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Help with leaving a Gift in your Will
Help with leaving a gift in your will
We would always advise you to have a professionally written, up-to-date will, it’s the only way to ensure that the people and causes that you care for are looked after in the way that you wish.
It’s easy to do
Making a will is straightforward and once you have chosen a qualified professional they will be able to help you every step of the way. Just be sure to have an idea of your assets and be clear about your wishes.
There are three main options for your gift:
Residuary gift
The remainder or part of the remainder of your estate once all of the other gifts have been made.
Pecuniary gift
A fixed sum of money. Due to inflation over time the value of these gifts can be reduced although this can be avoided with appropriate wording.
Specific gift
A specific item such as a piece of jewellery, furniture, land or buildings.
Keeping your will up to date
It is advised that you update your will every five years to make sure that it reflects your current personal and family circumstances.
Suggested wording for your will
Residuary gifts
I give [the residue] / [ __% of the residue] of my estate to MHA (registered charity number 1083995*) of Epworth House, Stuart Street, Derby DE1 2EQ to be applied to the general purposes of the said Charity. I direct that the receipt of the Treasurer or other duly authorised officer shall be a sufficient discharge to my executors.
Pecuniary gifts
I give to MHA (registered charity number 1083995*) of Epworth House, Stuart Street, Derby DE1 2EQ [the sum of £____] to be applied to the general purposes of the said Charity. I direct that the receipt of the Treasurer or other duly authorised officer shall be a sufficient discharge to my executors.
For specific items that you wish to leave in your will, we would recommend that you discuss this with your solicitor or get in touch with our legacy team by calling 01332 221641 or emailing giftsinwills@mha.org.uk.
*For gifts to Auchlochan Garden Village this should read ‘to Auchlochan Garden Village (registered charity number SC040155)’
Find a solicitor
If you do not currently have a preferred solicitor you can find one who specialises in wills and probate in your area through The Law Society website.
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