Tax-efficient giving

The annual Remembrance ceremony at King Edward’s School, Birmingham on Friday 11 November 2022.

Make your donation go further with tax relief

Donations made by individuals to charity are tax free (called tax relief).

The tax goes to you or the charity. How this works depends how you make your gift. 

You can find more information in the accordion below. Information was correct at the time of writing, but things can change so please consult a professional. 

Everyone’s tax circumstances are different, so please consult your financial advisor. 

Donating through Gift Aid enables The Trust to claim an extra 25p for every £1 you give, at no extra cost to you.  To give through Gift Aid, you will need to sign a Gift Aid declaration. These are available on all our donation forms. You will also need to be sure that you are paying enough Income and/or Capital Gains Tax to cover the donations. Please see gov.uk for more information.  If you have stopped being eligible for Gift Aid, please contact us to let us know via development@kes.org.uk.

Higher and additional rate taxpayers can also claim back the difference between the tax you’ve paid on the donation and what the charity got back when you fill in your Self Assessment tax return.

For example, you donate £1,000 to The KES Trust, and we claim Gift Aid to make your donation £1,250. You pay 40% tax so you can personally claim back £250 (£1,250 x 20%). 

This means your gift of £1,250 to Assisted Places would only cost you £750.  Please see gov.uk for more information.

If your employer or pension provider offers a Payroll Giving scheme, any donations you give through the scheme will be taken before Income Tax is taken off.

You’ll still pay National Insurance contributions on the amount of your donation. But you will not pay any Income Tax on the amount you donate. Please see gov.uk for more information.

You do not have to pay tax on land, property or shares you donate to charity. This includes selling them for less than their market value. You can get tax relief on both Income Tax and Capital Gains Tax. Please see gov.uk for more information.

A gift to a registered charity made in your will could either: be taken off the value of your estate before Inheritance Tax is calculated; or reduce your Inheritance Tax rate, if 10% or more of your estate is left to charity. For more information, visit gov.uk or speak to your solicitor. 

Information was correct at the time of writing, but things can change so please consult a professional.  

‘I attended KES in the Sixties, enjoyed my education and cheerfully imbibed values, ideals and principles that have given me a secure foundation for a useful and happy life.  I shall remain for ever grateful for my teachers and for the many friends that I made.  It was natural for me, once I started earning, to give a monthly standing order as a small token of my hope that later generations would also benefit from their time at school, as I had done. 

I am pleased that the Foundation gains additional support over and above the value of my monthly contribution through Gift Aid.  This extra donation costs me nothing, but adds to the value of my giving.”   
Revd. Avijit ‘Munna’ Mitra – OE 1971  

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