If someone has chosen you to be the executor of their Will and has left a gift to Caring Together Charity, we’re here to help. You can get in touch with our us by sending us an email, by calling 0345 241 0954. Our registered charity number is 1091522.
You can contact us by post at:
Legacies
Caring Together Charity
L D H House
Parsons Green
St Ives
Cambridgeshire
PE27 4AA
Making a payment
When making a payment, please let us know by emailing [email protected], or include a cover letter with a cheque. Please include:
- The full name and last address of the person who has left the gift.
- The gift amount.
- When any bank transfer was made.
1. Pay by bank transfer
To pay a gift in a Will to Caring Together by bank transfer, please use the following details:
Account name: Caring Together Charity
Sort code: 30-94-47
Account number: 26934760
Reference: Please use the reference – LEGACY/lastname of the deceased.
2. Pay by cheque
Please send any cheque made payable to ‘Caring Together Charity’ to: Legacies, Caring Together Charity, L D H House, Parsons Green, St Ives, Cambridgeshire, PE27 4AA.
If you’d like us to send you a freepost envelope, just let us know.
3. Pay a percentage of an estate
If the gift is a percentage share of an estate, please also send us a copy of the Will and final estate accounts to ensure that we have a record of these for our auditing requirements. We will then be able to provide you with our formal receipt for your executor records.
Further guidance
Inheritance Tax
As a registered charity, Caring Together is usually exempt from Inheritance Tax, Capital Gains Tax and some aspects of Income Tax.
For more information, consult with your solicitor, visit HMRC’s website, or call their helpline on 0845 302 0900.
Help with administering an estate
To find a probate solicitor to assist with the administration of an estate, visit The Law Society (England and Wales).
Previous registered names
We’ve not always been known as Caring Together Charity:
1973 – Crossroads Care
2006 – West Anglia Crossroads
2011 – Crossroads Care Cambridgeshire
2013 – Carers Trust Cambridgeshire Crossroads Carer Service
2015 – Carers Trust Cambridgeshire Peterborough and Norfolk
2019 – Caring Together Charity
When leaving a gift in your Will to us, plese use our current registered name, Caring Together Charity.
Our legacy promise
We promise:
- To use your gift wisely and effectively.
- If you want your gift used for a specific purpose, we will do our utmost to fulfil your wish.
- We will never put you under any pressure to tell us your intentions but if you do tell us then we can say thank you!
FAQs
Do I need a Will?+
There’s usually a key time in someone’s life when they decide to write a Will. Whether that’s an anniversary, a birth of a child, or moving house.
However, there doesn’t have to be a change in your life to write a Will. It’s important to have one, and ensuring your affairs are in order helps family and friends at a stressful time, ensures your wishes are followed, as well as making sure your loved ones are taken care of. It’s also the only way for you to leave a legacy to the causes and charities that you care about.
What if I already have a Will?+
If you’ve already written your Will – don’t worry. If you’d like to make a small amendment, like adding a gift to Caring Together Charity, you can do so by getting in touch with the solicitor you wrote your Will with and getting this updated.
If you’d like to make any significant changes, or if you’d like to re-write your Will anyway, simply use one of our free services.
What types of gifts can I leave?+
If you’d like to leave a gift in your Will to Caring Together, there are a number of ways you can do it. You could gift:
1. A share or percentage of your estate (residuary gift)
You may wish to leave all or part of what is left of your estate after other gifts and debts have been paid. This gift will not be eroded in value by inflation over the years.
2. A set sum of money (pecuniary gift)
You may wish to leave us a stated sum of money. With this gift, it’s important to remember that the value of money changes over time and you may need to alter your Will periodically to keep up with inflation.
3. A specific item of value
You may decide to gift us specific items of value, such as works of art or property.
4. A reversionary gift
This gift enables you to pass your estate, or specific assets of your estate, to individuals who will benefit throughout their lifetime. Following their deaths, all or some of the estate is then passed to the beneficiaries, as specified in the reversionary legacy. For example, property may be left to a cousin for their lifetime and then bequeathed to Caring Together Charity after their death.
For more information on types of gifts, as well as suggested wording for your will, you can download a copy of our free Wills guide.
Are there any tax benefits?+
As a registered charity, your gift to Caring Together Charity will be free of Inheritance Tax (IHT). So, if the value of your estate is more than the tax threshold, a gift to charity could reduce the burden of Inheritance Tax. Also, if you leave 10% or more of your estate to charity, this can reduce the rate of IHT from 40% to 36% on some assets.
Find more information about Inheritance Tax.
Unfortunately, we are unable to claim Gift Aid on gifts in Wills.
Where do I keep my Will?+
Wills often get lost or mislaid over time, so make sure to keep yours safe. We recommend leaving a copy with your solicitor, or with someone you trust. Alternatively, for a small fee, you can register your Will with the National Will Register.
