Legacies in favour of Monte San Martino Trust

Supporters of the Trust have shown great generosity in giving donations, but the income received from legacies has been disappointing. Hence we are drawing to the attention of our supporters how easy it is to make a legacy.

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 obtain a form from the Trust. 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 wish to obtain a codicil form, or have any queries, please contact us at [email protected]

The 2015 Annual Accounts can now be viewed in the Finance section.