Leave a Legacy
Leave a Legacy
No matter how big or small, leaving a gift in your will can help us give members and their families the support they need.
Every year hundreds of members find themselves facing unexpected challenges and turn to us for help. It can be anyone from early career starters to retirees, dealing with problems as diverse as health issues to financial concerns. Without someone to turn to, their future is uncertain. This is why we believe in the power of our community to protect our community.
No matter how big or small, leaving a gift in your will can help us give members and their families the support they need. Below is some useful information and wording you can use.
If you have decided to leave a gift in your will to CIOB Assist, we’d love for you to tell us so that we can say thank you.
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Finding a solicitor
Making or changing your will is simple if you have the right professional help. To find a solicitor in the UK you can visit the relevant Law Society.
England or Wales: solicitors.lawsociety.org.uk or telephone 020 7320 5650.
Scotland: lawscot.org.uk
Northern Ireland: https://www.lawsoc-ni.org/
Inheritance tax
Gifts in your will to registered charities are free of inheritance tax (IHT). So, if the value of your estate is more than the tax threshold, a gift to charity could reduce the burden of IHT. Also, if you leave 10% or more of your estate to charity, this can reduce the rate of IHT from 40% to 36% on some assets. For more information about IHT go to www.gov.uk/inheritance-tax
Keep your will safe
Sadly, wills get lost or mislaid over time. To ensure your wishes are carried out we recommend that you leave the original copy of your will with your solicitor. You can register your will with the National Will Register, for a small fee. See www.nationalwillregister.co.uk for further details.
Will Wording: Guidance for solicitors
If your client would like to include a gift in their will to CIOB Assist for its general charitable purposes, please use the following wording:
A share of their estate
I give to CIOB Assist, 1 Arlington Square, Bracknell, RG12 1WA, registered charity number 1013292 (England & Wales) 048726 (Scotland)
a % of the residue* of my estate absolutely for its general charitable purposes
A cash gift
I give to CIOB Assist, 1 Arlington Square, Bracknell, RG12 1WA, registered charity number 1013292 (England & Wales) 048726 (Scotland)
the sum of £ (please specify words and figures) free of tax for its general charitable purposes and be a sufficient discharge to my executor(s).
A specific item
I give to CIOB Assist, 1 Arlington Square, Bracknell, RG12 1WA, registered charity number 1013292 (England & Wales) 048726 (Scotland)
my (specific item(s)) free of tax for its general charitable purposes.
If your client would like to include a gift in their will to CIOB Assist for an area of our work, please use the following wording:
A share of their estate
I give to CIOB Assist, 1 Arlington Square, Bracknell, RG12 1WA, registered charity number 1013292 (England & Wales) 048726 (Scotland)
all/ % of the residue* of my estate with the wish, but without imposing a binding obligation, that the gift is used for (please specify area of our work).
A cash gift
I give to CIOB Assist, 1 Arlington Square, Bracknell, RG12 1WA, registered charity number 1013292 (England & Wales) 048726 (Scotland)
the sum of £ (please specify words and figures) free of tax, with the wish, but without imposing a binding obligation, that the gift is used for (please specify area of our work).
A specific item
I give to CIOB Assist, 1 Arlington Square, Bracknell, RG12 1WA, registered charity number 1013292 (England & Wales) 048726 (Scotland)Â my(specific item(s)) free of tax, with the wish, but without imposing a binding obligation, that the gift is used for (please specify area of our work).
Making a Donation
We are always very touched and grateful when anyone makes a donation to CIOB Assist. If you’d like to make a donation, you can use our donation platform to make a one-off, monthly or yearly donation. You can also donate in memory of a loved one. With your donation we will help CIOB members facing challenges know they are not alone.
Fundraising
A fun way to help support us is to organise or take part in some fundraising. Take a look at recent fundraising activities by visiting our fundraising page and to get involved in fundraising for us yourself, click ‘Fundraise for us’ at the top of the page.