Leaving us a legacy

Thank you very much for considering remembering us in your Will. Leaving us a legacy is simple, and as well as helping us to continue supporting our marginalised beneficiaries to make positive changes for their futures, gifts to charities are free from inheritance tax and so may help to reduce the level of tax payable on your estate.

Pledging a legacy to the Irene Taylor Trust can be done when you first make your Will, by drafting a new Will or by adding a simple Codicil. We always recommend using a solicitor to make or amend a Will, as a solicitor will ensure that your Will is legally valid and that your wishes will be carried out.

There are three ways of leaving a charity a gift:

• A residuary gift is the remainder of your estate, or a percentage of it, after all gifts to friends and family have been made and any debts, taxes and expenses paid
• A pecuniary legacy is the gift of a fixed sum of money. It can be indexed linked to protect its value
• A specific legacy is the gift of a particular item such as stocks and shares, property, life insurance policies or jewellery

The key information to include in your Will is our legal charity name, charity number and registered office address:

The Irene Taylor Trust, registered charity number 1037105
Address: The Irene Taylor Trust, 35-47 Bethnal Green Road, London, E1 6LA

The ‘Remember a Charity’ website has more guidance about how to remember a charity in your Will and the issues you might want to consider: https://www.rememberacharity.org.uk/

If you do decide to remember us in your Will – thank you so much! This will make such a big difference to the people we work with. If you would like us to know about your bequest, want to make us aware of any specific areas of our work you’d like a legacy to support, or have any questions, please do get in touch, we’d love to hear from you! Please email luke@irenetaylortrust.com or call the office on 020 7059 0306