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  • Legacy FAQs

Legacy FAQs

© Adam Jones
A Gift in Your Will

In This Section

  • Legacy FAQs
  • Legal information
  • Request a Legacy Information Pack
  • A gift in their memory
  • How gifts can help us

How do I make my Will?
The Wildlife Trusts are members of Remember a Charity, an organisation dedicated to raising awareness of remembering charities in Wills and making the process as simple as possible. They have created an easy to follow guide for getting started on your Will here.

The contents of your will are confidential and should be discussed with a solicitor. The Charity Commission advises that donors should use their own solicitors to prepare their wills. If you do not have one, you can use Remember a Charity’s ‘Find a solicitor’ function here.

I don’t have very much to leave, is it worth including a gift in my Will to The Sheffield and Rotherham Wildlife Trust?
Absolutely. We are so grateful for any amount you feel able to leave in your Will for wildlife and all gifts make a real difference. You can find out more about the generous gifts we have received and how they have helped wildlife here.

How much does a Will cost?
The cost of writing a Will varies. The Charity Commission advises that donors should use their own solicitors to prepare their wills. If you do not have one, you can use Remember a Charity’s ‘Find a solicitor’ function here.

Find information about discounted solicitors and will writing services here.

I’ve already made a Will. Do I need to make a new one?
If you already have a Will and would like to make some small changes, you do not need to make a new Will. Instead you can add a codicil to your Will and send it to your solicitor. A codicil is a document which allows you to make changes or additions to an existing Will and must be read in conjunction with it.

How do I add a gift to the Sheffield & Rotherham Wildlife Trust to my Will?
If you wish to leave a gift in your will to Sheffield & Rotherham Wildlife Trust, your solicitor will need the following information.

Our legal name: Sheffield Wildlife Trust
Registered charity number: 700638
Address: Sheffield & Rotherham Wildlife Trust
37 Stafford Road
Sheffield
S2 2SF

What about Inheritance Tax?
Legacies left to the Sheffield & Rotherham Wildlife Trust are free from Inheritance Tax.

Do you have examples of legal wording when making a Will?
If you’ve decided you want to remember the Sheffield & Rotherham Wildlife Trust in your Will, you can take the following wording to your solicitor. They will make sure your Will is valid and that your wishes are followed.

Example – A specific sum of money

My bequest to the Sheffield & Rotherham Wildlife Trust for a set sum – a pecuniary legacy “I give free of tax to the Sheffield & Rotherham Wildlife Trust, Registered charity number 700638  of 37 Stafford Road, Sheffield, S2 2SF, the sum of £______ for the general purposes of the Sheffield & Rotherham Wildlife Trust and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge.

Example – A share of your estate

My bequest to the Sheffield & Rotherham Wildlife Trust of the residual estate (or a proportion of) – a residuary or percentage legacy “Subject to the payment of my debts, funeral and testamentary expenses, I give the whole (residuary) or ______% of my estate not otherwise disposed of by this my Will the Sheffield & Rotherham Wildlife Trust, Registered charity number 700638  of 37 Stafford Road, Sheffield, S2 2SF, for the general purposes of the Sheffield & Rotherham Wildlife Trust and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge.

Should I let you know that I have included or plan to include a gift in my Will to the Sheffield & Rotherham Wildlife Trust?
We really appreciate hearing that you have thought of the Sheffield & Rotherham Wildlife Trust
when making your Will. It allows us to say a big thank you for your generosity and if you’d like to hear from us, keep you up to date with the work that our supporters make possible. You can make changes to your Will whenever you want to and letting us know that you’ve thought of us in your Will is not legally binding in any way.

Any further questions?
If you have any questions or would like to discuss, in confidence, leaving the Trust a gift in your will, please don’t hesitate to get in touch with Chris Grice or Cathy Slater on 0114 263 4335.

 

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