This section answers questions we are often asked by people who are considering leaving a Legacy to the Trust in their Will. If your question is not answered here, please contact us and we'll do our best to help.
People often make false assumptions about what will happen to their estate if they do not have a Will. Not leaving a Will could result in lengthy and expensive complications for your family to sort out, and the end result may not be as you would have wished.
Make time to write your Will as soon as possible. Although it may seem daunting, with the help of a good solicitor it really is straightforward. If you already have a Will, it is a good idea to review it regularly, particularly when your circumstances change – for example, if you get married or divorced, have new children or grandchildren or if you move house.
Yes, although problems can occur when writing your own Will. The most frequent problem with ‘do-it yourself’ Wills is that they are not worded clearly. One tiny error can invalidate the entire Will, therefore we recommend that you employ a solicitor to do the work.
Legacies to registered charities are exempt from inheritance tax. In certain circumstances a charitable bequest can be a useful way to avoid the payment of inheritance tax on some or all of your estate
We are always extremely grateful for any legacy, however, depending on our conservation priorities at the time, it can sometimes be difficult to comply with any conditions that may be attached. You may like to provide a side letter to your Will letting us know how you would prefer your legacy to be used and we will then be able to consider the options at the appropriate time. Unfortunately, if a legacy has a condition attached that we are unable to comply with, then we not be able to benefit from your generous gift at all.