Suggested Wording for Legacy Gifts to the Society and Kelmscott Manor

Legacies can prove to be extremely tax-efficient; the Society is an exempt charity, which means that the value of your gift is deducted before your estate is assessed for inheritance tax (if you leave more than 10% of your net exempt estate to a charity, inheritance tax on the remainder is reduced to 36% rather than 40%0.

Every gift is greatly appreciated and enables us to continue holding knowledge in trust for the future.

Suggested wording for a residual gift: 

I GIVE the residue (or ….. percentage of the residue) of my estate to THE SOCIETY OFANTIQUARIES OF LONDON (registered charity no 207237) for its general charitable purposes and I DECLARE that the receipt of the Treasurer or other proper officer of The Society of Antiquaries of London shall be sufficient discharge to my Executor(s)

Suggested wording for a pecuniary gift:

I GIVE to THE SOCIETY OF ANTIQUARIES OF LONDON (registered charity no 207237) the sum of £… (please specify words and figures) for its general charitable purposes and I DECLARE that the receipt of the Treasurer or other proper officer of The Society of Antiquaries of London shall be sufficient discharge to my Executor(s)

Suggested wording for a Specific Legacy:

I GIVE to THE SOCIETY OF ANTIQUARIES OF LONDON (registered charity no 207237) the sum of £… (please specify words and figures) for purpose(s) of... and I DECLARE that the receipt of the Treasurer or other proper officer of The Society of Antiquaries of London shall be sufficient discharge to my Executor(s)

Questions? We're happy to talk to you!

Please contact Dominic Wallis, Head of Development, Society of Antiquaries of London (Burlington House, Piccadilly, London W1J 0BE) by telephone at 020 7479 7096 or email at dwallis@sal.org.uk.