Gift of Shares

Making a gift of shares is one of the most tax efficient ways of supporting Bedford High School Foundation.  Individuals and companies donating shares are:

• Not liable for capital gains tax on any increase in value since purchase
• Are able to claim tax relief on the full market value of the shares

Tax relief is available to UK tax payers donating shares and securities listed on the:

• UK Stock Exchange,  including the Alternative Investment Market, or a recognised foreign stock exchange
• Units are in an authorised unit trust
• Shares are in an open-ended investment company
• Holdings are in foreign collective investment schemes

Donors must:

• Claim tax relief themselves
• Give the shares and not the proceeds of the sale of shares

To make donations of shares please contact The Director, Bedford High School Foundation on 01234 334 229 or email foundation@bedfordhigh.co.uk

Thank you for thinking of giving a gift to Bedford High School Foundation.  Your gift will be very much appreciated.