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A PLACE IN YOUR WILL
As Christians we are called to exercise good stewardship over all that God has entrusted to us. By making a Will we can ensure that our stewardship continues after we die.
A Will should be a clear practical expression of our love and concern. It provides us with the opportunity to continue our support for the people and causes we value. If we do not make a Will, the law of the land decides what happens to our assets.
Most of us will want the members of our family to benefit from what we leave behind. You may also wish to leave something to the United Reformed Church.
1 A SUM OF MONEY
I GIVE free of tax the sum of …………………POUNDS (£………) to the United Reformed Church (“the Church”) whose address is United Reformed Church House, 86 Tavistock Place, London WC1H 9RT *[to be applied for the general charitable objects and purposes of the Church/and I request the Church but without imposing any binding trust or legal obligation to use the legacy for the purpose of ………………] and I DECLARE that the receipt of the Financial Secretary or other appropriate officer for the time being of the Church shall be a good and sufficient discharge to my Executor(s)/Trustee(s)*.
2 A CASH SUM
(for use by the Retired Ministers’ Housing Society)
I GIVE free of tax to the United Reformed Church Retired Ministers’ Housing Society Limited (“the Society”) whose Registered Office is at 86 Tavistock Place, London WC1H 9RT the sum of .….. POUNDS (£……) to be applied for the general charitable objects and purposes of the Society and I DECLARE that the receipt of the Secretary or other appropriate officer for the time being of the Society shall be a good and sufficient discharge to my Executor(s)/Trustee(s)*
3 A CASH SUM (for a Local Church)
I GIVE free of tax to the ………United Reformed Church (“the Local Church”) of ……… the sum of …..…POUNDS (£……....) *[to be applied for the general charitable objects and purposes of the Local Church/ and I request the Local Church but without imposing any binding trust or legal obligation to use the legacy for the purpose of……] and I DECLARE that:-
(i) in the event of the Local Church being in union with another Local Church or other Local Churches of the United Reformed Church at the time of my death this legacy shall not lapse but shall be paid to the Local Church of the United Reformed Church which results from the said union.
(ii) if the Local Church shall not be in existence at the date of my death then the gift herein made shall not lapse but shall be paid to the United Reformed Church for such of its general charitable purposes as shall be directed by a meeting of the full Synod of the United Reformed Church in which the Local Church was situated at the date of its closure and in such event the receipt of the Treasurer or other appropriate officer of such Synod shall be a good and sufficient discharge to my Executor(s)/Trustee(s)*.
(iii) if at the date of my death the Local Church has changed its name then my Executor(s)/Trustee(s)* shall give effect to the gift as if it were to the Local Church in its changed name.
(iv) the receipt of the Treasurer or other appropriate officer for the time being of the Local Church or of any substituted charity shall be a good and sufficient discharge to my Executor(s)/Trustee(s)*.
4 A PROPERTY
I GIVE free of tax to the United Reformed Church Trust (“the Trust”) whose Registered Office is at 86 Tavistock Place, London WC1H 9RT *[my freehold/leasehold land and premises situated at and known as ……….. /all my interest in the land and premises situated at and known as………] (or such other freehold/leasehold land and premises (including a flat) as I may occupy as my principal house or flat at the date of my death) [together with all the contents not otherwise specifically gifted] (“the property”) *[to be applied for the general charitable objects and purposes of the United Reformed Church /and I request the Church but without imposing any binding trust or legal obligation to use the legacy for the purpose of ………] and I DECLARE that:-
(i) the acceptance of the said property by the Trust whether by vesting assent or otherwise shall be a good and sufficient discharge to my Executor(s)/Trustee(s)*.
(ii) all sums secured on the property, whether by way of mortgage or otherwise (save as discharged by any policy of life assurance given as security for this purpose) and all interests due at my death shall be paid and discharged *[out of my estate in exoneration of the property / by the Trust].
(iii) if at the date of my death the property (or any interest in it) shall be subject to a binding but uncompleted contract for sale this gift shall take effect as a gift of my share of the net proceeds of sale of the property or as a gift of the net proceeds of sale of my share and interests as the case may be.
N.B. The above precedent can be suitably adapted where a property is to be left to a Local Church. However in such a case it would be appropriate to nominate the relevant Synod Trust Corporation as trustee rather than United Reformed Church Trust.
For further information please contact United Reformed Church, Finance Office
86 Tavistock Place, London WC1H 9RT.
5 A HOUSE for the Retired Ministers’ Housing Society
I GIVE free of tax *[my house situated and known as…..…/all my interest in ….…] (or such other house (including a flat) as I may occupy as my principal house or flat at the date of my death) (“the property”) to the United Reformed Church Retired Ministers’ Housing Society Limited (“the Society”) whose Registered Office is at 86 Tavistock Place, London WC1H 9RT, to be used for the general charitable objects and purposes of the Society in providing retirement housing for retired Ministers of the United Reformed Church or their widows or widowers and I DECLARE that:-
(i) the acceptance of the said property by the Society whether by vesting assent or otherwise shall be a good and sufficient discharge to my Executor(s)/Trustee(s)*.
(ii) all sums secured on the property, whether by way of mortgage or otherwise (save as discharged by any policy of life assurance given as security for this purpose) and all interests due at my death shall be paid and discharged *[out of my estate in exoneration of the property/by the Society].
(iii) if at the date of my death the property (or any interest in it) shall be subject to a binding but uncompleted contract for sale this gift shall take effect as a gift of my share of the net proceeds of sale of the property or as a gift of the net proceeds of sale of my share and interests as the case may be.
N.B. In addition to a specified sum it is also possible to give of the whole or part of the residue of your estate, that is the amount remaining after paying specific legacies.
*insert/delete as applicable
Produced by Communications and Editorial, Graphics Office on behalf of the Finance Committee.
Published by the United Reformed Church, 86 Tavistock Place, London WC1H 9RT
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