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Infoline: 08444 775 774*

Mon-Fri 9:30am - 5.30pm

Text Service: 07537 416 905

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Remember Anxiety UK in your will

legacies

A quick guide to legacies

Did you know that only 3 out of 10 people in the UK make a will?

It is very important to make a will as it ensures that your family is looked after as you wish as well as preventing legal problems. It also  allows you to remember your favourite causes.

A legacy is a gift of property, money or possessions left in your will. If you decide to leave something to a charity, the gift is free of tax.

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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. You can also visit their website for further information about writing a Will and leaving a charitable legacy.

There are different types of legacies:

  • Residuary legacy: a gift of the whole or a share of whatever remains of your estate after all other gifts have been distributed and any debts cleared.
  • Pecuniary legacy: a gift of a fixed sum of money. This type of gift can be protected from inflation by linking it to the Retail Price Index.
  • Specific gifts: a tangible item such as a house, a car, an item of jewellery or antique furniture (for example).

Setting up a legacy

The following are suggested wording for setting up a legacy in your will.

Wording for a residuary legacy

“I give __________ of the residue of my estate absolutely to Anxiety UK of Zion Community Resource Centre, 339 Stretford Road, Hulme, Manchester, M15 4ZY, 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 all of the percentage/fraction of the residue of your estate that you wish to leave.

For a pecuniary legacy:

“I give the following legacy free of tax to Anxiety UK of Zion Community Resource Centre, 339 Stretford Road, Hulme, Manchester, M15 4ZY, 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.”

For a specific gift:

“I give to Anxiety UK of Zion Community Resource Centre, 339 Stretford Road, Hulme, Manchester M15 4ZY, 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 whatever you wish to leave.