Frequently Asked Questions.
- I've already got a will - how do I change it?
- What if I don't have a solicitor?
- Are there any tax benefits to leaving a legacy?
- Can I leave a legacy to the child I sponsor?
- Can I support a specific type of project?
- How will my legacy be spent?
- What do I do once I've left a legacy to Plan?
- How do I contact you?
1)I've already got a will - how do I change it?
Ask your solicitor to add a codicil (the legal term for an amendment). We can send you a sample codicil with the wording we recommend for you to include in your will if you wish or you can download a copy here. If you want to make substantial changes it may be better to ask your solicitor to draft a new will.
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2)What if I don't have a solicitor?
We'd be happy to send you a list of solicitors in your local area who specialise in wills.
3)Are there any tax benefits to leaving a legacy?
Yes. Any money left to charity in your will is exempt from Inheritance Tax. So leaving a gift to Plan will not only help children in the world's poorest countries, but the money will go further because your gift will be tax free.
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4)Can I leave a legacy to the child I sponsor?
We understand that many sponsors naturally want their legacy to benefit the child they sponsor directly, but we aren't able to channel a gift to a specific child or family. Plan's primary purpose is to help all children in a community, not just those who are sponsored. However, you can ask for your gift to benefit your sponsored child's community, meaning he or she will experience the benefit. If Plan is no longer working there when the will comes into effect, the money will go to another community like it.
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5)Can I support a specific type of project?
Yes. You can personalise your gift by requesting that it be used to support a certain area of work: health projects, for example, or education. We'll do everything we can to follow your wishes, but as life changes in developing countries, so the focus of our work will change, and it's best to allow some flexibility in your instructions. If there's a specific area you wish to support, please contact us and we'll be happy to advise.
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6)How will my legacy be spent?
We guarantee that 100% of your gift will be spent on projects to improve the lives of children, their families and their communities in developing countries.
7)What do I do once I've left a legacy to Plan?
You don't need to do anything more, but if you wouldn't mind contacting us to let us know, we'd very much appreciate it. Knowing that sponsors or supporters are leaving a legacy gives us a better idea of possible future income and so will help us plan our work better. We'd also like to have the opportunity to thank you.
8)How do I contact you?
Our Legacy Advisor Kat Heath is on hand to deal with any queries respectfully and in confidence. You can contact her on 0300 777 9777, email Kat or write to her at Plan UK, 5-6 Underhill Street, NW1 7HS.
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