The Coastal Forces Heritage Trust

Leave a Legacy

HOW TO MAKE YOUR SUPPORT LIVE ON

Making a Will ensures that your estate is distributed exactly as you wish, by benefiting those individuals and causes you wish to help, If you die without making a Will this may not be the case.

The first and most important step in making a Will is to seek the professional advice of a solicitor. This will ensure that your Will is valid and that it reflects your wishes exactly. This is the first step towards leaving a Legacy. When you make your Will, please remember the Coastal Forces Heritage Trust.

Legacies have become an excellent way of fund raising, with Inheritance Tax benefits. If you already have a will and wish to leave a legacy to the Coastal Forces Heritage Trust, all you need to do is to make a small addition to your Will called a “Codicil”. The Codicil should be carefully drafted, signed and witnessed in the same way as your original Will and should be kept with your Will (but not attached).

When preparing a Codicil, the following wording may be helpful:

A BEQUEST FOR A FIXED SUM

I give and bequeath the sum of £ ……………. free of all Inheritance Tax to The Coastal Forces Heritage Trust, of The Royal Naval Museum, HM Naval Base, PORTSMOUTH, PO1 3NH and I direct that the receipt of the Trust Secretary or other proper officer for the time being of the said Coastal Forces Heritage Trust shall be a full and sufficient discharge for the same.

A BEQUEST FOR THE RESIDUE OF AN ESTATE

I give and bequeath to The Coastal Forces Heritage Trust of The Royal Naval Museum, HM Naval Base, PORTSMOUTH, PO1 3NH all (or a fraction of) the residue of my estate and effects whatsoever and wheresoever, and I direct that the receipt of the Trust Secretary or other proper officer for the time being of the said Coastal Forces Heritage Trust shall be a full and sufficient discharge for the same.

A Legacy to the Coastal Forces Heritage Trust would be exempt from Inheritance Tax.

Your legacy will give you the satisfaction of knowing that you will play a part in the furtherance of the Objects of the Trust to inform the public of the achievements of Coastal Forces and setting up a fitting memorial for those who fought and those who died.

Patron: Admiral Sir Mark Stanhope GCB OBE ADC DL,

Chairman:  Rear Admiral Rex Cox RN
A Company Limited by Guarantee registered in Cardiff No 2983847
A Registered Charity No 1044933