I’m an executor or solicitor - Heart Research UK

I’m an executor or solicitor

Please inform us of a gift as soon as possible, this means we can take the deceased off our donor list so they don’t get any future mailings, we understand this can often be distressing.

 

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.

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.