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Leaving a Gift in Your Will

Leaving a Gift in Your Will

A gift that can transform lives

A Will is your opportunity to remember the people and causes close to your heart.

Once you have considered your loved ones, you might consider leaving a gift to charity. Your gift could be money, an item of property or a share of your estate.

Jill Rawling, Fundraiser for Relate West Surrey answers questions on leaving a gift in your Will.

What is a legacy?

A legacy is a gift in your Will. Any gift in your Will can make a big impact on the lives of individuals, families and young people experiencing the pain of separation, divorce, or arguments at home, and who cannot afford to seek help. Some people choose to leave us a percentage of their Estate, after they have considered family and friends.

I already have a Will and don’t want to go to the expense of drawing up a new one

If you already have an existing Will and simply want to include a gift to Relate West Surrey, you can write a Codicil.

Do I need to tell Relate West Surrey that I intend to leave them a Gift in my Will?

You can tell us that you’ve left a Gift in your Will if you want to and we’d love to hear – but you don’t need to.

Are there tax benefits to leaving a Gift in my Will?

Yes. Leaving a Gift in your Will can be a highly tax effective way of supporting a charity. All gifts to charity are exempt from Inheritance Tax and can reduce the value of your assets and so cut the amount of Inheritance Tax payable from your Estate. Inheritance Tax is payable at a rate of 40% on the total value of your assets, including your home, car, investments – and the value of your life insurance policy and/or pension, over the Inheritance Tax threshold of £325000 currently. However, from April 2012, any estate that leaves at least 10% of its assets to a charity will be entitled to a tax cut from 40% to 36%.

Relate West Surrey recognises that a legacy gift may well be the single largest donation a supporter will ever make to support our work and that you will want to give this careful thought.

If you have any further questions, or would like to discuss making a Gift to support our work, please contact Jill Rawling at Relate West Surrey on 01483 602998.

To find out more, or to make an appointment:

CALL: 01483 602998

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