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By remembering Age UK B&NES in your will, you can ensure we’re there to support older people in your community for years to come. Every gift, whatever the size, makes a difference.

Once they have taken care of their friends and family, many people choose to remember charities in their will that they have supported in their lifetime. It means that they can rest assured that their money goes exactly where they want it to go and their support can live on in the future.

In return, we guarantee that we will use your gift in the most effective way, bringing about the most impact. You don’t have to tell us about your plans, but if you do, we’d love to say thank you.

 

How to remember Age UK B&NES in your will

We strongly recommend that you visit your solicitor to write or amend your will. They will ensure that your wishes are clear for your executors to carry out.

All you need is our name - Age UK Bath & North East Somerset - and our charity number: 1110455. There are over 400 Age UKs around the country, so this is important to make sure your money stays locally.

You can also download this Codicil form to take to your solicitor.

What kind of gift?

There are three main types of gift you can include in your will:

Residuary:  This is a percentage of your estate once other legacies and costs have been paid. This is hugely beneficial as the gift will maintain its value over the years. Even 1% can make a huge difference.
Pecuniary:  This is a specific amount e.g £5,000. It’s worth remembering that inflation over the years will cause this gift to lose its value.
Specific item: This could be antiques, jewellery or property.

If you have any questions about remembering Age UK B&NES in your will, please contact Aimi on 01225 466135 or email fundraising@ageukbanes.co.uk. 

How to leave a gift in your will

Having a will and keeping it up-to-date helps ensure that your wishes can be respected and your property and assets benefit people and causes you really care about. We would always recommend that you speak to a qualified professional such as a solicitor, when making or amending your will.

Your solicitor will be able to advise you on the required wording to carry out your wishes. If you wish to leave a gift to Age UK Anytown in your will, all you need is our charity details below:

Age UK Anytown, ADDRESS
and our registered charity number XXXXX

If you already have a will

If you already have a will and you want to include a gift to Age UK Anytown in it, there may not be need to rewrite it. You can ask a qualified professional such as a solicitor to add an amendment (called a codicil). As a general rule, if the change you wish to make is quite small or simple, you can use a codicil, and if the change is more significant or complex you should make a new will.

What kind of gift can I leave to Age UK Anytown?

You can leave a specific sum of money or an item such as jewellery or a piece of art. Or you can leave a share in, or all of, what's left of the value of your estate after family and friends have been taken care of. The advantage of leaving a share (also known as residuary gift) is that it remains the same over time, and you won't need to change your will to keep up with inflation.

Contact us to find out more

If you are interested in leaving a gift in your will and want more information, please feel free to contact us and we would be happy to talk to you further.