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Leaving a legacy in your Will

There are several ways you can leave us a gift in your will,

A pecuniary bequest

This is the gift of a specified sum of money. Bear in mind that because of inflation the value of this gift can be affected over time.
The wording could be as follows: “I BEQUEATH to THE SWAN SANCTUARY of Felix Lane, Shepperton, Middlesex, TW17 8NN (registered charity number 1002582) the sum of X pounds (£X) for its general charitable purposes”;

A residuary bequest
This is where you set aside a portion or all of your remaining estate, known as the residue (what is left over after the payment of debts, funeral expenses, administration costs, and all the specific and other gifts have been paid) to be divided between named beneficiaries. Wording could be as follows: “I BEQUEATH to THE SWAN SANCTUARY of Felix Lane, Shepperton, Middlesex, TW17 8NN (registered charity number 1002582) all the residuary estate (or specify a share, for example a half or quarter share) for its general charitable purposes” (This presupposes that the residuary estate has been defined elsewhere.);

A specific bequest
This is where you leave a specific named item to a named beneficiary, such as car, property, item of jewellery, etc.
The wording could be as follows: “I BEQUEATH to THE SWAN SANCTUARY of Felix Lane, Shepperton, Middlesex, TW17 8NN (registered charity number 1002582) all my …. (eg. freehold/leasehold land and property situated at and known as…, or, my stocks and shares quoted on the UK or any other Stock Exchange…, or, my personal chattels as defined by Section 55 (i)(x) of the Administration of Estates Act 1925)”.

Already have a Will?

In most cases it is not hard to change your will. If the changes to be made are simple this can be done by way of a Codicil – a legally binding document, supplementary to a Will, which is executed with the same formalities as a Will, and adds to, varies or revokes provisions in the Will. As the addition of a Codicil will affect the contents of your Will we always recommend that you seek professional legal advice.

If the changes are more major you may need a new Will.

We recommend that you seek professional legal advice if you are making a new will or any changes to an existing one.

The Swan Sanctuary