How do I Leave Money to Charity in My Will?

It's easy to include a charity in your will, but you should always consult a professional such as a solicitor or financial adviser to be sure your will reflects your exact intentions and you understand tax implications.

Remember A Charity has produced a free guide to making a will telling you the steps you need to take and how to leave a gift to your favourite cause.

Before you call your adviser, take a few minutes to clear your thoughts and decide exactly what you want to do. Ask yourself...

What have I got to leave?

If you own your home, how much is it worth? Have you any savings or investments? Valuables? Jewellery?

Who do I want to help?

Of course you must make provision for your family, friends and pets first. Make a list of their full names and addresses.

Who else has made a difference to my life?

Has a charity helped you, or someone you love? Which causes have been important to you? Which appeals have really moved you? If you know them, make a note of their official charity name, address and registered number for your adviser.

The contents of this article are intended for general information purposes only and shall not be deemed to be, or constitute legal advice. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of this article.