Leaving a legacy to Age UK South Gloucestershire is one of the most effective ways that you can support people in later life. Please consider leaving us a legacy in your Will.
Legacies are a very important part of our income and allow us to offer services we otherwise could not afford to run. Everyone who leaves a gift to us is playing their part in our future and in the future of older people in the area. Whatever you leave, no matter how large or small, is a truly unique gift - it is your way of ensuring that your kindness lives on.
- Did you know you can include a charity or several charities which are important to you in your Will?
- Do you know how much you have to distribute to everybody, should you no longer be here?
- Do you know how easy it is to establish or update your Will?
- And most importantly, do you know gifts to charities are wholly exempt from inheritance tax?
Making or changing a Will
To ensure you provide for your loved ones and plan your charitable giving in a way that minimises the liability of Inheritance Tax, the importance of having a Will and one that is up-to-date cannot be overstressed.
Supporting the work of Age UK South Gloucestershire
Pledging a legacy to Age UK South Gloucestershire will ensure we can help other people to remain independent and live healthy and fulfilling lives.
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 minimises the future tax liability on your Estate, then please seek professional advice.
Should you wish to leave us a legacy, please make sure your Will states that 'Age Concern South Gloucestershire - Registered charity number 1109999' is the beneficiary if you want your legacy to assist older adults locally. If you don't specify instructions for your legacy to support activities in South Gloucestershire, your legacy will go to the national body, Age UK.
If you have included Age UK South Gloucestershire in your Will, it would be helpful for us to know this, if you feel able to tell us, as this helps us plan for the future.
Age UK Will writing service
Age UK offers a quick and easy Will writing service to help you make or change your Will, if you would like to consider this; but the important thing is to seek professional advice if you feel you need it.
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