Leave a legacy

If you very kindly decide to leave a legacy to Anxiety UK in your will, this would be greatly appreciated. A legacy is a gift of property, money or possessions. Anything you decide to leave to a charity in this way is free of tax.

Anxiety UK is part of ‘Remember A Charity’ – a consortium of over 140 charities set up to raise awareness of the importance of having a will and leaving gifts to charities. Their website gives more information about writing a will and leaving a legacy.

Here are the different types of legacies, and suggestions for the wording you could use in your will:

1. Residuary legacy. This is a gift of all or part of whatever remains of your estate after all other gifts have been distributed and any debts cleared.

Suggested wording:
“I give __________* of the residue of my estate absolutely to Anxiety UK of Nunes House, 447 Chester Road, Old Trafford, Manchester M16 9HA, Registered Charity Number 1113403, for its general charitable purposes. I direct that the receipt of the Treasurer or other duly authorised officer shall be a sufficient discharge to my executors.”

* State the percentage/fraction of the residue of your estate that you wish to leave.

2. Pecuniary legacy. This is a gift of a fixed sum of money and can be protected from inflation by linking it to the Retail Price Index.

Suggested wording:
“I give the following legacy free of tax to Anxiety UK of Nunes House, 447 Chester Road, Old Trafford, Manchester M16 9HA, Registered Charity Number 1113403, the sum of ________________(amount in figures and words) for its general charitable purposes. I direct that the receipt of the Treasurer or other duly authorised officer shall be a sufficient discharge to my executors.”

3. Specific gifts. These might include (for example) an item such as a house, a car, jewellery or antique furniture.

Suggested wording:
“I give to Anxiety UK of Nunes House, 447 Chester Road, Old Trafford, Manchester M16 9HA, Registered Charity Number 1113403, my __________________* for its general charitable purposes. I direct that the receipt of the Treasurer or other duly authorised officer shall be a sufficient discharge to my executors.”

* Add a description of what you’d like to leave to our charity.

If you are a UK taxpayer, we can claim an extra 25p for every £1 you donate. If you are eligible for Gift Aid, you must be able to agree to the following statement:

I want to Gift Aid my current donation and any donations I may make in the future or have made in the past 4 years to Anxiety UK. I am a UK taxpayer and understand that if I pay less Income Tax and/or Capital Gains Tax than the amount of Gift Aid claimed on all my donations in that tax year, it is my responsibility to pay any difference. I will notify Anxiety UK of any change in my personal circumstances, such as name and address, or that I no longer pay UK Income or Capital Gains tax or I wish to cancel the declaration.

If you pay Income Tax at the higher or additional rate and want to receive the additional tax relief due to you, you must include all your Gift Aid donations on your Self Assessment tax return or ask HM Revenue and Customs to adjust your tax code.

More information about Gift Aid is available on the HMRC website