The following information should answer any further questions about making a donation through your Will.

The College’s Development Director will also be happy to discuss with you at any time – in person, by letter or on the telephone – any further thoughts or queries that you might have about the making of a legacy to the College, or to explore with you such wishes as you may have and how they can best be given effect. All correspondence and discussion will, of course, be treated in the strictest confidence.

Please contact:

Dr Saskia Murk Jansen
Fellow and Development Director

Telephone: 01223 765187
Facsimile: 01223 765189
E-mail: saskia.murkjansen@pet.cam.ac.uk

The Development Director will be pleased to advise on forms of words, though you are recommended to take legal advice about the precise formulation of any Will.

  • Tax Benefits

    In 2011 the Chancellor introduced a new Inheritance Tax relief in the budget. At present, many estates, even quite modest ones, will incur Inheritance Tax of the order of 40% on their net value; that is, on the amount remaining after the payment of debts and funeral expenses, and the deduction of the value of bequests to a spouse or to a charity or other exempt organisation. The effect of the new relief is that those leaving 10% or more of their estate to a charity will benefit from a reduction in the rate at which they pay Inheritance Tax, thereby reducing the net cost of the bequest to the estate.  All charitable legacies are themselves exempt from Inheritance Tax, and whatever you decided to leave to Peterhouse will go directly to support the work of the College.  If you do decide to remember the College in your will, then please let us know so that we can add you to the list of members of the William Stone Society.

    HM Revenue & Customs guidelines on Inheritance Tax can be found on their website.

  • Informing the College

    The making of a Will is an intensely personal matter and the College makes no assumption that those who chose to leave a legacy to Peterhouse will necessarily wish to inform the College in their lifetime. It is equally understood that circumstances can alter, and that the dispositions made in a Will can accordingly change over time. The College is, however, particularly grateful when its members and friends choose to let us know.

    This is for three reasons:

    • so that the College can have some idea of the legacies which it can expect over time, and make allowance in its long-term financial planning accordingly. Such information is encouraging to us, and the knowledge that the College is supported in this way can encourage others to help, though all correspondence is obviously treated in the strictest confidence;
    • so that, if you have specific wishes as to how you would like your legacy to be deployed, we can discuss them with you and ensure that your wishes can be given effect in a way with which you are content;
    • so that we have opportunity to express our gratitude to you in your lifetime by including you in the list of members of the William Stone Society and by inviting you to events.

    A simple note, email, or telephone call at any time to the Development Director will ensure that we are made aware of your intentions. Alternatively, please complete the attached Legacy Pledge Form and return it to us. Similarly, it will be very helpful to be kept informed if at any time your intentions change. Such a pledge is in no way binding and involves you in no legal obligation whatever.