Legacies

Leaving a legacy

Leaving a legacy to Queen Elizabeth’s Foundation for Disabled People in your Will is a wonderful way of leaving the world a better place. You may also find it can help you with tax planning, because legacies to registered charities are free from Inheritance Tax.

There are four kinds of legacy you can leave to help our work for disabled people:

• A residuary legacy is the best and simplest gift.It is the gift of all (or part) of the residue of your estate – that is to say, what is left when all other legacies and debts have been paid.
• A pecuniary legacy is the gift of a specific sum of money.
• A specific legacy is the gift of a particular item – for example, a piece of property or a valuable antique.
• A reversionary legacy is one, which is only paid after the death of someone else. If you have a partner, you may want to leave your entire estate to him or her, but to ensure that after your partner’s death, all or part of it comes to the Foundation.

How should you go about it?

It is simple to leave a legacy to QEF. If you already have a Will, you can do this as part of a general up-dating of your Will, which everyone needs to do periodically. Or you may prefer to add a legacy to QEF by means of a Codicil – an additional instruction to your existing Will.

Your solicitor or other professional advisor will tell you how to go about it. It may help, when you visit your solicitor, to take with you the correct form of words you should use to describe Queen Elizabeth’s Foundation for Disabled People in your Will as shown below.

“I give to Queen Elizabeth’s Foundation for Disabled People (Registered Charity No. 251051) of Leatherhead Court, Leatherhead, Surrey KT22 OBN… (description of legacy)…to be used for its general charitable purposes and I direct that the receipt of the Treasurer or duly authorised officer shall be a valid and appropriate form of discharge”

We are delighted to have the support of Solicitors Messrs Copley Clark & Bennett in connection with our legacy campaign, who are pleased to offer professional advice.

Copley Clark & Bennett are an established local firm, with offices in Banstead, Sutton and Cheam – their Wills, Trusts and Probate team can also offer specialist advice regarding wills for the parents of people with mental disability or incapacity.

Legacies are so important to our future

Legacies are a vitally important source of funds for QEF. If you are able to support us in this way, your gift will genuinely be a gift of life for many disabled people.