Learn about Legacies

Leaving a gift in your Will to The Wildlife Trust of South and West Wales is a wonderful way to make a lasting contribution to wildlife. These gifts, no matter how small, help us to nurture and protect local wildlife and wild places. By leaving a gift in your Will to us you will be:

1. Helping local wildlife and wild places thrive
2. Ensuring younger generations can enjoy wildlife as you have done
3. Living on through the work of The Wildlife Trust of South and West Wales
4. Potentially entitled to lower inheritance tax

Solicitor 

You may prefer to use a solicitor to write your will and give a gift to The Wildlife Trust of South & West Wales.   

A. New Will 

If you have yet to make a Will, the first thing you need to do is talk to your solicitor. This will ensure that your Will is legally correct and that all your wishes are carried out. Use the solicitor directory to find a solicitor near you if you don’t already have one.

B. Codicil - ammend an existing will 

If you already have a Will and would like to include a legacy to the Wildlife Trust of South and West Wales, all you have to do is:

1. Contact your Solicitor
2. Instruct your Solicitor that you would like to leave a Legacy
3. Discuss the details of the Legacy

Your Solicitor can add your request to your existing Will – this is known as a codicil.

• Pecuniary Bequest – this is when you leave a specific sum of money. Please remember that inflation may impact on the amount we may actually receive.
• Specific Bequest – this is when you choose to leave a specific item such as a painting, jewellery or even your home.
• Residual Bequest – you may choose to leave whatever is left over once all your other bequests are made and all costs are met. This is the residue of your estate.

If you would like to leave a gift in your will to The Wildlife Trust of South and West Wales, you'll need to share the details with your solicitor:

• Charity Name: The Wildlife Trust of South and West Wales
• Registered Charity Number: 1091562
• Charity Address: Parc Slip Nature Centre, Fountain Road, Tondu, Bridgend, CF32 0EH

Here is some text that you can provide your solicitor with to amend your Will accordingly to include a gift to us:

Legacy of all or parts of net estate – Residual Legacy
"I give to The Wildlife Trust of South and West Wales, Charity Registration Number: 1091562 of The Nature Centre, Fountain Road, Tondu, Bridgend, CF32 0EH the residual (or % share of the residue) of my estate absolutely and I direct that (i) the proceeds may be used for the general purpose of The Wildlife Trust of South and West Wales and (ii) a receipt signed by a person for the time being authorised by the Trustees of The Wildlife Trust of South and West Wales shall be a good and sufficient discharge to my executors."

OR

Fixed sum legacy – Pecuniary Legacy
"I give to The Wildlife Trust of South and West Wales, Charity Registration Number: 1091562 of The Nature Centre, Fountain Road, Tondu, Bridgend, CF32 0EH the sum of £…… and I direct that (i) the proceeds may be used for the general purpose of The Wildlife Trust of South and West Wales and (ii) a receipt signed by a person for the time being authorised by the Trustees of The Wildlife Trust of South and West Wales shall be a good and sufficient discharge to my executors."