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

To leave a gift to Age UK Surrey in your Will, you will only require a few key pieces of information to take with you to your solicitor.

•  The name of the charity: Age UK Surrey 

•  Registered charity number: 1036450

•  Address: Age UK Surrey, The Clockhouse Community Centre, Chapel Lane, Milford, GU8 5EZ

(‘Surrey’ is very important and will ensure we receive your gift)

Here are some of the simple ways you can leave a gift to Age UK Surrey in your will.

Residuary
This is a percentage of what is left of your estate after any debts, taxes or costs have been subtracted, which means you don’t need to worry if your financial situation changes.

Pecuniary
This is a fixed amount of money, e.g. £10,000.

Specific
These are items, such as a house, stocks and shares, or jewellery.

Restricting gifts
If you leave a gift to Age UK Surrey in your will and would like it to be used for a particular area of our work, please express this as a non-binding wish. We will do our best to fulfil your wishes, but if this is not possible, we will spend the funds as closely as possible to the original spirit of the gift.

When making or amending your will, we recommend that you speak to a qualified professional such as a solicitor.

Your solicitor can advise you on the required wording to carry out your wishes. If you would like to leave a kind gift to Age UK Surrey, please do ensure that you use our full name and see the suggested wording below:

Residuary Gift
I give the residue of my estate to Age UK Surrey, The Clockhouse Community Centre, Chapel Lane, Milford, Surrey, GU8 5EZ (Registered Charity Number 1036450) for its general charitable purposes. I further direct that the receipt of the Chief Executive or other proper officer of the said charity for the time being shall be a full and sufficient discharge for the said gift.

Pecuniary / Specific Bequest
I give the sum of £_____ (or the item specified) to Age UK Surrey, The Clockhouse Community Centre, Chapel Lane, Milford, Surrey, GU8 5EZ (Registered Charity Number 1036450) for its general charitable purposes. I further direct that the receipt of the Chief Executive or other proper officer of the said charity for the time being shall be a full and sufficient discharge for the said gift.

If you already have a Will and you want to include a gift to Age UK Surrey in it, there may not be a 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.

If you're leaving a gift to Age UK Surrey – thank you so much. 

We would love to keep you informed of our vital work and to pass on a thank you. Gifts left in Wills make up a major portion of Age UK Surrey’s income. It is because of your generosity that we can continue to ensure that older people in Surrey live with dignity and respect and are able to make the most of later life.