Legacies in favour of Monte San Martino Trust

Although the Trust's finances are sound, we cannot afford to be complacent, especially as the income received from legacies (as opposed to donations) has been disappointing. Hence we are drawing to the attention of our supporters how easy it is to make a legacy.

Together with the 2008 annual report, we enclosed some documentation that we hope will prove to be helpful should you wish to consider changing your will to include a legacy to the Trust. You will see that this can be a very easy and simple process.

As we continue to rely heavily on donations and legacies, any support would be greatly appreciated. All gifts to registered charities are exempt from inheritance tax.

If you have already made a Will and would like to add a bequest to the Monte San Martino Trust (registered charity no.1113897), you can use the codicil form sent out with the annual report, or obtain another form from the Treasurer. The codicil is suitable only for a cash bequest. Should you wish to make some other form of bequest (for example, leaving a percentage of your estate to the Trust), you should seek the advice of your solicitor.

Please note that any codicil must be signed and witnessed in the same way as a Will - that is, you must have two adult witnesses who are not related to you or to anyone who benefits under your will.  They must both sign in the presence of you and of each other.

Once completed, the codicil should be stored with the original copy of your Will. We suggest that you check any alterations to your Will with your solicitor. 

Please note that you must not affix anything to the codicil, by way of a paperclip or a staple, as to do so may prevent your executors being able to obtain probate of your codicil. 

We can assure you that all bequests, no matter how small, will be very gratefully received.

If you have any queries, please do not hesitate to contact me.

Nicholas Gent

Trustee and Treasurer

Tel:      07764 357466     (mobile)

            0117 9291919    (office)

Email:  nick (dot) gent (at) rathbones (dot) com

Click here to download legacies codicil form