Call us on: 01332 296200

What information do I need to leave a gift to MHA in my will?

You need to know our registered charity number and address of our headquarters – these are

MHA, Epworth House, Stuart Street, Derby, DE1 2EQ

Registered Charity No.1083995

For gifts to Auchlochan Garden Village the registered charity number is SC040155.

Do I need to include certain wording in my will?

Yes, but we, or your solicitor, can supply that for you. You can find suggested wording here. 

Can I update my will to include MHA?

Yes. You can make minor additions to your will and it is worth speaking to a qualified professional to discuss how to do this.

Will my gift to MHA be taxed?

No. MHA is a registered charity and is exempt from liability to Inheritance Tax, also any assets held within the estate and sold on our behalf would be free from Capital Gains Tax. 

How much does the gift need to be? 

Every gift makes a difference. Whether your contribution is large or small, we are honoured and extremely thankful that you’ve decided to support us in your will.#

Our promise to you

We know that your will is personal to you and we promise that we will:

  • Always respect your privacy and appreciate that your will is personal to you, and that your family and loved ones will always come first.
  • Never pressure you, we are happy to assist you but we recognise that it’s your decision and you will make your decision when the time is right.
  • Use your gift carefully and take very seriously our responsibility to use it in a way that would have the most impact and benefit for older people.

Help for executors

We appreciate that being an executor on behalf of a loved one can be complicated especially as this is such a difficult time.

Making a payment

If you are in the position where you would like to make a payment this can be done in a number of ways.

Firstly though we would be very grateful if you would inform us of the following details of the person who has passed away:

  • The full name of the deceased
  • Their last known address and any other recent addresses
  • The date of their will
  • The date of their death
  • We would also be very grateful if you could send us a copy of the will.

When we have been left a share in the estate we also need to request a list of the assets and liabilities, as at the date of death (and their values) as there may be tax implications that need to be considered.

You can make a payment by:

Cheque

Please send a cheque with all accompanying paperwork to Legacy Administration, MHA, Epworth House, Stuart Street, Derby, DE1 2EQ.

Bank transfer

To arrange this please contact the Legacy Administration team by calling 01332 221935 or by email on rysia.marshall@mha.org.uk 

If you haven’t already been in contact with our Legacy Administration team please complete this form so we have all of the relevant details.

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