Remember Hope and Aid Direct in your will.

Fortunately, most of us can expect to enjoy much longer lives than our grandparents did. Advances in medicine and our healthier life styles are contributing to the majority of us now having a life expectancy far exceeding three score and ten. However, when the inevitable does happen it is good to know we have left a will that ensures our estate is disposed of in the way we wanted. Including a charity in your will is no different to leaving something to an individual, apart from the fact that charitable legacies are paid from your estate before inheritance tax is calculated.

Thank you for including Hope and Aid Direct in your will.

Your solicitor will advise you on how best to make legacy donations. However, adding a codicil is no longer considered best practice and you should make a new will rather than adding to an existing one.


You will need the following information:

Hope and Aid Direct
Charity Registration Number: 1077142

Treasurer:
Charles Storer
18 High Street
Ingatestone
Essex
CM4 9EE

Telephone:
(Office) 01277 350660
(Mobile) 07770 990805

There are several different ways this can be done:

Entire estate.
Where there are no close relatives or you simply want to leave everything you have to a charity or charities, list them just as though they are individuals or state the name and number of the individual charity.

Residuary bequest.
A gift of the remainder of your estate after all other gifts have been made and debts cleared. You may leave either the total of the remainder or a percentage of it.

Pecuniary bequest.
A gift of a fixed sum of money. The value of a pecuniary gift will decrease over time, as the cost of living increases.

Specific request.
A particular named item left as a gift in your will. For example, a piece of jewellery, furniture, a painting etc

Contingent bequest.
A gift in your will that is dependent upon the occurrence of an event, which may or may not happen. For example a gift to a charity, which applies only if other beneficiaries named in your will die before you die.

Please ensure that your will is worded in such a way that your wishes will still be carried out regardless if Hope and Aid Direct has changed its name or amalgamated with another charity or organisation at the time of your death. It should be made clear to your executors that your legacy shall be made to the charity or organisation resulting from any change of name, amalgamation or transfer of assets.

There is no inheritance tax on legacy donations to charity.