Skip over main navigation
  • Sign up
  • Log in
  • Basket: (0 items)
Hearts Together
  • Search
  • Facebook
  • Twitter
Donate
Menu
  • About us
    • Vision, mission & values
    • The difference we make
  • Hospital Hotel
    • For patients, carers, friends and relatives
    • For healthcare professionals and trainees
  • In the community
    • Defibrillator locations
  • Supporting you
    • Advice & Information
      • Pre & Post Operative Cardiac Care
      • Cardiac rehabilitation
      • Your nearest cardiac rehab group
      • Congenital Heart Disease
    • Peer support
      • Request peer support
      • Become a peer supporter
  • Better health, brighter futures
    • Hospital grants and donations
  • Get involved
    • Donate
    • Support a fundraiser
    • Fundraise
      • Fundraising ideas
      • Create your own fundraising page
    • Leave a gift in your will
    • Volunteer
      • Why volunteer
      • Volunteer roles
  • Latest
    • News
    • Your stories
    • Tell your story
    • Events
  • Admin
    • Log in
  • Basket: (0 items)
  • Leave a gift in your will

Leave a gift in your will

Gifts in wills for Hearts Together enable lifesaving equipment for people living in rural communities.  In addition, people coping with cardiac conditions and their families receive day to day support because of generous legacies we have been left.

Every gift, however large or small, makes a difference to heart patients and their families in the South West.

Making a will

Making a will need only take a few minutes.  A simple will need not cost a lot and can easily be changed.

There are three different types of legacy gifts:

  • A share of your estate, or ‘residuary legacy’. This is a percentage of your estate after all other gifts and expenses have been paid.
  • A specific sum or ‘pecuniary legacy’
  • A specific item; this could be something valuable such as an antique, painting, property or shares.

If you leave a gift to Hearts Together in your will it will not be included when valuing your estate for Inheritance Tax purposes.  The value of your gift will be deducted from your estate before Inheritance Tax is applied.

To remember Hearts Together in your will, you will need the following details:

Address: Hearts Together, 7 Blunts Lane, Derriford, Plymouth, PL6 8BE

Reg charity number: 1183181

We recommend that you seek the advice of a qualified legal professional when writing your will.  They will inform you about current inheritance tax thresholds as well as ensuring your will is valid and that your wishes will be followed.

If you’ve decided you want to remember Hearts Together in your will, you can use the following wording as a starting point for a discussion with your solicitor:

Residuary bequest (a share of your estate)

My bequest to Hearts Together of the residual estate (or a proportion of) – a residuary or percentage legacy “Subject to the payment of my debts, funeral and testamentary expenses, I give the whole (residuary) or ______% of my estate not otherwise disposed of by this my Will to Hearts Together (Registered charity number 1183181) of 7 Blunts Lane, Derriford, Plymouth, PL6 8BE, for the general purposes of Hearts Together and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge.”

Pecuniary bequest (a specific sum of money)

My bequest to Hearts Together for a set sum – a pecuniary legacy “I give free of tax to Hearts Together (Registered charity number 1183181) of 7 Blunts Lane, Derriford, Plymouth, PL6 8BE, the sum of £______ for the general purposes of Hearts Together and I declare that the receipt of their Treasurer or other proper officer shall be a full and sufficient discharge.”

To find our more contact us at: [email protected] or speak with a member of the team on: 01752 315 900

Published: 13th September, 2018

Updated: 30th June, 2019

Author:

Share this page
  • Email
  • Facebook
  • Twitter

Latest

  • Sarah Harber-smith {Event/Activity/Cause}

    Sarah Harber-smith {Event/Activity/Cause}

    I'm raising money for Hearts Together because....

    Please support me by making a donation.

  • Clem's Golf Day

    Clem's Golf Day

  • Clem's Golf Day 2020

    Clem's Golf Day 2020

  • Congenital Heart Disease

    Congenital Heart Disease

    Find out more about the congenital heart disease network for the South West and Wales

Most read

  • Rewarding Our Hidden Heroes

    Rewarding Our Hidden Heroes

    Sarah Dormor and David Wells were both recognised for the amazing support they have given to HeartSWell over the years.

  • New Chairperson

    New Chairperson

    We are looking for a new Chair to work along side our board and operational to team to take us to the next level, could that person be you?

  • What we do

    What we do

    what do HeartSWell do?

  • HEARTSWELL SOUTH WEST DONATES LIFE SAVING EQUIPMENT TO TREVI HOUSE

    HEARTSWELL SOUTH WEST DONATES LIFE SAVING EQUIPMENT TO TREVI HOUSE

    Supporting our communities to become heartsafe, working together with other local charities for the greater good.

  • Hospital Hotel - Various Roles

    Hospital Hotel - Various Roles

    We are looking for willing volunteers with a little time to spare to help out at our busy Hospital Hotel.

  • Defibrillator programme

    Defibrillator programme

    Defibrillators save lives! Do you know where your nearest one is? If you need a defibrillator for your organisation or local community, find our more about Hearts Together's programme and how we could help you to become heart-safe from as little as £500.

  • The difference we make

    The difference we make

    Our Hospital Hotel provides patients, carers, relatives & healthcare professionals with a safe and comfortable place to stay, just a stones throw from Derriford Hospital, DDRC and The Nuffield.

  • Vision, mission & values

    Vision, mission & values

    Hearts Together's vision, mission and values

  • Rewarding Our Hidden Hero

    Rewarding Our Hidden Hero

    It was our privilege and pleasure to thank one of our wonderful volunteers yesterday.

  • Supporting the work we do

    Supporting the work we do

    Support us to expand our services and help more people in need with: accommodation, counselling, peer support, equipment and new services

Tag cloud

The history of HeartSWell

Sign up for our newsletter

Please enter your first name
Please enter your last name
Please enter your email address Please enter a valid email address (e.g. [email protected])

Contact us
Registered Office 


7 Blunts Lane
Derriford
Plymouth
PL6 8BE

+44 (0)1752 315 900
+44 (0)1752 315 929
[email protected]

Or contact us online by clicking here

Links

  • Sitemap
  • Accessibility
  • Terms & Conditions
  • Privacy Policy

Follow us

  • Facebook
  • Twitter



© 2019 Hearts Together – Registered Charity No. 1183181

COVID-19 - We are open & here to help