LEGACIES

Legacies provide a valuable source of income to charities. Latest figures show that total income to charities from Wills exceeds £1.5bn per annum. For some of the larger charities this can amount to over a third of annual income.

When making your Will you may wish to give a legacy to Take Heart. Even a very modest amount would assist with our fund-raising. Legacies are an increasingly important part of our annual income.

One advantage of leaving a legacy to Take Heart is that the value of the legacy is completely free of Inheritance Tax (the tax which applies to the value of your estate on death).

Specimen wording for a legacy is as follows:

“I give a Legacy in the sum of £ free of tax to Take Heart of the Yorkshire Heart Centre F Floor, Jubilee Building, The General Infirmary at Leeds LS1 3EX, Registered Charity No: 1002063 to be applied for its charitable purposes and I declare that the receipt of the treasurer or other authorised official for the time being of the said charity shall be a full and sufficient discharge to my trustees.”

When making your Will why not print this page and take it to your solicitor and include a legacy in your Will to Take Heart?


Tom Morrish
Custodian Trustee

Morrish Solicitors LLP offers a free initial legal advice service to Take Heart members – contact 0113 250 7792 (Tom Morrish - Yeadon) 0113 245 0733 (Charlotte Bandawe - Leeds) or 257 0523 (Charles Clough – Pudsey) Visit our Website at http://www.morrishsolicitors.com