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Give A Little - Make A Will Fortnight

We are once again supporting the Katharine House Hospice Make a Will Fortnight from 4 -15 October 2021 across all three of our offices in Banbury, Bicester and Rugby.

It is a great opportunity to provide vital support to a local hospice, and at the same time, to have your Will written by a solicitor who is waiving their usual fees in place of inviting our customers to make a voluntary donation to Katharine House. This provides Katharine House with an immediately realisable benefit.

Katharine House also ask our customers to consider leaving a gift in their Will, which is one of the easiest ways to support a charity.

Gifts left in Wills make a huge difference to charities, and it couldn’t be easier.

Charities are grateful for any type of donation, so you could leave them a specific sum of money, a specific item or a share of your estate.

Leaving a gift in your Will might also benefit your estate if it may be taxable. Gifts left to charities in a Will are inheritance tax (IHT) free. In addition, if a person leaves at least 10% of their estate to charity, the IHT charge for the parts of the estate not left to charities (or your spouse) is reduced from 40% to 36%. So not only will it give you that warm, fuzzy feeling, you could reduce the IHT bill for the rest of your beneficiaries too!

When leaving a gift in your Will, it is really important to quote the charity number, so that there is no confusion about which charity you intend to gift to, or if the name of the charity changes over the years. You can talk to your solicitor about this when you meet them.

Whether you are considering leaving a gift to charity in your Will, or incorporating some charitable gifting with a view to making some IHT savings, come and talk to us about your options by contacting our Wills, Trusts and Probate team on 01788 557722 or email sarahhorton@brethertons.co.uk