Thank you

Our research depends on the kind gifts our supporters leave us in their Will, so your help is vital. Without gifts in Wills like the one you’re administering, one in three of our research projects simply wouldn’t happen.

If the estate you are managing includes a gift to Alzheimer's Research UK please email our Legacy Case Management Team. They will be able to support you through the administration process.

The role of an executor

Being an executor is an important role with a lot of responsibility. An executor’s tasks include:

An executor’s tasks include:

  • Finding all the relevant financial documentation.
  • Getting valuations to work out the total value of the estate.
  • Working out whether inheritance tax is due from the estate and arranging for this to be paid.
  • Preparing, if necessary, the appropriate forms for submission to HMRC and the Court.
  • Obtaining a Grant of Probate (or Grant of Confirmation in Scotland) so that you can administer the estate.
  • Establishing whether there are any claims on the estate.
  • Paying any debts owing from the estate.
  • Preparing estate accounts and settlement of income tax and capital gains tax.
  • Providing charitable beneficiaries with the relevant legal documents.
  • Distributing cash and assets according to the instructions left in the Will.

The costs for the above will be paid out of the estate, so you shouldn’t be out of pocket. If you have any concerns, do speak to a solicitor.

How to pay in a gift to Alzheimer’s Research UK

When you are ready to make a payment to Alzheimer’s Research UK, this can be done in one of the following ways:

  1. By cheque, made payable to Alzheimer’s Research UK
  2. By bank transfer. We can provide our bank details to you over the phone – please call us on 01223 896 606.

Before you make payment, we would appreciate if you could get in touch to let us know to ensure the gift is processed correctly and as the legator wished.

Depending on the type of gift left to Alzheimer’s Research UK, we may need to ask you for further documentation for our processes and for audit purposes.

If you’re considering making a Deed of Variation, you can find out more about what these documents are and how to make one.

Are you writing a Will and choosing executors?

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 coordinate – 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. Alzheimer’s Research UK isn’t able to act as executor of your Will.

Get in touch

If there’s anything else you’d like to ask us about, please don’t hesitate to get in touch.

You can email us at giftsinwills@alzheimersresearchuk.org or call us on 01223 896 606.

Download the Guide for Lay Executors

We’ve produced this guide to help you with any questions you might have about the role of an executor and administering the gift to Alzheimer’s Research UK.

Useful links