Information for executors, trustees, and solicitors

Informing us of a gift:

So that we are able to ensure that all correspondence can be carried out in a sensitive manner, please inform us of a gift as soon as possible. This means we can stop them from receiving any future mailings, at what can often be a very distressing time. Please email fran@heartresearch.org.uk or call 0113 234 7474.

To inform us of a gift please send:

• The full name of the deceased
• Their last address
• The date of death
• Executor’s name and contact details
• Copy of the Will
• Any reason this gift was made

Administering a gift

In most cases, we would prefer to receive the sale proceeds of a property or shares gifted to Heart Research UK. However, each case is different so before taking any action to either transfer or sell property or shares, please contact us.

Tax due on gifts in Wills

Typically, inheritance tax is not payable on legacies to registered charities. Charities are also exempt from capital gains tax and can reclaim income tax that has been deducted at source. We can supply you with a Memorandum of Appropriation to support this exemption. Just email fran@heartresearch.org.uk or call 0113 234 7474.

Gift Aid does not apply to legacies.

The rules can be complicated so to avoid the estate paying more tax than is necessary please contact us or consult a professional.

Payment information 

By Cheque: Please make cheques payable to Heart Research UK and post to Heart Research UK, Suite 12D, Joseph’s Well, Leeds, LS3 1AB.

By Bank Transfer: Please contact us before sending money via bank transfer so we can let you know our details and a reference.

Please note, our charity used to be called The National Heart Research Fund; if the Will features this name it does not affect the donation and we can still receive it. Please just ensure any cheques or bank transfers use our current name Heart Research UK.