Trust for Africa's Orphans

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E: info@trustforafricasorphans.org.uk

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Joy of givingBy remembering TAO in your Will, you could make a huge difference to the lives of the hundreds of orphans, their families and communities.

Legacies left to UK registered charities are tax-free. This means that the total tax paid by your estate is reduced, leaving more of it for your family, friends and chosen charities.

To leave a legacy you will need to have a Will prepared. Writing a Will is the only way that you can be certain that your wishes will be followed after you die.

Without a Will a substantial part of what you leave behind could go to the State in Inheritance Tax and the Court will decide how your property and possessions are distributed, which may mean that part or all of your estate goes to people who you never intended to benefit.

If you already have a Will then it can be replaced by a new Will or a Codicil can be prepared. A Codicil is a document used to change a Will that has already been made. It’s used to make simple additions or amendments, such as a change in the amount of a gift of money, or the addition of legacy to a charity.

There are different types of legacies that can be provided for in a Will or Codicil and these include:

  • A pecuniary legacy: This is a gift of a fixed sum of money. There is no minimum amount that can be left but it is often wise to ensure monetary legacies are specified as index linked gifts to account for inflation.
  • A residuary legacy: This is a gift of the whole or a share of whatever remains of your estate after all other gifts have been distributed and all debts paid.
  • A specific legacy: This is a specific item such as a house, piece of jewellery or a painting.

You could also request in your Will that ‘In Memoriam’ donations are made. These are donations given instead of flowers at funerals. Many people direct in their wills that they would rather have donations made to specific causes and charities instead of flowers. You may wish to consider adding such a provision to your Will or Codicil nominating Trust for Africa’s Orphans’ as your preferred recipient of such donations.

The above information on legacies is intended as general advice only and we recommend that you discuss these points with a solicitor if you would like to leave a legacy to Trust for Africa’s Orphans through a Will or Codicil.

Professional advice on preparing Wills in the United Kingdom can be obtained from the Law Society of England and Wales (www.lawsociety.org.uk/), the Law Society of Scotland (www.lawscot.org.uk/), the Society of Trust and Estate Practitioners (www.step.org/), the Institute of Professional Willwriters (www.ipw.org.uk/) or your local Citizens Advice Bureau or library.

Suggested Legacy Wording

If you would like to leave a legacy to Trust for Africa’s Orphans your solicitor might find the following suggested wording useful in preparing your Will or Codicil.

For a pecuniary legacy

“I give free of tax to Trust for Africa’s Orphans of 22/24 Molesey Road, Hersham, Walton-on-Thames, Surrey KT12 4RU, UK (registered charity number 1069208), the sum of _________ (£ ) for Trust for Africa’s Orphans’ general charitable purposes. I direct that the receipt of the Treasurer or other duly authorised officer of Trust for Africa’s Orphans shall be sufficient discharge to my executors.”

For a residuary legacy

“I give _________ (state “all” or a percentage or fraction of the residue of the estate that you wish to give) of the residue of my estate absolutely to Trust for Africa’s Orphans of Sefton House, 2 Molesey Road, Hersham, Walton-on-Thames, Surrey KT12 4RQ, UK (registered charity number 1069208), for Trust for Africa’s Orphans’ general charitable purposes. I direct that the receipt of the Treasurer or other duly authorised officer of Trust for Africa’s Orphans shall be sufficient discharge to my executors.”

For a specific legacy

“I give free of tax to Trust for Africa’s Orphans of Sefton House, 2 Molesey Road, Hersham, Walton-on-Thames, Surrey KT12 4RQ, UK (registered charity number 1069208), my _________ (add a description of what you want to leave) for Trust for Africa’s Orphans’ general charitable purposes. I direct that the receipt of the Treasurer or other duly authorised officer of Trust for Africa’s Orphans shall be sufficient discharge to my executors.”