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Legacy Questions

What are the different types of legacy that I can leave?

Providing for your loved ones is the most important thing to consider when writing a Will. However, once they have been considered you may wish to leave a legacy to support our work.

One way of doing this is to include a residuary legacy to the National Forest Charitable Trust this is a proportion of or the remainder of your estate, after everyone else has been provided for.

You could also consider one of the following types of gift:

  • A gift of a fixed sum of money. This is known as a pecuniary legacy.
  • A reversionary legacy is a gift which someone can benefit from in their lifetime. For instance, your house could be left for the use of a relative. When they die it could pass to someone else, or to an organisation like the National Forest Charitable Trust.
  • A particular named item left as a gift in your Will is known as a specific legacy, for example, a piece of art.
  • Legacies made on the basis of another event happening first are called contingent gifts. For example your Will could state that a gift only applies if all other beneficiaries named in your Will die before you do.

Are there inheritance tax benefits for leaving a gift in my Will?

There are many issues that could affect the level of your inheritance tax, so you should ask your financial adviser/solicitor about your particular circumstances. Further information is also available from HM Revenue & Customs.

Any gift, large or small, helps The National Forest to grow and it could also help to reduce the inheritance tax on your estate. Your estate includes your house, stocks and shares, pensions, insurance policies, annual service benefits, cash, PEPs/ISAs, and savings accounts.

Your financial adviser/solicitor will be able to provide you with advice specific to your circumstances, including latest information on inheritance tax.

I haven't written a will yet, what should I do?

If you do not currently have a Will you may need to see a solicitor. Although you will have to pay a fee, you will receive sound professional advice and can be sure that your wishes are honoured.

Will my money be put to good use?

Your money will help to create and maintain the hundreds of woodlands in The National Forest, provide environmental education, and help us create and maintain access for all in the forest. We may also use it to create new areas of interest to attract more visitors. This in turn will help the economy of the area.

Wouldn't it be better to help now rather than later?

We are incredibly thankful to everyone who chooses to support our work, whenever and however they choose to do so.

If you are able to donate now we would be very grateful to receive it. Please contact us on telephone 44 (0) 1283 229494 or consider becoming a Friend of The National Forest

Money donated now is put to immediate use of course but many people are unable to give as much as they'd like during their lifetime. A gift in their will is a great way of giving more to a favourite organisation. Planning your giving in this way helps us to plan for the future of the forest as well.

I'm not wealthy, but I could leave a small gift in my Will, is that of use?

Every gift we receive helps the Forest. After you have provided for those you care for, leaving a proportion of the remainder of your estate is a great way of making a difference to the Forest you care about.

What if I need to change my Will?

We appreciate that your circumstances may change at any time which could have implications for your Will.

If you ever need advice about leaving a gift in your Will we will do our very best to help you, but we will never put pressure on you to share the contents of your Will, as we respect your privacy.

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