Types of bequests

Deciding which kind of bequest to leave

The main types of bequests you can make after choosing your charity are as follows:

Residual legacy

A residual legacy is what is left of your Estate after all your other wishes have been carried out, including provisions made for your family. Leaving the residue of your Estate to a charity has the advantage that the legacy maintains its relative value over time.

Specific legacy

This is a gift of a stated amount of money, a specific item or group of items, such as stocks and shares, jewellery or property.

Percentage or fractional legacy

This is a bequest expressed as a percentage or fraction of your Estate.

Whole Estate

A bequest which comprises the entire Estate is often left by people who have no beneficiaries or those wanting to achieve something very significant

Click here to download our bequest brochure.