USE YOUR WILL. CHANGE THE WORLD.

Similar documents
Address:. Telephone Number: (Home) (Mobile) Marital Status: Single / Divorced / Engaged / Remarried / Married / Widowed / Separated

Any gifts you make to the Engineers Trust (or any registered charity) during your lifetime or in your will will be exempt from Inheritance Tax.

WILL PREPARATION DOCUMENT

MAKING A WILL USEFUL INFORMATION. This is a guide to making a Will and is not a legal document. Please contact a Solicitor.

Your guide to making a Will

Your guide to making a Will

Guide to making your Will

Innovative conservation since 1903 LEGACY INFORMATION. Credit: Jeremy Holden/FFI. Registered Charity No.

Address:. Postalcode:. Telephone Number: (Home) ( ) Marital Status: Single / Divorced / Engaged / Remarried / Married / Widowed / Separated

Leaving a Legacy to Scotland s Wildlife

Find out more. Calls may be recorded. Minicom and Saturday 9am-1pm. Lines open Monday to Friday 8am-6pm.

ING A LEGACY TO PINALL FOUNDATION LEAVING A LEGACY TO THE ASPINALL FOUNDATION

Leaving Myeloma UK a legacy

...always an animal lover

A GUIDE TO WILLS AND PROBATE

Your guide to making a Will

What To Do When Someone Dies

WILL QUESTIONNAIRE. Section 1: Your details. Client 1 Client 2. Your title: Your full name (include middle names): Have you ever used any other names?

Wills and estate planning

DEVEREUX & CO WILLS. A B C Guides. q Conveyancing

WHAT TO DO WHEN SOMEONE DIES

2 WIRES guide to Wills and Bequests A Will to save our Wildlife

LEGACY INFORMATION PACK

Guide to trusts. A brief guide to Trusts and our Trustbuilder tool

TAX, RETIREMENT & ESTATE PLANNING SERVICES. Your Will Planning Workbook

The rise of the UK s inheritance economy

Guide to trusts. A brief guide to Trusts and our Trustbuilder tool. Trusts the basics. Settlor makes a gift to the trust

A. L. HUGHES & CO. SOLICITORS & COMMISSIONERS FOR OATHS ESTABLISHED Wills Service. Guide for Clients

A GUIDE TO WILLS AND ESTATE PLANNING

Leaving a charitable legacy in your Will

Bridlington Hospital Funds. York Teaching Hospital NHS Foundation Trust. A lasting legacy

On Leaving a Bequest

A brief guide to Trusts and our Trustbuilder tool

A guide to INHERITANCE TAX

Educating Girls Since 1846 FUNDRAISING FOR THE FUTURE: A LEGACY GUIDE

Your Will Planning Workbook

WHAT TO DO WHEN SOMEONE DIES

Estate -all assets owned by the Testator at the time of death. This includes all money, property and other possessions.

INSPIRE A GENERATION. MAKE A DIFFERENCE.

Helping your loved ones. Simple steps to providing for your family and friends

Your guide to making a Will

Bereaved customers. Helping you deal with a deceased person s account

CAF CHARITABLE LEGACY SERVICE. Making it simple to leave a lasting impression

Making a Will. A Guide Lawyers 92 Firms 60 Countries

Guide to buying an annuity

Your Will Planning Workbook

A gift in your will FROM LITTLE

WORDING A CODICIL TO INCLUDE A BEQUEST TO ENO

MORGAN MCMANUS PRIVATE CLIENT ADMINISTERING AN ESTATE IN THE REPUBLIC OF IRELAND

Your Guide to Making a Will

Requirements vary from state to state. Generally, for your will to be valid, the following requirements must be satisfied.

If you would like you can also add a picture of the church or church activity of your choice.

THE BUSINESS OWNERS GUIDE TO WILLS AND LASTING POWERS OF ATTORNEY (LPAs)

Reducing Your Inheritance Tax: What can you do, and how do you do it?

Understanding pensions. A guide for people living with a terminal illness and their families

CHALLENGING A WILL. A challenge to a Will occurs when someone seeks to overturn the last Will and Testament of a deceased person through the courts.

Leaving a will: your essential guide

ESTATE PLANNING ESSENTIALS

Why You Need a Will. ABC Company 123 Main Street Anywhere, USA

The importance of assistance

We take care of estate administration. Quickly and completely. It s all we do, every day.

Will Questionnaire (Individual)

Estate administration services

A GUIDE TO. PrOTECTING wealth. FOr GENErATIONs

Lump sum death benefit form Section A/B

A brief guide to our Flexible Trust

A GUIDE TO INHERITANCE TAX PLANNING

Equity Release. A guide to our Lifetime Mortgage products

ESTATE PLANNING FACT SHEET

LEAVING A GIFT in your will

WILL WITH TESTAMENTARY TRUST

CAF CHARITABLE TRUST. Guide to your CAF Charitable Trust. Registered charity number

Flexible Trust. Important notes. 1. This documentation has been produced for consideration by you and your legal advisers.

When Someone Dies... A To Do checklist and what happens in an Administration of an Estate. solicitors as soon as possible. 1. Registration of Death

What to do when a shareholder dies

ADMINISTRATION OF ESTATES

A Guide for Wills, Estates and Trusts

Vanguard Financial Education Series ESTate planning. How to create an estate plan that will help your family

BEREAVEMENT GUIDE. It would be useful to get the following information together before you start:

Inheritance Tax Planning

PROBATE. A Guide for Family & Friends on the death of a loved one.

WHAT SHOULD I DO ABOUT TAX WHEN SOMEONE DIES (August 2009)

WHAT HAPPENS IF I DIE WITHOUT MAKING ANY WILL?

Estate Planning & Administration

THE STATE BAR OF CALIFORNIA DO I NEED A WILL? GET THE LEGAL FACTS OF LIFE

Factsheet 7: Planning for your disabled family member s future

Your Will. Wills & Bequests. Te Ope Whakāora

RICHARD L. COLLARI JR. ATTORNEY AT LAW

ESTATE PLANNING GUIDEBOOK. An Introduction to Ensuring Your Intentions

Estate Planning Kit. Cover Letter for Estate Planning Kit

Savings. Savings account conditions

B M O N e s B i t t B u r N s

Equity Release Lifetime Mortgages. Making your property work for you in retirement

A practical guide to living with and after cancer

A Guide to Inheritance Tax & Estate Planning

When Someone Dies... A To Do checklist and what happens in an Administration of an Estate. Contents. 2. Funeral Arrangements.

Your State Pension Choice Pension now or extra pension later: A guide to State Pension Deferral

WILLS. A Will is a legal document naming the people - called beneficiaries - you want to receive your property and possessions, after you die.

WILLS AND PROBATE GUIDE

ESTATE PLANNING. Estate Planning

Transcription:

USE YOUR WILL. CHANGE THE WORLD.

KATE ALLEN, DIRECTOR OF AMNESTY INTERNATIONAL UK AMNESTY INTERNATIONAL UK Dear Amnesty Supporter Amnesty International UK s Make a Will Month is a great opportunity for you to get the important task of making or updating your Will out of the way. To help you, we ve recruited partner solicitors across the UK for the scheme who have offered to provide free Will-writing services to individuals like you. We ve also put together this guide, with advice to help make the process of making or changing your Will as simple and convenient as possible. If you do use the scheme, it would be wonderful if you could consider leaving a gift in your Will towards our work. As Director of Amnesty International UK, I get to see on a daily basis just what our supporters can do to change people s lives and by leaving a legacy, you can help that great work continue long into the future. Any gift, whatever its size, will make a priceless difference to so many people s lives. If you have any queries about Amnesty s Make a Will Month, please give us a call or if you re ready now, please get in touch with your local participating solicitor directly. Thank you, for being Amnesty Kate Allen

MAKING A WILL Amnesty s Make a Will Month in March 2019 is offering supporters the opportunity to have a simple Will written or updated for free by a local solicitor. Having a Will isn t a legal requirement, but it s the only way to ensure that your estate is passed on to the people and charities that you want it to go to. Without a Will, it s the legal system that will decide who receives what from your estate. Most people who use the Make a Will Month scheme do kindly choose to leave a gift to Amnesty in their Will. You don t have to but we hope you will consider it. Any gift, whatever its size, really is priceless to us gifts left in Wills by our supporters now fund around 16% of our campaigns. Before you visit a solicitor, it s worth putting together a list of your assets (what you own) and liabilities (what you owe), so you can work out AMNESTY INTERNATIONAL what your estate is worth. Included in this booklet is a simple Will planner which we advise that you fill out in preparation for your appointment. CHANGING YOUR WILL You can change your current Will during Make a Will Month too. It s important to regularly review your Will, to take into account any changes in your life and to Inheritance Tax rules. If the change is simple, your solicitor may be able to add a codicil a small addition to your Will that has legal status. If the change is more complex, the best thing may be to write a new Will. AMNESTY INTERNATIONAL UK MAKE A WILL MONTH

TEODORA DEL CARMEN VÁSQUEZ In July 2007, Teodora suffered a stillbirth while at work. Rather than receiving immediate medical help, she was arrested by police and later sentenced to 30 years in prison for aggravated homicide. In El Salvador, women who suffer miscarriages or stillbirths are routinely suspected of having an abortion and the penalty can be up to 50 years in prison. After ten years in prison, Teodora was finally released in February 2018 and reunited with her family. Amnesty International supporters had campaigned for her release throughout the time she was behind bars. The support I got from all those people around the world planted a seed of hope in my heart. It created a little light, that will always keep burning... AMNESTY INTERNATIONAL By choosing to leave a legacy to Amnesty in your Will, you could help secure the release of someone like Teodora in the future.

SUPPORTER FEEDBACK I can t believe how easy it was! I m not sure I would have made a Will yet if Amnesty hadn t made it sound so easy to do. Sophie, supporter from Manchester The experience of making wills with this solicitor was excellent - we could not have a more helpful solicitor and will recommend him in future. Amnesty s publicity about Make a Will Month was very clear and easy to follow. Thank you for the opportunity Mr & Mrs W, supporters from Bolton It encouraged me to finally sort something I d been meaning to do for some time. I m happy knowing that it is done and that I ve been able to leave something to the charities I care about. Kimberley, supporter from London Good way of raising funds through an important service and indeed making solicitors more aware of the work of the organisation. Thank you. Mr G, supporter from Surrey

HOW TO TAKE PART The nearest participating solicitors to you are listed in your letter. If you ve misplaced it, don t worry you can find all the details you ll need online at www.amnesty.org.uk/makeawill. You can also use our online postcode finder at www.amnesty.org.uk/ findasolicitor to search for alternative solicitors near to where you live or work. All you need to do is contact your chosen solicitor directly to arrange an appointment between 1 and 31 March 2019, and they will help you plan your Will and then write it up, so that all your wishes are carried out. LEAVING A GIFT TO AMNESTY Leaving a gift to Amnesty in your Will is one of the most valuable and lasting ways you can help protect individuals wherever freedom, peace and justice are denied. It costs nothing during your lifetime but will have a powerful impact for years to come. Each legacy Amnesty receives translates into action and support for individuals being denied their rights. WHAT YOUR GIFT COULD DO With your help just 1% of a 50,000 estate could help cover the cost of our school speakers programme, teaching 27,000 young people about human rights and inspiring the next generation of human rights defenders. A legacy from you of 5,000 could pay for media fellowships in developing countries for four journalists, enabling them to report and raise awareness of human rights violations. Leaving Amnesty International UK 10% of a 300,000 estate could enable us to conduct two human rights investigations in crisis countries with security equipment, satellite imagery and forensic support.

SAMPLE LEGACY WORDING We strongly recommend you have your Will drafted by a solicitor to ensure your wishes are properly carried out. Here is some sample wording you may find useful if you choose to leave a legacy to Amnesty For a percentage of your estate after specific gifts and debts have been paid (a residuary gift) I give a. % share of the residue of my estate to Amnesty International UK Section Charitable Trust, The Human Rights Action Centre, 17-25 New Inn Yard, London EC2A 3EA, registered charity number 1051681 to be used for its general charitable purposes and I declare that the receipt of the Treasurer or other proper officer shall be a full and sufficient discharge. For a specific sum (a pecuniary gift) I give the sum of (words and figures) to Amnesty International UK Section Charitable Trust, The Human Rights Action Centre, 17-25 New Inn Yard, London EC2A 3EA, registered charity number 1051681 to be used for its general charitable purposes and I declare that the receipt of the Treasurer or other proper officer shall be a full and sufficient discharge. PREPARING FOR YOUR VISIT Before you visit a solicitor, fill out the simple Will planner overleaf. Using the Will planner you can put together a list of your assets (what you own) and liabilities (what you owe), so you can work out what your estate is worth. Did you know? Around 16% of Amnesty s funds come from gifts people leave in their Wills AMNESTY INTERNATIONAL UK MAKE A WILL MONTH

YOUR WILL PLANNER Prepare for your meeting with your solicitor by completing this simple checklist. Your executors These are the people who will ensure everything happens. You can have up to four executors. They could be friends or family or a solicitor. Make a note of their full names and addresses. Please note that Amnesty cannot act as an executor of your Will. Children s full names and addresses (if different from your own) Guardian s full name and addresses (if you are appointing a guardian for your child) Remember to discuss your wishes with the people you wish to appoint to make sure they agree. Some people may also have pets they would like someone to take care of. WILL PLANNER AMNESTY INTERNATIONAL UK MAKE A WILL MONTH

MAKE A LIST OF YOUR ASSETS In the first section, make a list of everything you own and make a note of its approximate value. This section will help you work out the value of your estate. In the second section, think about what you owe and make a note of your liabilities. Deduct total B from total A and the result is the total net value of your estate. What is the value of your major assets? What are your major liabilities? WILL PLANNER Your home (or share in it) Other property and land Cars and other vehicles Home contents including furniture and fittings Items of particular value (eg jewellery/art) Money in banks and building societies Shares, investments, national savings, premium bonds Insurance and pensions Other savings and assets A Total assets Your mortgage Loans and overdrafts Your credit cards Credit or high purchase agreements Other liabilities B Total liabilities Total assets total liabilities = total estate value AMNESTY INTERNATIONAL UK MAKE A WILL MONTH

WHO DO YOU WANT TO REMEMBER IN YOUR WILL? Make a list of the family, friends and charities you would like to benefit in your Will and think about what you would like them to receive. You will need to decide what you would like to give each person and whether it should be a specific item or amount of money or a % share from your estate. Name Address % share Amount Specific item WILL PLANNER Any questions? Now that you have started to think about making your Will you may have additional queries. List any questions you might like to discuss with your solicitor on a separate sheet and keep these together with your Will planner. AMNESTY INTERNATIONAL UK MAKE A WILL MONTH

LEGAL TERMS Here is a short glossary of the legal terms you might find useful when making your Will. An administrator is someone who is appointed by law to settle your affairs if you die with no Will. A beneficiary is anyone who receives something from a Will. A bequest (legacy) is a gift left in a Will. It can be: residuary: a gift of money or assets left when other legacies and expenses have been paid normally expressed as a part or percentage of the residue of your estate pecuniary: a gift of a particular sum of money specific: a definite object or property A codicil is an addition or amendment to an existing Will. Your estate is the total value of everything you own at your death, less any outstanding commitments. An executor is the person or people you choose to make your Will happen. They can be a relative, a friend or your solicitor. Amnesty cannot act as an executor of your Will. Guardians are the people chosen by parents to look after their children in the event of their death. Intestacy is the name for the situation that arises when someone dies without making a Will. Inheritance tax is a 40 per cent tax deducted from estates with a value of more than 325,000. Money left to your spouse or a charity is not taxed. Anyone leaving 10% or more of their taxable estate to charity may qualify for a reduced rate of Inheritance tax - 36% rather than 40%. Probate (Confirmation in Scotland) is the legal process to establish whether your Will is valid. If not, an administrator is appointed. A testator/testatrix is the person making the Will. A trust is an arrangement you can make in your Will to administer part of your assets after your death. Did you know? Almost half of people without a Will say they simply haven t got around to making one* WILL PLANNER AMNESTY INTERNATIONAL UK MAKE A WILL MONTH *Source: Will Aid research, July 2014

AMNESTY INTERNATIONAL UK MAKE A WILL MONTH To find out more about Amnesty s Make a Will Month please get in touch. Visit www.amnesty.org.uk/makeawill Email legacy@amnesty.org.uk Call Christina Sandberg on 020 7033 1657 Young refugee from Syria at Freij informal tented settlement in Lebanon. AMNESTY INTERNATIONAL SUPPORTER PROMISE We are committed to the highest standards in fundraising. Read our promise to you: www.amnesty.org.uk/promise. Amnesty International UK Section Charitable Trust, The Human Rights Action Centre, 17-25 New Inn Yard, London EC2A 3EA Telephone +44 (0)20 7033 1500 Facsimile +44 (0)20 7033 1503 Textphone +44 (0)20 7033 1664 Charity registered in England & Wales no.1051681. Charity registered in Scotland no.sc039534. Company Limited by guarantee. Registered in England no. 03139939. Registered office as shown above.