Development

Donating Shares

Donations & Gift Aid | Legacies | Payroll Giving | Donating Shares

Donating shares is a tax-effective way of supporting UEL ANNUAL FUND. By donating shares you too can benefit. Generous tax incentives now mean that you can claim tax relief when you donate shares to UEL. You can either donate shares or pledge them as part of your legacy.

Tax relief is available to UK taxpayers donating shares and securities listed on the UK Stock Market, the Alternative Investment Market and recognised stock exchanges overseas. It is also available for units in a UK unit trust and shares in a UK open-ended investment company (OEIC).

Benefits of Share-Giving

• You can claim tax relief at the market value of your donations, plus the broker's fees. The tax relief for the higher-rate taxpayer is 40%. So for example,
  • Gifts of shares worth £1000
  • Broker's fees: £100
  • Amount available to deduct from income: £1100
  • Income-tax relief x 40% = £440
  • Cost of gift to the donor = £660
• No capital gain tax (CGT) is payable on any increase in the value of the shares since you bought them
• You can Gift Aid your shares
• You can pledge shares as part of your legacy

Thank you for supporting UEL.

For Further information about on how to donate shares to UEL Development Trust please contact Alumni Development Office 020 8223 2222 or email development@uel.ac.uk:

The Inland Revenue: 0845 9000 444 (helpline) or 0845 9000 404 (orderline) or Sharegift on 020 7337 0501 www.sharegift.org or visit www.givingcampaign.org.uk

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