Leaving a legacy

Having a Will and keeping it up-to-date helps ensure that your wishes can be respected. It also ensures that your property and assets benefit people and the causes you really care about. 

If you wish to leave a gift to Age UK Cornwall & The Isles of Scilly in your Will, it is important to make sure you include the charity’s full name, address and registered charity number. Incorrect information may mean your chosen charity doesn't receive the gift at all, our details are as follows:

Age UK Cornwall & The Isles of Scilly, Boscawen House, Chapel Hill, Truro TR1 3BN

and our registered charity number 900542

If you already have a Will and you want to include a gift to Age UK Cornwall & The Isles of Scilly in it, there may not be the need to rewrite it. You can ask a qualified professional or use our Will Writing Service to add an amendment (called a codicil). As a general rule, if the change you wish to make is quite small or simple, you can use a codicil, and if the change is more significant or complex you should make a new Will.

You can leave a specific sum of money or an item such as jewellery or a piece of art. Or you can leave a share in, or all of, what's left of the value of your estate after bequests to family and friends have been taken care of. The advantage of leaving a share (also known as a residuary gift) is that it remains the same over time, and you won't need to change your will to keep up with inflation.

Our Legacy Officer can help with all probate and estate administration matters and welcomes the opportunity to work with Executors to make the process as straightforward as we can.

A Legacy of a specific amount

Where Age UK Cornwall has generously been left a specific sum of money please provide us with the following information:

• The Executors name and contact details
• The deceased Full name
• The deceased last address
• A copy of the Will
• What information you may have about the connection between the Deceased Age UK Cornwall and the Isles of Scilly

Gifts of a share in the Residuary Estate

Where Age UK Cornwall and the Isle of Scilly have been kindly left a percentage of an estate, otherwise known as a residual share, the procedure can be more detailed and therefore we would ask that the Executors make contact with us at an early stage so we can provide expertise and support.

Inheritance Tax exemption

If Age UK Cornwall and the Isles of Scilly are left a legacy in a Will it is exempt from Inheritance Tax, this applies even if the estate as a whole is liable. The rules can be complicated surrounding Tax and therefore it’s important that Executors contact us as soon as possible so that we can ensure that they have all the help and guidance they may need to navigate their way through the Revenue’s regulatory pathway.