Information for executors and solicitors
Dealing with the death of a loved one is a long and sometimes challenging process. If someone you care about has left us a gift in their will, we’re here to help make things easier.
Our legacy administration officer Adrian Munt is on hand to provide support, while helping to carry out your loved one’s final wishes.
Although Adrian can’t give legal advice, he will assist and support you in any way he can.
Alternatively, write to:
88 Old Street
Frequently asked questions
How do I pay a cash (pecuniary) gift?
1. Pay by cheque
You can send a cheque made payable to Shelter to the above address.
Along with the cheque, can you please include a short note with the following details:
- the title and full name of the deceased
- your relationship to the deceased
- their last address – this will also allow us to prevent any future mailings, as we know this can be distressing at a difficult time
- the date of their death
- the executor’s name and contact details
- any information about the reason for the legacy
Don’t worry – your details as executor won't be added to any mailing lists because you contacted us about a legacy.
2. Pay by bank transfer
You can pay a gift directly into our bank account. If this is your preferred method, please contact Adrian, and he’ll give you our bank details and a reference number to quote.
Unfortunately, gifts in wills payments cannot be made online via our website, or over the phone.
How do I pay a share of an estate (residuary) gift?
We appreciate that administering an estate can take some time and we’re happy to help if we can.
At the start of the administration, we normally ask you to send us a copy of the will plus a schedule of assets and liabilities. This helps us to understand if there’s anything that we can help with.
Payment of a residuary legacy can be done in the same way as a pecuniary legacy (see above), but for more complex gifts such as a property, shares, or a specific item please contact Adrian to discuss in more detail.
What do I need to know about gifts in wills and tax exemption?
As a registered charity, we're exempt from inheritance tax, capital gains tax, and some aspects of income tax. These exemptions apply to legacy gifts and estate administration, and can increase the value of a gift at no additional cost to any beneficiary.
Unfortunately, gifts in wills are not eligible for Gift Aid.