2017. 03. 31 - Holy Trinity with Spring blossom - by John Rollisson

If you are making or revising your will, a legacy included for Holy Trinity could be of great benefit to future generations. If your estate is liable for Inheritance Tax, then giving to a charity such as Holy Trinity could reduce the amount of tax payable.

Your legal adviser will be able to help you but the Church of England offers suggested wordings for gifts left by will which are as follows:

To leave a share of your estate

“I give              % of my residuary estate free of all taxes to the Parochial Church Council of the parish of                  (registered charity number if applicable)                   in the Diocese of          for its general purposes, and I declare that the receipt of an officer of the Parochial Church Council shall be a sufficient discharge to my executors and trustees.”

To leave a fixed sum of money

“I give the sum of £            (pounds only) free of all taxes to the Parochial Church Council of the parish of                  (registered charity number if applicable)                in the Diocese of          for its general purposes, and I declare that the receipt of an officer of the Parochial Church Council shall be a sufficient discharge to my executors and trustees.”

 

The Church of England provides further information to anyone considering giving to the church in their will here:  https://www.churchlegacy.org.uk/leaving-a-legacy/leaving-a-legacy