Legacy Donations
Your Legacy, Their Future
We know that family always comes first. Once you have taken care of your loved ones, you might also consider supporting Access Plymouth. By leaving a tax-free gift to us in your Will, you can help to ensure your legacy lives on. Your generosity will enable us to continue helping older and disabled people stay independent and connected within their community.
Why making a Will is important –
Advice from the Citizens Advice Bureau
- Avoid unwanted distribution: Without a Will, your money, property, and possessions will be divided according to strict legal rules, which may not reflect your wishes.
- Protect unmarried partners: Unmarried couples or those not in a registered civil partnership cannot inherit from each other unless a Will is in place. This could leave the surviving partner in financial difficulty.
- Provide for Children: A Will allows you to specify arrangements for your children should one or both parents pass away.
- Minimise inheritance tax: With proper planning and a Will, you make be able to reduce the inheritance tax your estate has to pay.
- Adapt to life changes: Significant life events – such as separation, remarriage, or entering a civil partnership – can affect your Will. It is important to update it to reflect your current situation and intentions.
Why Leave a Legacy?
- Support essential transport services for vulnerable individuals.
- Enable us to maintain and grow our accessible vehicle fleet.
- Make a lasting difference in the lives of people facing mobility barriers.
Leaving a gift in your Will
There are three way you can leave a gift in your Will, these are:
Gift of Money
If you decide to leave a specific sum of money to Access Plymouth in your Will, please inform your solicitor that this is a pecuniary bequest. To help your gift retain its value over time, we recommend linking it to the Retail Price Index (RPI).
If you would like to leave us a cash legacy, you may wish to use the following wording: –
“I bequeath to Access Plymouth, registered charity number 1143569, of Access Plymouth, Mayflower East Car Park, Mayflower Street, Plymouth, PL1 1QJ, the sum of £____ to be used for the general purposes of the said charity. The receipt of the Secretary or another authorised officer shall be a full discharge to my Executors.”
Gift of Specific Legacy
Some supporters choose to leave us particular items in their Will – such as property, shares, or jewellery. This type of gift is known as a specific legacy.
If you would like to leave a specific legacy, you can use the following wording: –
“I bequeath to Access Plymouth, registered charity number 1143569, of Access Plymouth, Mayflower East Car Park, Mayflower Street, Plymouth, PL1 1QJ, my [brief description of the item] to be used for the general purposes of the said charity. The receipt of the Secretary or another authorised officer shall be sufficient to my Executors.”
Gift of Residuary Estate
The remainder of your estate can be left to our charity, either entirely or alongside other organisations.
If you would like to leave us a residual legacy, you can use the following wording: –
“I bequeath to Access Plymouth, registered charity number 1143569, of Access Plymouth, Mayflower East Car Park, Mayflower Street, Plymouth, PL1 1QJ, the whole [or %] of my residuary estate to be used for the general purposes of the said charity. The receipt of the Secretary or other authorised officer of said charity shall be sufficient to discharge my Executors.”
Please be advised that we recommend seeking independent legal advice and consulting a solicitor before preparing a Will and including a gift to us. This document is intended for informational purposes only.