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FAQs about leaving a legacy

Why should I make a will?

Having a valid, up-to-date will is the best way to ensure your loved ones will be looked after in the way you choose.  Otherwise, if you die intestate (without a will), the law decides how your estate is divided.

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Is it tax efficient?

A legacy to a registered charity is free from Inheritance Tax and could reduce your overall Inheritance Tax liability if this applies to your estate.

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Where do I start?

When you decide to write, update or add a codicil to your will you can write it yourself or work with a solicitor or will writer to prepare one. Unless your affairs are complex it need not be expensive and you will have the peace of mind that comes with knowing your wishes are clear.

If you use a solicitor they will be able to advise you on legal aspects, the different ways in which you can make sure all your beneficiaries are provided for - including leaving a donation to a charity - as well as ensuring that the will is correctly drawn up in law.

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Updating an existing will

There may be changes in circumstances as well as a change of heart that can affect your will. The majority of minor changes can be covered by adding a codicil (an addition or alteration to a will). A legacy gift to a charity can be added to an existing will by codicil. The codicil must be signed and witnessed and should be kept with the will.

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What are the ways I can include Adoption UK in my will?

There are several different ways to include a donation to Adoption UK in your will:

  1. Residual donation - leaving a percentage of the residue of your estate after all dependants have been provided for.
  2. Pecuniary donation - by leaving a specific sum of money, which can be index linked to preserve its value.
  3. Specific donation - by deciding to leave part or all of your estate to Adoption UK; a property, stocks or shares or items of value such as jewellery or paintings.

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Where can I get more information?

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What will my solicitor need to know?

Your solicitor will need to know the following details:

Charity name: Adoption UK

Charity address: Units 11 and 12, Vantage Business Park, Bloxham Road, Banbury, OX16 9UX

Registered charity in England and Wales (1160647) and in Scotland (SC037892).

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Who can I speak to at Adoption UK about leaving a gift in my will?

If you would like to find out more about leaving a gift or legacy to Adoption UK in your will, please contact Fundraising:

Telephone: 01295 752240

Email: fundraising@adoptionuk.org.uk

Write to:
Fundraising
Adoption UK
Units 11 and 12
Vantage Business Park
Bloxham Road
Banbury
OX16 9UX

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