Legacies and donations are vital to Age UK Surrey because without them, we would not be able to deliver our Services.
By leaving a legacy to Age UK Surrey, you can help to make sure that older people in the County remain independent, informed and healthy. We work to ensure that people live with dignity and respect and are able to make the most of later life.
Legacies can help in so many ways. For example, in 2010 we received a legacy that enabled us to expand our Feet First Service. The Service makes a tremendous difference to the lifestyle of older people who may have become isolated because of foot problems.
Please remember that your legacy gift does not need to be a large amount to make a very real difference – gifts range from a few hundred to thousands of pounds. Gifts can be either a specific sum or a share in the balance, called a share of the residue. Your family may benefit too because a lower rate of inheritance tax applies if over ten per cent of an estate is left to charity.
How to leave a gift in 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, Rex House, William Road, Guildford, GU1 4QZ.
- I GIVE the sum of £ free of all taxes payable upon my death to Age UK Surrey (Registered Charity Number 1036450) of Rex House, William Road, Guildford, Surrey, GU1 4QZ and I hereby confirm that the receipt of the treasurer or other authorised officer shall form a good receipt for my executors.
- I GIVE all of my estate whether real or personal after all debts (hereinafter called my 'residuary estate') to Age UK Surrey (Registered Charity Number 1036450) of Rex House, William Road, Guildford, Surrey, GU1 4QZ and I hereby confirm that the receipt of the treasurer or other authorised officer shall form a good receipt for my executors (this may be amended to be a particular share of the estate).
NOTE: you should take legal advice about making a Will and considering inheritance tax and other matters surrounding Will making.
This page has not been written as legal advice, but is meant to be advisory and helpful.