Leave a legacy
Legacies are such an important part of our income and allow us to offer services we otherwise could not afford to run. Everyone who leaves a gift to Age UK Dudley is playing their part in our future. Whatever you leave, no matter how small, is a truly unique gift - it is your way of ensuring that your kindness lives on.
We all go through significant changes in our lifetime, such as moving home, retirement or the loss of a loved one and our Will should play an important role in reflecting these changes.
Some important questions before we continue:
- Do you have an up to date Will?
- Do you know how easy it is to make a Will or update your existing one?
- Did you know that you can include a charity which is important to you in your Will?
- Did you know your gift to Charity would be exempt from Inheritance Tax?
Your answers to some of these could well be "no".
This is not unusual; many of us are reluctant to face our own mortality; a Will is something that other people do, or something that we intend to do "tomorrow", in fact latest research shows that three in five people have never updated their Will, despite almost two-thirds of Wills being made over five years ago, and a third more than 10 years ago.
To ensure you plan your giving and minimise the liability of Inheritance Tax, the importance of having a Will and one that is up-to-date cannot be overstressed.
Pledging a legacy to Age UK Dudley will ensure we can help other people to remain independant and live healthier, fulfilling lives. Should you wish to leave us a legacy please make sure your Will states "Age Concern Dudley - Registered Charity No 1084182".
If you wish to include a Legacy in your Will, if you do not have a Will or are not sure whether your current Will fully meets your wishes and minmises the future tax liability on your Estate, then please seek professional advice.
Age UK Dudley in partnership with Guardian Wills can assist you in arranging all aspects of writing or revising your Will or an Enduring Power of Attorney to reflect your current circumstances and future wishes. To make an appointment (a home visit can be arranged if you are housebound) or for more information please call us on 01384 354 508.