacy Manager & Past President (Field House, 1968–1972)

‘I have been introduced to a simple and efficient way of helping, after I’m gone, youngsters less fortunate than I was to receive a Teddies education. By doing so I’ve also joined a growing body of OSE who feel the same way. This is not conscience at work, but a genuine desire to help.’

James Synge (Sing’s, 1964-69)

You could join James, David and other members of the Simeon Society.

To find out more, please click on the link below to read our legacy brochure.

Telephone +44 (0) 1865 319 438

Email: simeonsociety@stedwardsoxford.org

Have your Will written for free

We all want to make sure that our loved ones are taken care of in the future. By writing a Will, you can make sure that your money, property and possessions go to the people and causes that you care about. But it’s one of those things we often put off.

That’s why St Edward’s has teamed up with Bequeathed to offer our supporters a free Will For Good.

Bequeathed is a free, convenient service that allows you to make the right Will for your needs, always with good legal advice. With Bequeathed you can make a start on your Will For Good immediately.

Just go online any time that suits you, register and complete the online Will interview.

You can get started straight away by visiting www.bequeathed.org/stedwardsoxford

This free service will be available until the 5th September 2024, so sign up soon and don’t miss out.

When preparing your will, you may wish to consider including an amount to St Edward’s School, under the charities section. If you would like to read more about the tax benefits of this, please just click the link here:

Please visit: Tax Benefits | Beyond Teddies – St Edward’s School (stedwardsoxford.org)

“I have used Bequeathed to finalise my Will. The process is extremely efficient and easy to understand. I would urge other OSE to take advantage of this wonderful free service.”

James Synge (Sing’s, 1964-1969)

If you would like any further information please email David Smart, Legacy Manager, at smartd@stedwardsoxford.org

Useful Documents and Tax Implications

If you would like to leave a Legacy in your Will to St Edward’s School you might find the following documents useful:

To notify us of your intentions to leave a Legacy to St Edward’s School – Pledge Form

To add a Legacy to your existing Will – Codicil Form

St Edward’s School is a registered charity (no. 309681) and, accordingly, all legacies made to the School attract reliefs (for the donor) for Inheritance Tax purposes and are exempt from Capital Gains tax. To find out more about how giving to a charity is tax efficient click here.

If you have any queries please contact us on 01865 319438 / The Beyond Teddies Team, St Edward’s School, Woodstock Road, Oxford, OX2 7NN.