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A gift in your Will helps friendship flourish for years to come.
By leaving a gift in your Will to MHA, you can make sure that future generations of older people stay truly connected to their communities and live the best later life they can.
These cherished gifts make up over half of the income we raise from fundraising. Our ability to help people live later life well would be significantly reduced without them.
A gift in your Will could deliver the day-to-day services that help people in later life live in their own home for as long as possible and stay truly connected to their community. They enable us to provide exciting and fulfilling social and digital activities, including exercise and cooking classes, practical support such as assistance with shopping or gardening, as well as friendship and companionship.
They fund facilities and experiences that enhance the quality of life of our residents, such as a summer house, our green care initiatives such as a sensory garden, day trips and exercise equipment. Helping people to continue to live the life they would have hoped for, a life that is enjoyable and connected to others.
We place great importance on nurturing the mind, body and spirit of those we care for, and their families, of all faiths and none. A gift in your Will means our chaplains are there for people in our care, providing one-to-one support, a sense of comfort and a listening ear to everyone who needs it.
We're passionate about providing exceptional support for people living with dementia. Your gift will help in a variety of ways, you can help make connections that matter through the everlasting power of music therapy. By helping to reduce symptoms associated with dementia including anxiety and depression.
Your gift will also help to fund other dementia support resources such as the interactive robotic pets, bringing moments of calm and companionship; magic tables, and tiny tablets that use technology to stimulate, engage and relax the mind.
We know that your Will is personal to you and we promise that we will:
An up-to-date Will gives you the peace of mind that the people and causes you care about are provided for in the way that you wish.
It’s simple to leave a gift in your Will to MHA, all you require is our head office address (Methodist Homes [MHA], Epworth House, Stuart Street, Derby, DE1 2EQ) and our registered charity number (1083995).
Your solicitor or advisor will be able to help with any further specific wordings or restrictions e.g. for a specific care home, retirement living or MHA Communities scheme.
Yes. You can make minor additions to your will and it is worth speaking to a qualified professional to discuss how to do this.
The cost of writing a Will varies greatly depending on who you go with and how complicated it is. It is worth asking for a quote before starting to write your Will. For simple Wills you can use MHA’s Free Will Scheme.
MHA cannot recommend a specific solicitor. If you do not currently have a preferred solicitor you can find one who specialises in Wills and probate in your area on The Law Society website.
Before seeing your solicitor or preparing to write your Will you should:
No. MHA is a registered charity and is exempt from liability to Inheritance Tax, The value of your gift will be deducted from your estate before Inheritance Tax is applied. Please note though, Inheritance Tax rules can change so it’s always best to discuss your Will and the type of gift you might like to leave with your solicitor.
Any assets held within the estate and sold on our behalf would also be free from Capital Gains Tax.
Every gift makes a real difference. Whether your contribution is large or small, we are honoured and extremely thankful that you’ve decided to support us in your Will.
We appreciate that being an Executor on behalf of a loved one can be complicated, especially as this is such a difficult time.
The information below should help you make sure that we receive any gift intended for us. If you are unclear on anything please contact the Legacy team by calling 01332 221651 or emailing giftsinwills@mha.org.uk.
Paying in a legacy gift to MHA
Firstly, please email the Legacy team on giftsinwills@mha.org.uk informing us of the following details:
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 bank transfer to the following account:
Account Name: Methodist Homes Charitable Income
Account number: 10053139
Sort Code: 20 05 85
Bank Address: Barclays Bank Plc, Midlands 1, 1 Churchill Place, London, E14 5HP
It’s important to use the reference ‘Legacies – [surname of deceased]’ to assist our team when identifying that this payment has been made.
For cheques please send them with all accompanying paperwork to Legacy Administration, MHA, Epworth House, Stuart Street, Derby, DE1 2EQ.
If you'd like to find out more, contact our legacy team by calling 01332 221651 or emailing giftsinwills@mha.org.uk
There are different gifts that you can leave in your Will:
Your solicitor or advisor will be able to assist you in the wording that you include in your Will. This could also include for specific areas of our work.
Key details for your Will
Head office address: Methodist Homes (MHA), Epworth House, Stuart Street, Derby, DE1 2EQ
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