Elisabeth Svendsen Trust

Leaving a legacy or bequest to the Elisabeth Svendsen Trust for Children and Donkeys (EST) will help us to providing riding therapy with donkeys to children with special needs and disabilities and to help bring enjoyment and pleasure into their lives.

If you would like to discuss how you can include a gift to EST in your Will, or would like further information, please contact us.

Leaving a gift

This is often the one time in people's lives when they can afford to make a donation to causes which are dear to them. The cost of raising a family nowadays very often leaves little cash to spare and, later in life, retirement brings with it the need to conserve cash outgoings. If you are fortunate enough to have a property or a capital sum invested, then provision can be made, by way of a legacy, for a significant donation to a charity which you have long admired.

Tax benefits

A gift to a registered charity in a Will brings with it favourable tax exemptions and reliefs, with Inheritance Tax as an obvious example.

As a general rule, gifts to registered charities under the terms of a Will are wholly exempt from Inheritance Tax. If one or more charities are the only beneficiaries of the Will, then no Inheritance Tax will be paid from your Estate.

In the case of a mixed residue, where part of your Estate is given to relatives and friends, the liability to Inheritance Tax can be reduced by including a bequest to a registered charity.

How to leave a legacy

If you wish to leave a legacy to EST, you first have to decide the type of legacy you wish to leave. This can be a specific legacy, a pecuniary legacy or a residuary bequest.

It is helpful if bequests are made for the general charitable purposes of the charity as this means your gift can be spent where it is most needed at the time it is received.

If you have already made your Will, a bequest to our charity may be added to it by way of a Codicil.

EST relies totally on donations and legacies to assist us in our work. If you would like to help EST to continue its work in the future, then please remember our charity in your Will.

Thank you.