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Leaving a gift in your will

Citizens Advice Liverpool is a charity - that's why we desperately need your support. As an independent charity, Citizens Advice Liverpool relies on the support of members of the public - people like you.

 

Gifts left to charities in Wills - usually known as legacies - don't need to be large. Even a small percentage of your estate, left as a gift, can make a big difference. Did you know that you could leave 1% to us in your will and 99% to your family?

 

Citizens advice strives to develop more support for future generations of people and a gift in your will can make this happen. None of us can predict what problems our families and friends - and their children and grandchildren - may face in the future. They might have money difficulties, a relationship breakdown or ill health. They might have a disability, face an employment dispute or become a victim of discrimination. We are determined to make sure that whatever problems they face in the future, they don't have to face them alone.

To speak to us about leaving a gift please email Chief Officer, Heather Brent at heather@caliverpool.org.uk or

call 0151 522 1401. 

Your Will

 

Every adult should have a Will, regardless of their age, income or wealth - it is the only way of ensuring your wishes are met after your death. Not making a Will can cause real  administrative and legal complications for your loved ones at a very difficult time.

 

In making a Will, naturally your first priority has to be taking care of your family and loved ones.

If you don't have a Will, having one written is a lot easier than you think.

 

If you already have a Will, changing it to include a gift to Citizens Advice or a specific local Citizens Advice is very straightforward.

 

Need more information? We have answered some questions below.

 

 

How do I make a will?

 

It's important that you use the services of a solicitor.

 

What if I already have a Will?

 

Your solicitor can add a gift to Citizens Advice Liverpool into your existing Will through a simple written instruction called a codicil.

 

Do I have enough assets?

 

Most people are surprised by how much their assets add up to. You don't need to be wealthy to make a Will - or leave a legacy. After taking care of your loved ones, you can then choose to leave a Residuary legacy (a portion of what is left after all your other commitments have been met) - or a Pecuniary legacy (a gift of a specific amount) to Citizens Advice Liverpool.

 

What about Inheritance Tax?

 

Leaving a gift to a charity such as Citizens Advice Liverpool can lower the Inheritance Tax payable on your estate. Your solicitor can answer any questions you have about Inheritance Tax.

 

What else should I tell my solicitor?

 

Simply that you wish your gift to go to Citizens Advice Liverpool  - Charity number: 1169879

© 2019 by Citizens Advice Liverpool

All rights reserved.

Registered charity number: 1169879

Company limited by guarantee
Registered number: 10286899 England

Authorised and Regulated by Financial Conduct Authority:

Citizens Advice Liverpool Limited: FRN-776447

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