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Leave a legacy

Legacy leaftlet

A gift in your Will is an investment in the future

Our advice services are more in demand today than ever before, and as we move into the future that demand looks set to grow even further. Any gift, however small, will help to ensure that we are still here for your family and friends, and their children and grandchildren.

Your Will

Every adult should have a Will, regardless of their age, income or wealth - it is the only way of ensuring your wishes are met after your death. Not making a Will can cause real  administrative and legal complications for your loved ones at a very difficult time.

In making a Will, naturally your first priority has to be taking care of your family and loved ones.

If you don't have a Will, having one written is a lot easier than you think.

If you already have a Will, changing it to include a gift to Citizens Advice or a specific Citizens Advice Bureau (CAB) is very straightforward.

Need more information? We have answered some frequently asked questions below.

Your gift

Gifts left to charities in Wills - usually known as legacies - don't need to be large. Even a small percentage of your estate, left as a gift, can make a big difference.

Citizens Advice is a charity - that's why we desperately need your support. As an independent charity, Citizens Advice and each of the 350 your local Citizens Advice Bureaux rely on the support of members of the public - people like you.

None of us can predict what problems our families and friends - and their children and grandchildren - may face in the future. They might have money difficulties, a relationship breakdown or ill health. They might have a disability, face an employment dispute or become a victim of discrimination. We are determined to make sure that whatever problems they face in the future, they don't have to face them alone. You can help us to achieve that aim today.

Leaving a gift to Citizens Advice or your local CAB benefits you, your family and the whole community.

How we will use your donation

Gifts left in wills help in many of ways:

Whichever you choose, you can be assured that your gift will make a real difference to people’s lives, to the building of healthier communities, and a fairer society.

If you would like to talk to someone about leaving a legacy to Citizens Advice or a particular Citizens Advice Bureau, please contact your solicitor, Paul Baird at Citizens Advice (020 7833 7104 / email legacies@citizensadvice.org.uk) or the manager at your local Citizens Advice Bureau.

Some frequently asked questions about Wills

How do I make a Will?

It's important that you use the services of a solicitor.

What if I already have a Will?

Your solicitor can add a gift to Citizens Advice or your chosen Citizens Advice Bureau into your existing Will through a simple written instruction called a codicil.

Do I have enough assets?

Most people are surprised by how much their assets add up to. You don't need to be wealthy to make a Will - or leave a legacy. After taking care of your loved ones, you can then choose to leave a Residuary legacy (a portion of what is left after all your other commitments have been met) - or a Pecuniary legacy (a gift of a specific amount) to the Citizens Advice service.

What about Inheritance Tax?

Leaving a gift to a charity such as Citizens Advice can lower the Inheritance Tax payable on your estate. Your solicitor can answer any questions you have about Inheritance Tax.

What else should I tell my solicitor?

Simply that you wish your gift to go to Citizens Advice or your chosen local Citizens Advice Bureau.

To continue our vital work we need your support, so please consult a solicitor soon – take care of your family and loved ones, and help us to take care of your community's future.

Remember a Charity

We are strategic Partners in the Remember a Charity consortium, and their website contains lots of further information and guidance on how to leave a gift to charity in your Will:

Remember a Charity logo

Citizens Advice