Legacy Donation form
GIFTS ON DEATH ---- LEGACIES
Legacies are an extremely tax effective way of supporting charities:
They cost NOTHING in your lifetime.
They are exempt from inheritance tax which at the moment is 40%.
Thus they reduce the inheritance tax liability on your estate.
The following form of words may be useful:
"I GIVE the sum of £___________ [ figures ] _____________________________________ [ words ]
to THE SHROPSHIRE REGIMENTAL MUSEUM [REGISTERED CHARITY NUMBER 294260] AND I DIRECT that the receipt of the treasurer or other officer of the said museum shall be a good discharge to my Executors."
NOTE: Whilst there is no requirement to do so, it would be helpful to the Museum if you would also complete the form below giving details of your intended legacy and return it to the Secretary. This would be for information purposes only and will be treated with total discretion.
DETAILS OF POSSIBLE LEGACY
Full Name :
Post code :
Amount : £
or other details:
Return to: The Hon. Treasurer, Shropshire Regimental Museum,
The Castle, Shrewsbury, SY1 2AT