Leave a Gift in Your Will

A gift in your Will helps friendship flourish for years to come.

These cherished gifts make up over two-thirds of the income we raise from fundraising. Our ability to help people live later life well would be significantly affected without them.

Your support could help friendships flourish for years to come, there are lots of ways a gift in your Will can help.

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"I’m so proud to work at Willowcroft. It is a lovely atmosphere as soon as you walk through the door and you are always greeted with a smile."

The impact of your gift

There are different gifts that you can leave in your Will:

  • A percentage or share of your estate once all of the other gifts and payments have been made. This is known as a residuary 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. This is known as a pecuniary gift.
  • A specific item such as a piece of jewellery, furniture, land or buildings. This is known as a specific gift.

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.

Frequently Asked Questions (FAQs)

How do I include MHA in my Will? 

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 or for Auchlochan Garden Village SC040155).

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.

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.

How much does it cost to write a Will? 

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.

I don’t have a solicitor, how do I find one? 

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.

What do I need to prepare before writing my Will? 

Before seeing your solicitor or preparing to write your Will you should:

  1. Write down a list of everything you own, and any debts you might have. This will help you work out the value of your 'estate' so you know what you can afford to leave
  2. Decide on what gifts you want to leave, and to whom
  3. Choose your executor that you trust to carry out your wishes. This can be a friend, a family member or a professional such as a solicitor or accountant.
  4. Create a letter of wishes to help those who may make your funeral arrangements.
Will my gift to MHA be taxed? 

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.

How much does the gift need to be? 

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.

How can MHA help executors? 

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:

  • 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
  • A copy of the Will
  • The Executor’s name and contact details
  • Any information about the reason for the legacy

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.

Useful links & resources 

Useful Links and resources

Gifts in Wills Glossary (pdf download)

Remember a Charity for advice about making a will (www.rememberacharity.org.uk/)

Citizens Advice for advice on creating a will and why it's important (https://www.citizensadvice.org.uk/family/death-and-wills/wills/)

HMRC for advice on inheritance tax (https://www.gov.uk/inheritance-tax)

GOV.UK for an overview of creating a will (https://www.gov.uk/make-will)

The Law Society to help with finding a solicitor in your area (https://solicitors.lawsociety.org.uk/)

MHA Free Will Scheme

Where do I go for more information? 

If you'd like to find out more, contact our legacy team on 01332 221651 or giftsinwills@mha.org.uk 

Get in touch

Our friendly legacy team is on-hand to discuss gifts in wills with you in more detail.

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