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Legacies are gifts of money, assets or personal possessions left in a Will. Legacy income is essential to our charity work, ensuring that we can continue to support future older generations of older people. A legacy gift can allow us to plan and ensure our clients, families and carers receive the right care and support from our services. 

Everyone who leaves a gift to Age UK Lancashire is playing a part in our future. 

Your legacy could:

  • Help us continue visiting the ever-increasing number of housebound older people who might otherwise be isolated and lonely. 
  • Help us to continue our Information & Advice service, providing people with access to unclaimed benefits and funding towards social care.  
  • Help us carry on our campaigning work on issues such as health, housing, pensions and age discrimination. 
  • Help buy games, activity packs and entertainers for our day clubs which provide respite for carers, creates new friendships and helps stimulate the mind. 

A legacy gift can be left in your Will. Having a Will is one of the most important documents you should write. It protects your estate and ensures it is divided properly to the ones you love. If you don’t have a Will, your estate could go to the wrong people.  

  • Renting? You still need a Will.  
  • Unmarried but have lived together for 30 years? You still need a Will.  
  • Have Children / Grandchildren? You need a Will  
  • Care for someone? You need a Will  
  • Own your home or multiple homes / businesses? You need a Will.  
  • Have a blended family? You need a Will.  

Protect your family and estate for years to come by having your Will written by one of our partner solicitors. We offer a discounted Will writign service through our network of partner solicitors  

Here are some FAQs about Leaving a legacy gift in your Will:  

How to leave a gift in your will

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 Lancashire in your will, all you need is our charity details: 

Age UK Lancashire

Registered address: Wellbeing Centre, Moorgate, Ormskirk, L39 4RY

Registered charity number: 1142294

I haven't written my Will yet, how important is it that I write one and how complicated is it?

Writing a Will is a crucial way to ensure that your wishes are carried out after your death. It doesn’t need to be a complicated process and it means your loved ones can carry out your wishes easily and it takes away any stress at a difficult time. 

How do I arrange to make my Will?

Age UK Lancashire host Will Writing Days around the county with approved solicitors to help you every step of the way. To book an appointment or find out more please contact us. We ask for a suggested donation of £100 (for one) or £180 (for two) as part of this service*. The fee payable for the basic Will is donated in full back to our charity too. 

If you already have a solicitor, then contact them to discuss making a will. 

*Price applies from April 2024

I'm not sure what to leave as a gift. What are the different types?

You can choose to leave a;

  • residuary gift (a share of your estate after taxes and debts have been paid),  
  • a pecuniary gift (a fixed sum of money)  
  • or a specific gift (a gift of property, a specific possession such as a painting or stocks and shares).   

Whatever the value of your gift, it will go a long way to help someone who needs us. 

How can I take care of my family and leave a gift to Age UK Lancashire?

We understand that you want to take care of your loved ones first. But after providing for your family and friends, even a small percentage of what is left can make a real difference to the people who will need us years from now. 

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

Leaving a part or your entire estate to charity can reduce, and in some situations, eliminate the Inheritance Tax liability. If you leave something to charity in your Will, then it won't count towards the total taxable value of your estate. 

I already have a Will, can I make a change to it?

If you already have a Will and you want to include a gift to Age UK Lancashire 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. 

Why do I need a trusted solicitor?

The best way to write your Will is through a trusted solicitor. The majority of solicitors and Will Writers should be accredited by the Solicitors Regulation Authority (SRA) or a member of the society of Will Writers. Some solicitors are also STEP members which is one of the highest accreditation. Some solicitors are registered as SFE members – Solicitors for the elderly. You can be sure that any solicitors who have the above will have your best interests and treat you fairly.  

All the solicitors we work with are checked and are registered with the SRA / members of the Society of Will Writers.

Teri Stephenson

“For many people, it is important to them that upon their death, their estate is distributed to the family, close friends and charitable causes that they support. Thank you for considering leaving Age UK Lancashire a legacy in your will.  To even consider doing so is generous and kind and I want to tell you that we really do appreciate it. 

Should you decide to leave us a legacy, I want to offer you my gratitude and personal reassurance that your gift will be used wisely and that older people across Lancashire will benefit from your generosity. 

Your support really will help us in our mission of being Passionate about Later Life.”

Teri Stephenson


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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.

Age UK Lancashire Wellbeing Centre, Moorgate, Ormskirk, L39 4RY
Registered charity number: 1142294