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 Shelter a gift in their will, we’re here to help make things easier.

Our Legacy Administration Manager, Tom Newton, is on hand to provide support, while helping to carry out your loved one’s final wishes.

Although Tom can’t give legal advice, he will assist and support you in any way he can.

If you have questions about gifts in wills left to Shelter England or Shelter Scotland, you can call Tom on 0344 515 1322 or email legacies@shelter.org.uk.

Alternatively, write to:

Tom Newton
Legacy Administration Manager
Shelter
88 Old Street
London
EC1V 9HU

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: Tom Newton, Shelter, 88 Old Street, London, EC1V 9HU.

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

We'd also love to learn more about the person who has left this gift. If you're happy to tell us more about their life, please let us know.

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 Tom at legacies@shelter.org.uk and he’ll give you our bank details and a reference number to quote.

Unfortunately, gifts in will 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). However, for more complex gifts such as a property, shares, or a specific item, please contact Tom at legacies@shelter.org.uk to discuss things 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.

For more information, have a look at HMRC's website, or call their helpline on 0845 302 0900.

Unfortunately, gifts in wills are not eligible for Gift Aid.

Get in touch

If you have any questions about leaving a legacy to Shelter, please contact our Legacy Adviser, Kate McGrath, on 0344 515 2062 or legacies@shelter.org.uk.