Gifts of Shares

Donating shares is a simple way to help us support boys. It is also one of the most tax-effective ways you can give. Individuals who gift full value or under-valued shares to charity are entitled to claim back full tax relief against the value of those shares at their usual tax rate, whether that be 20%, 40% or 45%. No capital gains tax will apply, and this relief is available to any UK taxpayer donating shares and securities listed on the UK Stock Market, the Alternative Investment Market, and recognised stock exchanges overseas.

The BSA team is not legally permitted to provide financial advice, although your financial advisor will be able to help you maximise the tax efficiency of your philanthropy.

Please do contact us at foundation@bedfordschool.org.uk to find out more.