If you would like to speak to someone about including a gift in your Will, please contact our Gifts in Wills team.
If you would like to speak to someone about including a gift in your Will, please contact our Gifts in Wills team by phone on 01223 896 606, or email at firstname.lastname@example.org
We understand that this is a decision you will want to make in your own time and will never put you under any pressure.
Here are some questions we are often asked:
Making a Will is much more straightforward than you may think. For a simple Will, you should be able to get everything arranged in a single solicitor’s appointment. All you will need to take is a rough list of your assets and how you’d like them to be distributed, plus the addresses of your beneficiaries. Our Will Planner can help you prepare for writing your Will and ensure nothing is overlooked.
There are a number of options when it comes to writing your Will. The costs vary, but can be agreed in advance before you commit to anything.
- Solicitors – we would always recommend meeting a solicitor to write your Will as they will be qualified and regulated. Look for a solicitor who specialises in Wills & Probate, as they will have the relevant skills and experience to guide you through the process. We have compiled a list of solicitors who have experience of clients affected by dementia which you may wish to use to find a solicitor near you.
- Professional Will writers – you can choose to use a professional Will writer. However, they are not regulated in the same way as a solicitor, so you won’t be covered if anything goes wrong. If you do choose to use one, check that they are a member of the Institute of Professional Will Writers, which is a self-regulatory body that aims to protect you against unqualified practitioners and unethical practices.
- Make your own Will – if you have knowledge of how a Will works, you can write one yourself. However, as a Will is a legal document, we would recommend speaking to a professional to ensure your Will is valid.
- Banks – some banks offer Will writing services, which may be at a discounted rate for their customers.
- Insurance providers – if you have legal cover as part of your car or home insurance, this may include a Will writing service.
- Charities – many charities offer Will writing schemes either for free or at a discounted rate. We are partnered with the National Free Wills Network and The Goodwill Partnership, and there is no obligation to include a gift in your Will if you take up one of these offers. Click here for information about our Will writing offers.
It’s sensible to review your Will every five years, and after any major life event, such as the birth of children or buying a new house. Marriage invalidates any previous Will, so you will need to write a new one if you marry or re-marry.
Our guide to making your Will provides more helpful information about Wills and leaving a gift to Alzheimer’s Research UK.
Anyone aged 18 or over can be an executor, even if they benefit from your Will. You can have up to four executors, but that can be quite hard to co-ordinate – two, the recommended minimum, is more manageable. It’s best to choose people you trust, who are competent with paperwork. You can appoint a professional, but they will usually charge for the service.
You will need our name, address and registered charity number, as follows:
Alzheimer’s Research UK
Registered charity numbers: 1077089 and SC042474 for Scotland
You can make small changes to your Will without re-writing it, by using a codicil. This is a document used to amend a Will. It must be witnessed in the same way but can be a cheaper and quicker way of doing it. Download our codicil form here.
There’s more than one way to leave a gift in your Will. The following explanations can help you decide which is best for you.
A residuary gift is the remainder of your estate, after expenses like debts, liabilities and inheritance tax have been taken care of, and any other specified gifts have been distributed. A residuary gift can be a percentage or share of what remains, or all of it. This type of gift means everyone gets something, even if the value of your estate is lower than you expect.
A pecuniary gift is a cash gift – an amount specified by you, such as £500, £1,000 or £10,000. It’s important to bear in mind that the value of a pecuniary gift may be affected by inflation.
A specific gift is a particular item, such as jewellery or stocks and shares.
A conditional gift is a clause you could include to allow for unforeseen circumstances. For example, if the person you intend to leave your estate to dies before you do.
In some cases, having a Will can help reduce the amount of inheritance tax that needs to be paid from your estate. If you leave 10% or more of your estate to charity, inheritance tax is paid at a reduced rate of 36%. For more information, see our inheritance tax factsheet
Please contact the Gifts in Wills team using the details below. You may also wish to read our Lay Executors Guide, which contains useful information about administering an estate, including information we might need from you.
Phone: 01223 896606
Gifts in Wills team
Alzheimer’s Research UK